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Upturn AI SWOT - About
iShares Russell Mid-Cap Value ETF (IWS)
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Upturn Advisory Summary
09/16/2025: 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 17.52% | Avg. Invested days 73 | 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 09/16/2025 |
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 (IWS) seeks to track the investment results of an index composed of mid-capitalization U.S. equities that exhibit value characteristics. It aims to provide exposure to U.S. mid-cap companies with relatively lower price-to-book ratios, lower forecast growth values, and higher dividend yields.
Reputation and Reliability
BlackRock is a reputable and reliable issuer, known for its extensive ETF offerings and strong track record.
Management Expertise
BlackRock possesses significant management expertise in index-tracking and ETF management.
Investment Objective
Goal
The primary investment goal is to track the investment results of the Russell Midcap Value Index.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the performance of the Russell Midcap Value Index by holding stocks in a similar proportion to their weighting in the index.
Composition The ETF primarily holds stocks of U.S. mid-cap companies identified as value stocks based on metrics such as price-to-book ratio, growth forecast, and dividend yield.
Market Position
Market Share: IWS has a significant market share within the mid-cap value ETF segment.
Total Net Assets (AUM): 16560000000
Competitors
Key Competitors
- VTV
- VOE
- RFV
Competitive Landscape
The mid-cap value ETF market is competitive with several major players. IWS benefits from BlackRock's brand and scale, but faces competition from Vanguard's VTV and other established ETFs. IWS may have a slight disadvantage on expense ratio compared to VTV, but the difference is marginal. RFV has a different weighting methodology.
Financial Performance
Historical Performance: Historical performance depends on market conditions and should be reviewed over various time periods to assess the ETF's track record.
Benchmark Comparison: The ETF's performance is expected to closely track the Russell Midcap Value Index, with slight deviations due to fees and expenses.
Expense Ratio: 0.23
Liquidity
Average Trading Volume
The ETF exhibits good liquidity, with an average daily trading volume that facilitates easy entry and exit for investors.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating a low cost of trading for the ETF.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate changes, and sector growth prospects heavily influence the performance of mid-cap value stocks. Value stocks tend to outperform during periods of economic recovery and rising interest rates.
Growth Trajectory
Growth of IWS depends on continued investor interest in value strategies and the overall performance of the mid-cap value segment. Changes to the composition of the Russell Midcap Value Index may affect the ETF's holdings over time.
Moat and Competitive Advantages
Competitive Edge
IWS benefits from the established brand and scale of BlackRock. It offers targeted exposure to mid-cap value stocks with relatively low expense ratios compared to some competitors. Its performance is closely tied to the Russell Midcap Value Index, providing investors with a transparent and well-defined investment strategy. It is suitable for investors who seek diversified exposure to U.S. mid-cap companies exhibiting value characteristics.
Risk Analysis
Volatility
The ETF's volatility is correlated to the volatility of its underlying holdings, which are mid-cap value stocks. Therefore, volatility may be higher than broader market indices.
Market Risk
The ETF is subject to market risk, including fluctuations in stock prices due to economic conditions, company-specific events, and investor sentiment. Specific risks associated with the underlying assets include concentration in certain sectors and sensitivity to interest rate changes.
Investor Profile
Ideal Investor Profile
IWS is suitable for investors seeking diversified exposure to mid-cap value stocks. It is appropriate for those who believe in the long-term outperformance of value strategies and are willing to accept moderate risk.
Market Risk
IWS is best suited for long-term investors who have a diversified portfolio and understand the cyclical nature of value investing.
Summary
IWS provides a convenient way to access a portfolio of mid-cap U.S. equities that display value characteristics, such as lower price-to-book ratios, lower forecasted growth values, and higher dividend yields. The ETF closely tracks the Russell Midcap Value Index. BlackRock's management expertise and the ETF's liquidity provide confidence to investors. Its expense ratio is competitive relative to other mid-cap value ETFs. The investment is best suited for long-term investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock 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. Consult with a qualified financial advisor before making any investment decisions.
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.
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.