IWS ETF Analysis: Russell Mid-Cap Value | NYSE

Mid-Cap Value | NYSE, USA | Market Cap: 15.889m USD | 12M Return: 25.9% | US4642874733 | Charts, Fundamentals & Technical Analysis

Mid-Cap Value, U.S. Equities, Financial Sector, Industrial
Total Rating 68
Safety 59
Buy Signal 0.27
Mid-Cap Value
Category Rotation: -3.4
TER: 0.23%
AUM: 15.9B
Avg Turnover: 57.0M
Risk 3d forecast
Volatility13.1%
VaR 5th Pctl2.36%
VaR vs Median0.10%
Reward TTM
Sharpe Ratio1.45
Rel. Str. IBD63.5
Rel. Str. Peer Group65.6
Character TTM
Beta0.740
Beta Downside0.770
Hurst Exponent0.452
Drawdowns 3y
Max DD20.57%
CAGR/Max DD0.84
CAGR/Mean DD5.71

Warnings

No concerns identified

Tailwinds

Supp Ema20

Seasonality 11.6 years of data

Jan +0.7% 10
Feb +1.0% 5
Mar -0.5% 5
Apr +0.1% 5
May -0.1% 16
Jun +0.4% 18
Jul +1.7% 20
Aug -0.9% 16
Sep -1.3% 40
Oct -1.5% 40
Nov +3.2% 56
Dec +0.1% 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 August 31, 2026, the stock is trading at USD 170.75 with a total of 286,752 shares traded. Over the past week, the price has changed by -0.72%, over one month by +1.88%, over three months by +6.81% and over the past year by +25.91%.

Current recommended Stop Loss: 168.90 (which is 1.1% or 1.3 ATR below the current price).

Is IWS a buy, sell or hold?

Russell Mid-Cap Value has no consensus analysts rating.