(IWR) Russell Mid-Cap - NYSE

ETF Category: Mid-Cap Blend | Exchange: NYSE (USA) | Market Cap: 54.387m USD | Total Return: 22.9% in 12m

Mid-Cap Stocks, Equity Securities, Derivatives, Cash Equivalents
Total Rating 57
Safety 54
Buy Signal 0.06
Mid-Cap Blend
Category Rotation: +0.7
TER: 0.19%
AUM: 54.4B
Avg Turnover: 193M
Risk 3d forecast
Volatility15.8%
VaR 5th Pctl2.90%
VaR vs Median1.93%
Reward TTM
Sharpe Ratio1.26
Rel. Str. IBD55.5
Rel. Str. Peer Group28.3
Character TTM
Beta0.891
Beta Downside0.924
Hurst Exponent0.456
Drawdowns 3y
Max DD21.09%
CAGR/Max DD0.82
CAGR/Mean DD5.39

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: IWR Russell Mid-Cap

The iShares Russell Mid-Cap ETF (IWR) tracks the investment results of an index composed of mid-capitalization U.S. equities. The fund maintains a policy of investing at least 80% of its assets in the component securities of its underlying index, utilizing a representative sampling strategy to manage exposure. To optimize liquidity and tracking efficiency, the fund may allocate up to 20% of its portfolio to futures, options, swap contracts, and cash equivalents.

Mid-cap companies typically represent the middle 800 securities in the Russell 1000 Index, offering a balance between the growth potential of small-cap stocks and the relative stability of large-cap entities. This segment of the market often includes established businesses that are still in an expansion phase, frequently operating across diverse sectors such as industrials, technology, and consumer discretionary. For deeper insights into specific holdings and valuation metrics, consider exploring the data available on ValueRay.

Headlines to Watch Out For
  • Monetary policy shifts impact mid-cap borrowing costs and growth valuations
  • Domestic economic growth cycles drive mid-cap cyclical sector earnings
  • Relative valuation gap between mid-caps and large-caps influences capital flows
  • Industrial and financial sector performance dictates underlying index momentum
What is the price of IWR shares?

As of June 20, 2026, the stock is trading at USD 108.54 with a total of 1,679,200 shares traded.
Over the past week, the price has changed by +1.03%, over one month by +4.97%, over three months by +11.67% and over the past year by +22.87%.

Is IWR a buy, sell or hold?

Russell Mid-Cap has no consensus analysts rating.