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Upturn AI SWOT - About
iShares Russell Mid-Cap ETF (IWR)
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Upturn Advisory Summary
09/12/2025: IWR (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 24.44% | Avg. Invested days 65 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 09/12/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.11 | 52 Weeks Range 72.95 - 95.10 | Updated Date 06/29/2025 |
52 Weeks Range 72.95 - 95.10 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Russell Mid-Cap ETF
ETF Overview
Overview
The iShares Russell Mid-Cap ETF (IWR) seeks to track the investment results of the Russell Midcap Index, providing exposure to the U.S. mid-cap equity market. It focuses on companies representing approximately 8% of the U.S. market and uses a representative sampling strategy.
Reputation and Reliability
iShares is a well-established and reputable ETF issuer, known for its broad range of investment products and reliable tracking of underlying indices.
Management Expertise
BlackRock, the parent company of iShares, has extensive experience and expertise in managing ETFs and other investment vehicles.
Investment Objective
Goal
The investment objective of the iShares Russell Mid-Cap ETF is to track the investment results of the Russell Midcap Index.
Investment Approach and Strategy
Strategy: The ETF employs a 'replication' or 'representative sampling' strategy, aiming to hold all or a selection of the component securities of the Russell Midcap Index.
Composition The ETF holds primarily stocks of mid-sized U.S. companies, representing a broad range of sectors.
Market Position
Market Share: IWR holds a significant market share within the mid-cap ETF category.
Total Net Assets (AUM): 36110000000
Competitors
Key Competitors
- SPDR S&P MidCap ETF (MDY)
- Vanguard Mid-Cap ETF (VO)
- Schwab U.S. Mid-Cap ETF (SCHM)
Competitive Landscape
The mid-cap ETF market is competitive, with several large players. IWR benefits from iShares' brand recognition and scale. Advantages include its low expense ratio relative to some competitors, while disadvantages might involve slightly lower tracking accuracy compared to more passively managed funds.
Financial Performance
Historical Performance: Historical data not explicitly provided. Performance varies with market conditions.
Benchmark Comparison: The ETF's performance closely tracks the Russell Midcap Index. Deviations are primarily due to the expense ratio and fund management practices.
Expense Ratio: 0.19
Liquidity
Average Trading Volume
IWR has high average trading volume providing investors the liquidity to buy and sell shares quickly.
Bid-Ask Spread
IWR typically has a narrow bid-ask spread, resulting in lower trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and overall market sentiment influence the performance of mid-cap stocks and, consequently, IWR.
Growth Trajectory
IWR's growth trajectory mirrors the performance of U.S. mid-cap companies, with adjustments potentially made to holdings to maintain index tracking.
Moat and Competitive Advantages
Competitive Edge
IWR's primary advantage lies in its scale, low expense ratio, and the strong brand recognition of iShares. The ETF provides access to a diversified portfolio of U.S. mid-cap companies, allowing investors to participate in the growth potential of this segment. Its well-known structure and efficiency make it appealing for investors seeking broad market exposure. The ETF's representative sampling strategy enables it to closely track the underlying index while maintaining cost efficiency.
Risk Analysis
Volatility
IWR's volatility generally aligns with the volatility of the broader mid-cap market.
Market Risk
IWR is subject to market risk, including the risk of declines in the value of mid-cap stocks due to economic downturns, industry-specific factors, or company-specific issues.
Investor Profile
Ideal Investor Profile
The ideal investor for IWR is someone seeking broad exposure to the U.S. mid-cap market, with a moderate risk tolerance and a long-term investment horizon.
Market Risk
IWR is suitable for long-term investors and passive index followers seeking diversified exposure to mid-cap equities.
Summary
The iShares Russell Mid-Cap ETF (IWR) provides efficient and cost-effective access to the U.S. mid-cap equity market. Tracking the Russell Midcap Index, IWR offers broad diversification and aligns with the performance of mid-sized U.S. companies. Its relatively low expense ratio and high liquidity make it an attractive option for investors seeking to capture the potential growth of mid-caps. IWR is best suited for investors with a moderate risk tolerance seeking long-term capital appreciation.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Official Website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market conditions can change rapidly, and investment decisions should be made based on individual circumstances and risk tolerance.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Russell Mid-Cap ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally invests at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index (i.e., depositary receipts representing securities of the underlying index) and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.