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Upturn AI SWOT - About
iShares Russell Mid-Cap Growth ETF (IWP)
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Upturn Advisory Summary
04/01/2025: IWP (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 9.72% | Avg. Invested days 52 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 1323746 | Beta 1.17 | 52 Weeks Range 100.81 - 139.57 | Updated Date 04/2/2025 |
52 Weeks Range 100.81 - 139.57 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares Russell Mid-Cap Growth ETF
ETF Overview
Overview
The iShares Russell Mid-Cap Growth ETF (IWRG) seeks to track the investment results of the Russell Midcap Growth Index, composed of U.S. mid-capitalization stocks exhibiting growth characteristics. It focuses on companies with higher price-to-book ratios and higher forecasted growth values.
Reputation and Reliability
BlackRock is a globally recognized and reputable asset manager with a long track record of managing ETFs.
Management Expertise
BlackRock has extensive experience in managing index-tracking ETFs and employs a large team of investment professionals.
Investment Objective
Goal
To track the investment results of the Russell Midcap Growth Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, meaning it invests in all the stocks of the underlying index in proportion to their weighting in the index.
Composition The ETF holds stocks of mid-capitalization U.S. companies that are considered to have growth characteristics.
Market Position
Market Share: IWRG holds a substantial market share within the mid-cap growth ETF segment.
Total Net Assets (AUM): 1764000000
Competitors
Key Competitors
- VOT
- RPG
- JHML
Competitive Landscape
The mid-cap growth ETF space is competitive, with several providers offering similar products. IWRG's advantages lie in BlackRock's established brand and broad market reach. However, competitors may have lower expense ratios or slightly different index methodologies.
Financial Performance
Historical Performance: Historical performance data should be gathered from reliable financial data providers.
Benchmark Comparison: The ETF's performance is expected to closely track the Russell Midcap Growth Index.
Expense Ratio: 0.23
Liquidity
Average Trading Volume
The ETF generally exhibits moderate to high trading volume, facilitating relatively easy buying and selling.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's liquidity and efficient market making.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards growth stocks all influence IWRG's performance.
Growth Trajectory
The ETF's growth is tied to the performance of mid-cap growth companies and overall market conditions.
Moat and Competitive Advantages
Competitive Edge
IWRG benefits from BlackRock's scale, brand recognition, and established distribution network. The ETF's relatively low expense ratio contributes to its competitiveness. Its adherence to a well-known index provides transparency and predictability. IWRG's extensive holdings offer broad diversification within the mid-cap growth segment. It is generally more liquid than many smaller, less well-known competitors.
Risk Analysis
Volatility
The ETF's volatility is tied to the volatility of the mid-cap growth stock market.
Market Risk
The ETF is subject to market risk, meaning its value can fluctuate based on overall market conditions and investor sentiment.
Investor Profile
Ideal Investor Profile
IWRG is suitable for investors seeking growth potential through mid-cap stocks and willing to accept moderate risk.
Market Risk
The ETF is suitable for long-term investors seeking exposure to mid-cap growth stocks within a diversified portfolio. It may be used by active traders as well.
Summary
The iShares Russell Mid-Cap Growth ETF (IWRG) offers exposure to mid-sized U.S. companies exhibiting growth characteristics, tracking the Russell Midcap Growth Index. Managed by BlackRock, it benefits from their scale and reputation. It faces competition from other mid-cap growth ETFs but maintains a strong position due to its brand recognition and liquidity. The ETF is best suited for long-term investors seeking growth potential and diversification through mid-cap stocks and is subject to standard market risks associated with equity investments.
Similar Companies
IWP
iShares Russell Mid-Cap Growth ETF
IWP
iShares Russell Mid-Cap Growth ETF
JHML
John Hancock Multifactor Large Cap ETF
JHML
John Hancock Multifactor Large Cap ETF
RPG
Invesco S&P 500® Pure Growth ETF
RPG
Invesco S&P 500® Pure Growth ETF
VOT
Vanguard Mid-Cap Growth Index Fund ETF Shares
VOT
Vanguard Mid-Cap Growth Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar.com
- etf.com
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Russell Mid-Cap Growth ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index measures the performance of the mid-capitalization growth sector of the U.S. equity market, as defined by Russell. The fund generally will invest at least 80% of its assets in the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
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