(IWR) Russell Mid-Cap - Overview

ETF Category: Mid-Cap Blend | Exchange: NYSE ARCA (USA) | Market Cap: 53.945m USD | Total Return: 20.1% in 12m

Mid-Cap Stocks, Equity Securities, Futures, Options, Swaps
Total Rating 48
Safety 52
Buy Signal -0.04
Mid-Cap Blend
Category Rotation: -1.5
TER: 0.19%
AUM: 53.9B
Avg Turnover: 201M
Risk 3d forecast
Volatility13.4%
VaR 5th Pctl2.45%
VaR vs Median1.29%
Reward TTM
Sharpe Ratio1.22
Rel. Str. IBD52.8
Rel. Str. Peer Group29.5
Character TTM
Beta0.892
Beta Downside0.954
Hurst Exponent0.463
Drawdowns 3y
Max DD21.09%
CAGR/Max DD0.83
CAGR/Mean DD5.46

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: IWR Russell Mid-Cap

The iShares Russell Mid-Cap ETF (IWR) tracks the performance of the Russell Midcap Index, maintaining a portfolio where at least 80% of assets are invested in constituent securities or representative depositary receipts. The fund utilizes a sampling strategy and may allocate up to 20% of its holdings to derivatives, such as futures and options, or cash equivalents to manage liquidity and tracking error.

Mid-cap companies typically operate in the growth phase of their business cycle, offering a balance between the established stability of large-cap firms and the higher growth potential of small-cap stocks. This segment often represents businesses with diversified revenue streams that have moved beyond the initial startup risks but still possess significant market share expansion opportunities.

Investors can analyze detailed valuation metrics on ValueRay to further assess these mid-cap holdings. This ETF provides broad exposure across various sectors, including industrials, technology, and consumer discretionaries, reflecting the diversified nature of the U.S. mid-cap equity market.

Headlines to Watch Out For
  • U.S. monetary policy shifts influence mid-cap borrowing costs and growth valuations
  • Domestic consumer spending trends dictate revenue for mid-sized retail and service holdings
  • Corporate earnings growth across industrials and financials drives underlying index performance
  • Equity market volatility impacts investor capital flows into diversified mid-cap exchange traded funds
  • Relative performance versus large-cap benchmarks dictates institutional rotation into mid-sized equities
What is the price of IWR shares?

As of May 26, 2026, the stock is trading at USD 105.92 with a total of 2,118,700 shares traded.
Over the past week, the price has changed by +2.15%, over one month by +2.09%, over three months by +3.48% and over the past year by +20.13%.

Is IWR a buy, sell or hold?

Russell Mid-Cap has no consensus analysts rating.