IWR - ETF AI Analysis
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iShares Russell Midcap ETF (IWR)
Rating:69Neutral
Price Target:―
Positive Factors
Broad Mid-Cap Diversification
The ETF spreads its investments across many mid-sized companies, which helps reduce the impact of any single stock on overall returns.
Strong Recent Performance
The fund has shown solid gains over the year to date and in recent months, indicating positive momentum in its portfolio.
Low Expense Ratio
The ETF charges a relatively low management fee, which helps investors keep more of their returns over time.
Negative Factors
Heavy U.S. Concentration
Almost all of the fund’s assets are invested in U.S. companies, offering very limited international diversification.
Cyclical Sector Exposure
Significant weights in industrials, technology, financials, and consumer cyclical sectors may make the fund more sensitive to economic slowdowns.
Top Holdings Clustered in Similar Areas
Several of the largest positions are in technology and industrial-related names, which could increase risk if those areas weaken.
IWR vs. SPDR S&P 500 ETF (SPY)
AUM57.12B
RegionNorth America
Expense Ratio0.18%
Beta0.86
IssueriShares
Inception DateJul 17, 2001
Dividend Yield1.15%
Asset ClassEquity
Index TrackedRussell Midcap
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,870,755
30 Day Avg. Volume1,897,455
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
128.07Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering820
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IWR Summary
The iShares Russell Midcap ETF (IWR) tracks the Russell Midcap Index, which focuses on medium‑sized U.S. companies across many industries. It owns well-known names like Western Digital and Hilton, along with hundreds of other mid-sized businesses in technology, industrials, finance, and more. Investors might consider IWR to add diversification and long-term growth potential to a portfolio, since mid-cap companies can offer a mix of stability and room to grow. However, the value of this ETF can go up and down with the stock market, and mid-cap stocks can be more volatile than large, established companies.
How much will it cost me?The iShares Russell Midcap ETF (Ticker: IWR) has an expense ratio of 0.18%, which means you’ll pay $1.80 per year for every $1,000 invested. This cost is lower than average because the ETF is passively managed, tracking the Russell Midcap Index rather than relying on active stock selection.
What would affect this ETF?The iShares Russell Midcap ETF (IWR) could benefit from economic growth in the U.S., as mid-cap companies often thrive during periods of expansion due to their agility and growth potential. Positive trends in sectors like technology and consumer cyclical, which have significant weights in the ETF, could also drive performance. However, rising interest rates or economic slowdowns may negatively impact mid-cap stocks, particularly in sectors like financials and real estate, which are sensitive to such conditions.
IWR Top 10 Holdings
IWR’s story is all about U.S. mid-caps, with a clear tilt toward tech and industrial names that are doing much of the heavy lifting. SanDisk and Western Digital are rising on the back of improving demand and upbeat earnings, giving the fund a solid tech backbone. Industrial players like Vertiv and Howmet Aerospace are also pulling their weight, helped by strong results but kept in check by rich valuations. On the flip side, steadier names like Corning and Bank of New York Mellon act more like ballast than rockets, keeping overall performance balanced rather than explosive.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Robinhood | 0.65% | $371.15M | $101.60B | 28.79% | 68 Neutral | |
| Snowflake | 0.63% | $360.76M | $90.17B | 17.27% | 54 Neutral | |
| Datadog | 0.60% | $344.73M | $92.68B | 74.98% | 69 Neutral | |
| Marathon Petroleum | 0.57% | $325.23M | $77.76B | 48.02% | 66 Neutral | |
| Cloudflare | 0.56% | $321.51M | $86.09B | 28.39% | 61 Neutral | |
| Royal Caribbean | 0.52% | $297.38M | $79.47B | -14.52% | 67 Neutral | |
| Simon Property | 0.52% | $295.55M | $73.31B | 37.66% | 70 Outperform | |
| Phillips 66 | 0.51% | $292.18M | $70.73B | 36.41% | 73 Outperform | |
| United Rentals | 0.49% | $282.09M | $68.82B | 40.28% | 73 Outperform | |
| Astera Labs, Inc. | 0.48% | $272.30M | $69.66B | 368.84% | 68 Neutral |
IWR Technical Analysis
Positive
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Price Trends
106.62
Positive
103.30
Positive
99.92
Positive
Market Momentum
1.03
Positive
53.00
Neutral
53.64
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IWR, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 108.88, equal to the 50-day MA of 106.62, and equal to the 200-day MA of 99.92, indicating a bullish trend. The MACD of 1.03 indicates Positive momentum. The RSI at 53.00 is Neutral, neither overbought nor oversold. The STOCH value of 53.64 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IWR.
IWR Peer Comparison
Comparison Results
Performance Comparison
IWR
iShares Russell Midcap ETF
108.95
16.58
17.95%
IJH
iShares Core S&P Mid-Cap ETF
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VO
Vanguard Mid-Cap ETF
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MDY
SPDR S&P Midcap 400 ETF Trust
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SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
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SCHM
Schwab U.S. Mid-Cap ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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