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- Upturn Summary
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Upturn AI Summary
iShares Russell Mid-Cap Value ETF(IWS)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IWS
10/09/2026: IWS (3-star) is currently NOT-A-BUY. Pass it for now.
IWS provides efficient, low-cost exposure to U.S. mid-capitalization value stocks by tracking the Russell Midcap Value Index. Its primary strengths include significant scale, excellent liquidity, and the reliable management track record of BlackRock. It serves as an effective tool for investors looking to balance a portfolio with mid-cap exposure, specifically targeting undervalued companies. Key risks include the inherent volatility of mid-sized firms and the potential for value-style stocks to underperform during growth-led market regimes. It is best suited for long-term investors comfortable with market fluctuations who are seeking factor diversification.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | This fund focuses on value-oriented equities rather than high-growth or momentum stocks. |
| Momentum investor | Mixed fit | While it can participate in market rallies, its value tilt may lag when momentum-driven growth stocks dominate. |
| Value investor | Strong fit | The fund is specifically designed to provide exposure to undervalued mid-cap companies. |
| Dividend/Income investor | Mixed fit | While many value stocks pay dividends, the primary goal is capital appreciation rather than high yield. |
| Low-risk investor | Mixed fit | Mid-cap stocks are inherently more volatile than large-cap stocks, making this unsuitable for conservative investors. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term portfolio builder who wants a dedicated value tilt in their U.S. mid-cap equity allocation.
Suitability
Best suited for long-term passive index investors who understand the cyclical nature of value investing.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Mid-cap equities often experience greater price swings than large-cap market leaders. |
| Market risk | Medium / high | The fund is fully exposed to equity market fluctuations and broader economic downturns. |
| Concentration | Medium | While diversified, it is limited to the mid-cap segment of the U.S. market. |
| Tracking/expense | Low | The fund has a low expense ratio and generally tracks its benchmark with high fidelity. |
| Liquidity | Low | The ETF is highly liquid, making execution risk minimal for most investors. |
| Business/sector quality | Medium | It includes a wide variety of companies, some of which may have lower-quality balance sheets inherent to the value style. |
Risk Analysis
Volatility
IWS demonstrates moderate to high volatility typical of the U.S. mid-cap equity segment.
Market Risk
Investors face direct exposure to systemic market risks, specifically those affecting U.S. domestic mid-cap companies.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Mid-Cap Equities | 99.5 | This provides broad exposure to mid-sized companies that are traditionally considered to have value characteristics. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | A small cash buffer is maintained to manage liquidity and fund rebalancing needs. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 30.23% | Avg. Invested days 87 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/09/2026 |
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