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Upturn AI SWOT - About
iShares Russell Mid-Cap Value ETF (IWS)
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Upturn Advisory Summary
07/31/2025: IWS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 14.33% | Avg. Invested days 66 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/31/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.08 | 52 Weeks Range 108.43 - 139.31 | Updated Date 06/29/2025 |
52 Weeks Range 108.43 - 139.31 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Russell Mid-Cap Value ETF
ETF Overview
Overview
The iShares Russell Mid-Cap Value ETF (IWRV) seeks to track the investment results of the Russell Midcap Value Index, which measures the performance of the mid-capitalization value sector of the U.S. equity market. It focuses on U.S. equities and targets mid-cap companies with value characteristics.
Reputation and Reliability
BlackRock is one of the world's largest asset managers, known for its wide range of ETFs and strong market presence.
Management Expertise
BlackRock has extensive experience in managing ETFs, with a large team of investment professionals.
Investment Objective
Goal
The fund seeks to track the investment results of the Russell Midcap Value Index.
Investment Approach and Strategy
Strategy: The ETF employs a 'passive' management approach, attempting to replicate the performance of the Russell Midcap Value Index.
Composition The ETF primarily holds stocks of mid-sized U.S. companies that exhibit value characteristics.
Market Position
Market Share: IWRV has a moderate market share within the mid-cap value ETF segment.
Total Net Assets (AUM): 1570000000
Competitors
Key Competitors
- Vanguard Mid-Cap Value ETF (VOE)
- Schwab Fundamental U.S. Mid-Cap ETF (FNDM)
- SPDR S&P MidCap 400 Value ETF (MDYV)
Competitive Landscape
The mid-cap value ETF market is competitive, with several large players. IWRV benefits from BlackRock's brand recognition and broad distribution network. However, it faces strong competition from Vanguard's lower-cost VOE and other factor-based ETFs like FNDM. IWRV's tracking of the Russell Midcap Value Index offers a specific, rules-based approach, which may appeal to some investors, while competitors use slightly different methodologies.
Financial Performance
Historical Performance: Historical performance data not available in this response.
Benchmark Comparison: Benchmark comparison data not available in this response.
Expense Ratio: 0.23
Liquidity
Average Trading Volume
The ETF exhibits a moderate average trading volume, which generally indicates sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and sector-specific trends influence the performance of IWRV. Value stocks tend to perform well in rising interest rate environments.
Growth Trajectory
IWRV's growth is closely tied to the performance of mid-cap value stocks. Changes in the index methodology or sector allocations could influence its future performance.
Moat and Competitive Advantages
Competitive Edge
IWRV benefits from BlackRock's established brand and distribution network. The ETF offers a pure-play exposure to the Russell Midcap Value Index, providing a transparent and rules-based approach to value investing. Its established track record gives investors confidence. Furthermore, the fund has a good liquidity offering a high degree of flexibility. This makes it a suitable choice for implementing a mid-cap value allocation.
Risk Analysis
Volatility
IWRV's volatility is reflective of the mid-cap equity market, potentially experiencing greater price swings than large-cap funds.
Market Risk
The fund is subject to market risk, including fluctuations in stock prices and economic downturns. Value stocks may underperform growth stocks during certain market cycles.
Investor Profile
Ideal Investor Profile
IWRV is suitable for investors seeking exposure to mid-cap value stocks as part of a diversified portfolio. It's appropriate for those who believe in the long-term potential of value investing.
Market Risk
IWRV is best suited for long-term investors who can tolerate moderate market volatility. It is a suitable option for investors looking to passively track the Russell Midcap Value Index.
Summary
The iShares Russell Mid-Cap Value ETF provides exposure to mid-cap value stocks through a passive investment strategy. It offers a cost-effective way to access the Russell Midcap Value Index. The ETF is managed by BlackRock, a reputable issuer with expertise in ETFs. While it faces competition from other mid-cap value ETFs, IWRV's established track record and moderate expense ratio make it a reasonable choice for long-term investors seeking value exposure within the mid-cap space. However, prospective investors should consider its risk profile and compare it to similar offerings.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar.com
- etfdb.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on your own research and consultation with a financial advisor.
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 Value ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index measures the performance of the mid-capitalization value sector of the U.S. equity market, as defined by Russell. The fund generally will invest at least 80% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
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