IWS ETF Analysis: Russell Mid-Cap Value | NYSE

Mid-Cap Value | NYSE, USA | Market Cap: 15.213m USD | 12M Return: 25.1% | Charts, Fundamentals & Technical Analysis

Mid-Cap Value, U.S. Equities, Financial Sector, Industrial
Total Rating 71
Safety 62
Buy Signal 0.06
Mid-Cap Value
Category Rotation: -2.0
TER: 0.23%
AUM: 15.2B
Avg Turnover: 68.4M
Risk 3d forecast
Volatility13.6%
VaR 5th Pctl2.46%
VaR vs Median0.75%
Reward TTM
Sharpe Ratio1.41
Rel. Str. IBD60.9
Rel. Str. Peer Group90
Character TTM
Beta0.797
Beta Downside0.820
Hurst Exponent0.441
Drawdowns 3y
Max DD20.57%
CAGR/Max DD0.82
CAGR/Mean DD4.98

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.7% 13
Feb -0.4% 0
Mar -0.6% 14
Apr -0.2% 0
May -0.2% 34
Jun +0.3% 13
Jul +1.7% 29
Aug -0.8% 0
Sep -1.7% 47
Oct -1.1% 47
Nov +1.9% 56
Dec -0.0% 0

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: IWS Russell Mid-Cap Value

The IWS ETF tracks the Russell Mid-Cap Value Index, which measures the performance of mid-capitalization U.S. stocks that display value characteristics, such as lower price-to-book and price-to-earnings ratios relative to the broader market. The index follows a rules-based methodology maintained by FTSE Russell, a global index provider known for its family of U.S. equity benchmarks.

The fund operates as a passively managed ETF, allocating at least 80% of its assets to the securities in its underlying index or instruments with substantially identical economic exposure. The remaining up to 20% may be held in derivatives (futures, options, and swap contracts) or in cash and cash equivalents, which are commonly used by index-tracking ETFs to manage cash flows, reduce transaction costs, and maintain full market exposure during subscriptions and redemptions.

Headlines to Watch Out For
  • Fed rate cuts lift mid-cap value financials and industrials
  • US economic growth supports domestic mid-cap earnings momentum
  • Value factor rotation fuels ETF asset inflows
What is the price of IWS shares?

As of July 02, 2026, the stock is trading at USD 164.85 with a total of 784,933 shares traded. Over the past week, the price has changed by +1.02%, over one month by +3.12%, over three months by +12.71% and over the past year by +25.09%.

Current recommended Stop Loss: 162.20 (which is 1.6% or 1.3 ATR below the current price).

Is IWS a buy, sell or hold?

Russell Mid-Cap Value has no consensus analysts rating.