(IWR) iShares Russell Mid-Cap - Ratings and Ratios

The iShares Russell Mid-Cap ETF (IWR) is designed to track the performance of mid-sized U.S. companies, offering exposure to firms that are neither too large nor too small. By investing at least 80% of its assets in securities from the Russell Midcap Index or equivalent investments, the ETF provides a targeted approach to mid-cap equities. It may also allocate up to 20% of its assets to derivatives like futures and options, along with cash and cash equivalents, to enhance returns or hedge risks. The ETF trades on the NYSE ARCA under the ticker IWR and is categorized as a mid-cap blend fund, balancing growth and value investment styles.

Looking ahead, the next three months for IWR are expected to be influenced by its current technical and fundamental standing. The ETF is currently trading below its key moving averages, with the last price of $80.42 sitting below the SMA 20 ($82.26), SMA 50 ($85.92), and SMA 200 ($87.06). This positioning suggests potential bearish momentum. The Average True Range (ATR) of 2.47 indicates moderate volatility, which could lead to price swings within a defined range. On the fundamental side, the substantial assets under management (AUM) of $36.8 billion highlight the ETFs liquidity and investor confidence. This combination of factors points to a cautious outlook, with possible sideways movement or further decline unless broader market conditions improve.