IWR ETF Analysis: Russell Mid-Cap | NYSE

Mid-Cap Blend | NYSE, USA | Market Cap: 55.881m USD | 12M Return: 15.2% | US4642874998 | Charts, Fundamentals & Technical Analysis

Mid-Cap Equities, US Stocks, Depositary Receipts, Derivatives
Total Rating 62
Safety 60
Buy Signal -0.01
Mid-Cap Blend
Category Rotation: +2.1
TER: 0.19%
AUM: 55.9B
Avg Turnover: 131M
Risk 3d forecast
Volatility13.2%
VaR 5th Pctl2.41%
VaR vs Median1.41%
Reward TTM
Sharpe Ratio0.80
Rel. Str. IBD52.1
Rel. Str. Peer Group78.6
Character TTM
Beta0.855
Beta Downside0.909
Hurst Exponent0.444
Drawdowns 3y
Max DD21.09%
CAGR/Max DD0.84
CAGR/Mean DD6.66

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 11.7 years of data

Jan +1.2% 20
Feb +1.3% 5
Mar -0.9% 16
Apr +0.4% 5
May +0.1% 5
Jun +0.0% 7
Jul +1.2% 19
Aug -0.5% 8
Sep -1.2% 41
Oct -1.7% 28
Nov +3.3% 53
Dec -0.1% 2

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 September 27, 2026, the stock is trading at USD 108.30 with a total of 1,276,366 shares traded. Over the past week, the price has changed by +0.08%, over one month by -3.82%, over three months by -1.28% and over the past year by +15.24%.

Current recommended Stop Loss: 107.00 (which is 1.2% or 1.3 ATR below the current price).

Is IWR a buy, sell or hold?

Russell Mid-Cap has no consensus analysts rating.