Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
iShares Russell Mid-Cap ETF (IWR)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
07/30/2025: IWR (3-star) is a STRONG-BUY. BUY since 55 days. Profits (6.17%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 21.35% | Avg. Invested days 59 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 07/30/2025 |
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, which measures the performance of the mid-capitalization sector of the U.S. equity market. The ETF is passively managed and offers broad exposure to mid-sized U.S. companies across various sectors.
Reputation and Reliability
iShares, a brand of BlackRock, is a leading provider of ETFs with a strong reputation and a long track record of managing index-tracking funds effectively.
Management Expertise
BlackRock has extensive experience and expertise in managing ETFs, with a dedicated team responsible for ensuring the iShares Russell Mid-Cap ETF accurately tracks its target index.
Investment Objective
Goal
To track the investment results of the Russell Midcap Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, meaning it aims to hold all the stocks in the Russell Midcap Index in proportion to their weighting in the index.
Composition The ETF primarily holds stocks of mid-capitalization U.S. companies across various sectors, reflecting the composition of the Russell Midcap Index.
Market Position
Market Share: IWR holds a significant market share within the mid-cap ETF segment.
Total Net Assets (AUM): 67700000000
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 offering similar products. IWR's advantages include its low expense ratio and the strong brand recognition of iShares. However, competitors may offer slightly different index tracking methodologies or target specific sub-segments of the mid-cap market.
Financial Performance
Historical Performance: Historical performance data (returns) for IWR: [15.4, 9.8, 14.6, 12.1, 10.7]
Benchmark Comparison: The ETF's performance closely tracks the Russell Midcap Index, indicating effective index replication. Tracking difference is typically minimal.
Expense Ratio: 0.19
Liquidity
Average Trading Volume
The average daily trading volume for IWR is high, generally indicating good liquidity.
Bid-Ask Spread
The bid-ask spread is typically narrow, reflecting the ETF's high liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and investor sentiment towards mid-cap stocks can influence IWR's performance. Sector-specific trends within the mid-cap space also play a role.
Growth Trajectory
IWR's growth is primarily driven by the overall performance of the mid-cap equity market. Changes in the underlying index composition or investment strategy are infrequent.
Moat and Competitive Advantages
Competitive Edge
IWR's competitive edge lies in its low expense ratio, brand recognition, and broad market exposure. The ETF provides investors with a cost-effective way to access a diversified portfolio of mid-cap U.S. stocks. It is a passive index-tracking fund, providing investors with a reliable means to reflect the Russell Midcap benchmark. The ETF is backed by the reputable iShares brand, offering stability and confidence to investors.
Risk Analysis
Volatility
IWR's volatility is generally similar to that of the broader mid-cap equity market. Historical Volatility: [20.1, 18.5, 22.3, 19.7, 21.0]
Market Risk
The ETF is subject to market risk, meaning its value can fluctuate based on overall market conditions and investor sentiment. Specific risks include economic downturns, interest rate hikes, and geopolitical events.
Investor Profile
Ideal Investor Profile
The ideal investor for IWR is someone seeking broad exposure to the mid-cap segment of the U.S. equity market, willing to accept moderate levels of risk, and looking for a cost-effective, passively managed investment option.
Market Risk
IWR is suitable for long-term investors seeking diversification and passive exposure to the mid-cap market. It is not designed for active traders seeking short-term gains.
Summary
The iShares Russell Mid-Cap ETF (IWR) offers broad exposure to the mid-cap segment of the U.S. equity market. It is a passively managed fund, meaning it seeks to track the investment results of the Russell Midcap Index. With a low expense ratio and strong brand recognition, IWR is a popular choice for long-term investors seeking diversification. The ETF is subject to market risk and volatility, but provides investors access to a substantial segment of US equities.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares official website
- ETF.com
- Morningstar
- Company Filings
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Past performance is not indicative of future results. Market share data are approximate and subject to change.
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.