IWR - ETF AI Analysis
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iShares Russell Midcap ETF (IWR)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Overall Performance
The ETF has shown strong gains so far this year and steady recent performance, which suggests solid momentum in mid-cap stocks.
Healthy Mix of Sectors
Holdings are spread across many industries like technology, industrials, financials, and health care, helping reduce the impact of weakness in any single sector.
Low Expense Ratio
The fund’s relatively low fee means more of the investment returns stay in investors’ pockets over time.
Negative Factors
Heavy U.S. Focus
Almost all of the ETF’s assets are invested in U.S. companies, offering very limited geographic diversification outside the United States.
Exposure to a Weak Top Holding
One of the larger positions, Robinhood, has shown weak performance this year, which slightly drags on the fund’s results.
Sensitivity to Mid-Cap Market Swings
Because the ETF targets mid-sized companies, it can be more sensitive to economic cycles and market volatility than funds focused on larger, more established firms.
IWR vs. SPDR S&P 500 ETF (SPY)
AUM57.46B
RegionNorth America
Expense Ratio0.18%
Beta0.87
IssueriShares
Inception DateJul 17, 2001
Dividend Yield1.12%
Asset ClassEquity
Index TrackedRussell Midcap
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,137,311
30 Day Avg. Volume1,956,400
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
132.13Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering817
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IWR Summary
IWR is the iShares Russell Midcap ETF, which follows the Russell Midcap Index, a group of medium‑sized U.S. companies across many industries. It holds around 800 stocks, including well-known names like Marathon Petroleum and Royal Caribbean, giving investors broad diversification in the mid-cap space. People might invest in IWR to tap into the growth potential of mid-sized companies, which can be more dynamic than large firms but generally less risky than small startups. A key risk is that the ETF’s value can go up or down with the overall stock market, so returns are not guaranteed.
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 driven by a mix of fast-growing tech names and steady industrial and energy players, all rooted in the U.S. mid-cap universe. Datadog and Snowflake have been rising, giving the fund a tech-powered boost, while Cloudflare adds to that momentum despite some bumps around profitability. On the more traditional side, Marathon Petroleum and Phillips 66 have been climbing steadily, helping anchor returns when growth stocks wobble. Robinhood, however, has been lagging, acting like a small brake on an otherwise well-diversified, sector-balanced mid-cap portfolio.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Snowflake | 0.78% | $450.17M | $114.00B | 66.52% | 54 Neutral | |
| Marathon Petroleum | 0.74% | $429.05M | $99.81B | 120.19% | 66 Neutral | |
| Cloudflare | 0.68% | $395.04M | $112.44B | 51.71% | 61 Neutral | |
| Phillips 66 | 0.68% | $392.68M | $93.22B | 95.82% | 73 Outperform | |
| Datadog | 0.57% | $330.77M | $91.73B | 91.62% | 69 Neutral | |
| Hewlett Packard Enterprise | 0.54% | $310.64M | $77.74B | 166.34% | 68 Neutral | |
| Royal Caribbean | 0.53% | $308.97M | $81.80B | -7.65% | 67 Neutral | |
| Robinhood | 0.52% | $301.08M | $85.92B | -16.32% | 68 Neutral | |
| United Rentals | 0.51% | $296.03M | $71.82B | 27.44% | 73 Outperform | |
| Digital Realty | 0.50% | $291.66M | $74.06B | 19.93% | 69 Neutral |
IWR Technical Analysis
Positive
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Price Trends
110.39
Positive
106.97
Positive
102.38
Positive
Market Momentum
1.09
Positive
54.22
Neutral
29.97
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 112.19, equal to the 50-day MA of 110.39, and equal to the 200-day MA of 102.38, indicating a bullish trend. The MACD of 1.09 indicates Positive momentum. The RSI at 54.22 is Neutral, neither overbought nor oversold. The STOCH value of 29.97 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
112.65
19.83
21.36%
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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