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IWR - ETF AI Analysis
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iShares Russell Midcap ETF (IWR)
Rating:69Neutral
Price Target:―
Positive Factors
Broad Sector Diversification
The fund spreads its investments across many different sectors, which can help reduce the impact if any one industry struggles.
Strong Overall Performance Trend
Recent returns over the past month, quarter, and year-to-date have been positive, showing steady momentum for the ETF.
Competitive Expense Ratio
The fund’s relatively low expense ratio helps keep costs down so more of the returns stay with investors.
Negative Factors
Heavy U.S. Concentration
With almost all assets in U.S. companies, the fund offers limited geographic diversification and is highly tied to the U.S. market.
Mixed Performance Among Top Holdings
While several top positions have performed strongly, a few key holdings have shown weak or negative results, which can drag on overall returns.
Exposure to Cyclical Sectors
Significant weights in areas like industrials, consumer cyclical, and financials may make the fund more sensitive to economic slowdowns.
IWR vs. SPDR S&P 500 ETF (SPY)
AUM47.20B
RegionNorth America
Expense Ratio0.18%
Beta0.90
IssueriShares
Inception DateJul 17, 2001
Dividend Yield1.28%
Asset ClassEquity
Index TrackedRussell Midcap
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume4,430,539
30 Day Avg. Volume2,548,674
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
116.74Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering804
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IWR Summary
The iShares Russell Midcap ETF (IWR) follows the Russell Midcap Index, which focuses on medium‑sized U.S. companies. These firms are often past the risky start-up phase but still have room to grow. The fund owns hundreds of stocks across many sectors, including well-known names like Bank of New York Mellon and Royal Caribbean, giving investors broad diversification in one investment. Someone might consider IWR if they want a balance between growth potential and stability, instead of only small or large companies. A key risk is that mid-cap stocks can still be volatile and can go up and down with the overall stock market.
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-cap cyclicals and tech-linked names doing the heavy lifting. Western Digital and SanDisk have been rising sharply on renewed optimism around data storage and AI demand, giving the fund a solid tech undercurrent even though it’s not a pure tech play. Vertiv and Howmet Aerospace add more momentum from industrial and infrastructure spending, while Quanta Services quietly reinforces that theme. On the softer side, Bank of New York Mellon has been more steady than exciting, slightly cooling an otherwise upbeat, domestically focused lineup.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Corning | 0.80% | $377.83M | $110.78B | 176.19% | 74 Outperform | |
| Vertiv Holdings | 0.78% | $369.14M | $99.05B | 196.03% | 77 Outperform | |
| Howmet Aerospace | 0.75% | $355.82M | $94.92B | 87.14% | 67 Neutral | |
| SanDisk Corp | 0.74% | $348.74M | $97.66B | 1106.90% | 55 Neutral | |
| Western Digital | 0.74% | $347.20M | $92.32B | 511.48% | 77 Outperform | |
| Quanta Services | 0.65% | $308.57M | $83.64B | 114.34% | 78 Outperform | |
| Bank of New York Mellon | 0.64% | $303.79M | $79.80B | 42.10% | 75 Outperform | |
| Cummins | 0.59% | $276.31M | $74.02B | 66.52% | 72 Outperform | |
| Valero Energy | 0.56% | $262.72M | $68.95B | 78.56% | 69 Neutral | |
| Phillips 66 | 0.55% | $260.94M | $69.22B | 36.30% | 73 Outperform |
IWR Technical Analysis
Negative
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Price Trends
100.51
Negative
98.17
Negative
95.70
Positive
Market Momentum
-0.71
Positive
33.03
Neutral
10.42
Positive
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 101.16, equal to the 50-day MA of 100.51, and equal to the 200-day MA of 95.70, indicating a neutral trend. The MACD of -0.71 indicates Positive momentum. The RSI at 33.03 is Neutral, neither overbought nor oversold. The STOCH value of 10.42 is Positive, 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
97.08
12.08
14.21%
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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