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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
11/13/2026: IWS (3-star) is a STRONG-BUY. BUY for 15 days. Simulated Profits (1.84%). Updated daily EoD!
The iShares Russell Mid-Cap Value ETF (IWS) provides efficient, diversified exposure to US mid-cap companies categorized as value stocks. It tracks the Russell Midcap Value Index, offering a low-cost, highly liquid way to capture the mid-cap value factor. The fund is best used as a long-term equity component for investors seeking to balance their growth holdings with value-tilted mid-sized firms. While it offers the benefits of institutional scale and diversification, investors should be aware of the inherent market and volatility risks associated with mid-sized equities and the cyclical nature of value investing. It is most suitable for long-term investors who can monitor their portfolio’s overall style balance.
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 | The fund focuses on value characteristics, which often underperform during periods of aggressive growth-stock leadership. |
| Momentum investor | Mixed fit | Momentum investors may find opportunities only when value factors enter an upturn cycle. |
| Value investor | Strong fit | This fund is specifically designed to capture the value premium within the mid-cap equity space. |
| Dividend/Income investor | Mixed fit | While it holds value stocks that often pay dividends, it is primarily a capital appreciation vehicle rather than an income-focused fund. |
| Low-risk investor | Mixed fit | Mid-cap stocks are inherently more volatile than large-cap stocks, though value stocks may provide some cushion. |
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term growth through a diversified mid-cap value lens and willing to withstand moderate volatility.
Suitability
Best suited for long-term investors looking for a core mid-cap value holding in a diversified portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Mid-cap equities generally experience wider price swings than large-cap indices. |
| Market risk | Medium / high | The fund is fully exposed to systemic market movements and broad equity downturns. |
| Concentration | Low | The fund holds a broad basket of mid-cap stocks, preventing over-reliance on any single firm. |
| Tracking/expense | Low | Low expense ratios and efficient index replication minimize the cost of holding the fund. |
| Liquidity | Low | High trading volumes ensure that investors can enter and exit positions with minimal slippage. |
| Business/sector quality | Medium | The fund includes a wide range of companies, including some with varying financial health. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
IWS exhibits moderate to high volatility typical of the mid-cap equity asset class, influenced by broad market cycles.
Market Risk
The fund faces risks related to the overall performance of the US mid-cap sector, including interest rate, economic, and systemic market risks.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Mid-Cap Equities | 99.5 | Provides diversified exposure to mid-sized US companies with value-oriented financial characteristics. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | Small cash position held for operational liquidity and trade settlement. |
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 32.62% | Avg. Invested days 77 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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