IWR
+4.31 · +4.53%
$99.48 · NYSE ARCA

iShares Russell Mid-Cap ETF (IWR) ETF Analysis | Mid-Cap Blend

iShares · United States
AUM:$49.3B
#– of – in Mid-Cap Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 16.3% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.19% — competitive for the exposure provided.

What is IWR?

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. , 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.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
IWR delivered 16.3% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.19% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 6.8% of the ETF — exposure spread across many positions.
ETF Information
AUM$49.3B
Expense Ratio0.19%
Dividend Yield1.25%
Holdings800
Inception DateJul 2001
DomicileUnited States
DistributionNA
Index–
ProvideriShares
Beta1.12
CategoryMid-Cap Blend
CurrencyUSD
Portfolio Impact

How would IWR affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+9.3%
1Y
+17.8%
3Y
+59.6%
5Y
+46.2%
OpenBook InsightIf you had invested £10,000 in IWR 5 years ago, it would have grown to £14,618 — a gain of £4,618.

Annual Returns

Calendar year performance

IWR delivered positive returns in 4 of the last 5 calendar years.
YearIWR
2026 YTD+15.7%
2025+10.5%
2024+15.8%
2023+17.6%
2022-17.2%
CAGR 4yr+5.7%
4/5 positive yearsAvg return: +8.5%Worst year: -17.2% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
10.8%
Low
Momentum
+3.2%
30-day change
Support Level
111.08
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.