IWR ETF Analysis: Russell Mid-Cap | NYSE

Mid-Cap Blend | NYSE, USA | Market Cap: 56.774m USD | 12M Return: 17.4% | Charts, Fundamentals & Technical Analysis

Mid-Cap Equities, US Stocks, Depositary Receipts, Derivatives
Total Rating 60
Safety 54
Buy Signal 0.04
Mid-Cap Blend
Category Rotation: -5.5
TER: 0.19%
AUM: 56.8B
Avg Turnover: 218M
Risk 3d forecast
Volatility12.3%
VaR 5th Pctl2.25%
VaR vs Median1.62%
Reward TTM
Sharpe Ratio0.90
Rel. Str. IBD55.2
Rel. Str. Peer Group52.3
Character TTM
Beta0.895
Beta Downside0.931
Hurst Exponent0.484
Drawdowns 3y
Max DD21.09%
CAGR/Max DD0.70
CAGR/Mean DD4.60

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +1.4% 28
Feb -0.0% 2
Mar -1.1% 23
Apr +0.1% 0
May -0.1% 2
Jun +0.1% 13
Jul +1.2% 21
Aug -0.5% 9
Sep -1.9% 39
Oct -1.2% 22
Nov +2.0% 43
Dec -0.3% 8

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: IWR Russell Mid-Cap

The iShares Russell Mid-Cap ETF (IWR) is a passively managed exchange-traded fund that seeks to track the performance of the Russell Mid-Cap Index. The fund invests at least 80% of its assets in the component securities of its underlying index (or instruments with substantially identical economic characteristics, such as depositary receipts) and may invest up to 20% of its assets in futures, options, swap contracts, and cash equivalents.

As a Mid-Cap Blend ETF listed on the NYSE since 2001, IWR provides exposure to U.S. mid-sized companies that generally sit between small-cap and large-cap segments of the equity market. The Russell Mid-Cap Index, maintained by FTSE Russell, is one of the most widely used benchmarks for tracking U.S. mid-cap equities and is reconstituted annually.

Headlines to Watch Out For
  • Fed rate cuts drive mid-cap stock rally and IWR inflows
  • Vanguard and Schwab slash mid-cap ETF fees pressuring IWR margins
  • Russell reconstitution reshapes IWR sector and holdings allocations
What is the price of IWR shares?

As of July 28, 2026, the stock is trading at USD 109.98 with a total of 1,222,491 shares traded. Over the past week, the price has changed by +1.10%, over one month by -0.16%, over three months by +6.29% and over the past year by +17.36%.

Current recommended Stop Loss: 107.00 (which is 2.7% or 2.5 ATR below the current price).

Is IWR a buy, sell or hold?

Russell Mid-Cap has no consensus analysts rating.