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IWR - ETF AI Analysis
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iShares Russell Midcap ETF (IWR)
Rating:69Neutral
Price Target:
$106.00
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains so far this year, reflecting strong overall momentum.
Broad Sector Diversification
The fund is spread across multiple sectors, including Industrials, Technology, and Financials, reducing reliance on any single industry.
Low Expense Ratio
With a competitive expense ratio of 0.18%, this ETF offers cost-efficient exposure to mid-cap stocks.
Negative Factors
High U.S. Concentration
Nearly all of the fund’s assets are invested in U.S. companies, limiting exposure to international markets.
Mixed Performance Among Top Holdings
Some top holdings, like Royal Caribbean and Coinbase, have shown weaker year-to-date performance compared to others.
Small Weight in Individual Stocks
The top holdings each represent less than 1% of the portfolio, which may dilute the impact of strong-performing stocks.
IWR vs. SPDR S&P 500 ETF (SPY)
AUM44.67B
RegionNorth America
Expense Ratio0.18%
Beta0.91
IssueriShares
Inception DateJul 17, 2001
Dividend Yield1.26%
Asset ClassEquity
Index TrackedRussell Midcap
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,300,364
30 Day Avg. Volume1,757,354
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
111.13Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering814
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IWR Summary
The iShares Russell Midcap ETF (Ticker: IWR) is an investment fund that focuses on mid-sized U.S. companies, tracking the Russell Midcap Index. It includes around 800 stocks from various industries, such as technology, healthcare, and financials. Some well-known companies in the fund are Roblox and Royal Caribbean. Investors might consider this ETF for its potential to balance growth and stability, as mid-cap companies often have room to expand while being less risky than smaller firms. However, new investors should know that the ETF’s value can rise and fall with the overall stock market, so it’s not immune to market downturns.
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
The iShares Russell Midcap ETF (IWR) showcases a diverse mix of U.S. mid-cap companies, with a notable tilt toward industrials and technology, which together make up a significant portion of the fund. Vertiv Holdings and Corning are rising stars, delivering strong revenue growth and benefiting from strategic initiatives, helping to buoy the ETF’s performance. On the flip side, Royal Caribbean and Vistra Energy are lagging, with mixed signals and challenges like high leverage and bearish trends holding them back. Overall, the fund’s broad sector exposure balances growth potential with stability, though some holdings face valuation concerns.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Robinhood | 0.71% | $310.60M | $110.15B | 231.34% | 69 Neutral | |
| Howmet Aerospace | 0.66% | $290.64M | $81.74B | 76.97% | 77 Outperform | |
| Bank of New York Mellon | 0.62% | $272.65M | $77.04B | 35.75% | 78 Outperform | |
| Cencora | 0.55% | $241.85M | $70.17B | 50.29% | 76 Outperform | |
| Vertiv Holdings | 0.52% | $229.44M | $65.37B | 35.46% | 73 Outperform | |
| Corning | 0.52% | $229.03M | $70.35B | 74.55% | 77 Outperform | |
| Quanta Services | 0.52% | $227.52M | $64.02B | 29.98% | 76 Outperform | |
| Cummins | 0.52% | $227.11M | $63.86B | 25.26% | 72 Outperform | |
| Royal Caribbean | 0.52% | $226.20M | $68.96B | 6.45% | 67 Neutral | |
| Cloudflare | 0.52% | $225.87M | $73.77B | 119.15% | 58 Neutral |
IWR Technical Analysis
Negative
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Price Trends
96.02
Negative
94.94
Negative
90.71
Positive
Market Momentum
-0.38
Positive
37.16
Neutral
21.72
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IWR, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 95.72, equal to the 50-day MA of 96.02, and equal to the 200-day MA of 90.71, indicating a neutral trend. The MACD of -0.38 indicates Positive momentum. The RSI at 37.16 is Neutral, neither overbought nor oversold. The STOCH value of 21.72 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IWR.
IWR Peer Comparison
Comparison Results
Performance Comparison
IWR
iShares Russell Midcap ETF
93.08
2.50
2.76%
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.
Disclaimer
This 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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