(IWR) Russell Mid-Cap - Overview

ETF Category: Mid-Cap Blend | Exchange NYSE ARCA (USA) | Currency USD | Market Cap: 48.207m | Total Return 13.6% in 12m

Etf Mid-Cap Stocks, Index Funds, Equities
Total Rating 42
Risk 50
Buy Signal -0.62
Mid-Cap Blend -4.2
TER: 0.19%
AUM: 48,207m
Avg Trading Vol: 451M USD
ATR: 1.73%
Peers RS (IBD): 42.5
Risk 5d forecast
Volatility18.6%
Rel. Tail Risk1.65%
Reward TTM
Sharpe Ratio0.48
Alpha-0.58
Character TTM
Beta0.918
Beta Downside0.990
Drawdowns 3y
Max DD21.09%
CAGR/Max DD0.60
Description: IWR Russell Mid-Cap March 04, 2026

IWR is an exchange-traded fund (ETF) that primarily invests in mid-capitalization U.S. companies. Mid-cap companies generally have market capitalizations between $2 billion and $10 billion, representing an established but still growing segment of the market.

The fund aims to track the performance of its underlying index by investing at least 80% of its assets in the indexs component securities or economically similar investments. ETFs are popular investment vehicles due to their diversification and lower expense ratios compared to actively managed funds.

Up to 20% of the funds assets may be allocated to derivatives like futures, options, and swap contracts, as well as cash and cash equivalents. These instruments can be used for hedging or to gain exposure to the index in a cost-effective manner.

For more in-depth analysis of IWRs holdings and performance, consider exploring ValueRays comprehensive data.

Headlines to Watch Out For
  • Mid-cap earnings reports drive investor sentiment
  • Interest rate changes impact borrowing costs for mid-caps
  • Economic growth forecasts influence mid-cap sector performance
  • Regulatory changes affect specific mid-cap industries
  • US dollar strength impacts international mid-cap revenues
What is the price of IWR shares? As of March 30, 2026, the stock is trading at USD 95.41 with a total of 8,285,502 shares traded.
Over the past week, the price has changed by -1.66%, over one month by -7.11%, over three months by -1.86% and over the past year by +13.62%.
Is IWR a buy, sell or hold? Russell Mid-Cap has no consensus analysts rating.
What are the forecasts/targets for the IWR price?
ISSUER TARGET UP/DOWN
Wallstreet Target Price - -
Analysts Target Price - -