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Upturn AI SWOT - About
iShares Russell Mid-Cap ETF (IWR)
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Upturn Advisory Summary
04/01/2025: IWR (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution 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 -4.62% | Avg. Invested days 44 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 1811638 | Beta 1.1 | 52 Weeks Range 77.32 - 95.38 | Updated Date 04/2/2025 |
52 Weeks Range 77.32 - 95.38 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares Russell Mid-Cap ETF
ETF Overview
Overview
The iShares Russell Mid-Cap ETF (IWR) seeks to track the investment results of the Russell Midcap Index, which measures the performance of the mid-capitalization sector of the U.S. equity market. It offers broad exposure to mid-sized U.S. companies, providing diversification and potential growth opportunities.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation and extensive experience in the ETF market.
Management Expertise
BlackRock has a dedicated team of investment professionals managing its ETFs, leveraging their expertise in index tracking and portfolio management.
Investment Objective
Goal
To track the investment results of the Russell Midcap Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the Russell Midcap Index.
Composition The ETF primarily holds stocks of mid-capitalization U.S. companies across various sectors.
Market Position
Market Share: IWR's market share is significant within the mid-cap ETF segment.
Total Net Assets (AUM): 70420000000
Competitors
Key Competitors
- SPDR S&P MidCap ETF (MDY)
- Vanguard Mid-Cap ETF (VO)
- Schwab U.S. Mid-Cap ETF (SCHM)
Competitive Landscape
The mid-cap ETF market is competitive, with several major players offering similar products. IWR benefits from BlackRock's brand recognition and large AUM, while competitors may offer slightly lower expense ratios or different index methodologies. However, IWR's deep liquidity and tight tracking error are significant advantages. Some competitors may have a smaller fund size, leading to potentially wider bid-ask spreads.
Financial Performance
Historical Performance: Historical performance data is readily available from iShares and various financial data providers. Past performance doesn't guarantee future results.
Benchmark Comparison: IWR's performance closely tracks the Russell Midcap Index, with minor deviations due to expenses and tracking error.
Expense Ratio: 0.19
Liquidity
Average Trading Volume
IWR generally exhibits high trading volume, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards mid-cap stocks influence IWR's performance.
Growth Trajectory
IWR's growth is tied to the performance of the mid-cap segment of the U.S. equity market, with holdings occasionally rebalancing based on the index methodology.
Moat and Competitive Advantages
Competitive Edge
IWR benefits from BlackRock's established reputation and substantial AUM, providing liquidity and tight tracking of the Russell Midcap Index. Its broad diversification across mid-cap stocks makes it a convenient option for investors seeking exposure to this market segment. The fund's trading volume also enhances its market efficiency. Investors are able to buy and sell its share relatively quickly.
Risk Analysis
Volatility
IWR's volatility is consistent with the mid-cap equity market, generally higher than large-cap stocks but lower than small-cap stocks.
Market Risk
IWR is subject to market risk, meaning its value can fluctuate based on overall market conditions and economic factors.
Investor Profile
Ideal Investor Profile
IWR is suitable for investors seeking diversified exposure to the U.S. mid-cap equity market.
Market Risk
IWR is appropriate for long-term investors and passive index followers seeking broad market exposure.
Summary
IWR is a well-established ETF offering broad exposure to the U.S. mid-cap market. Managed by BlackRock, it boasts high liquidity and a tight tracking error to the Russell Midcap Index. It's suitable for investors seeking diversified exposure to mid-cap stocks as part of a long-term investment strategy. However, investors should consider the market risks associated with equity investments.
Similar Companies
- MDY
- VO
- SCHM
- IJH
Sources and Disclaimers
Data Sources:
- iShares website
- Morningstar
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
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 ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally invests at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index (i.e., depositary receipts representing securities of the 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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