Openbookopenbook
Openbook
IWS
+8.46 · +6.12%
$146.73 · NYSE ARCA

iShares Russell Mid-Cap Value ETF (IWS) ETF Analysis | Mid-Cap Value

iShares · United States
AUM:$15.2B
#– of – in Mid-Cap Value 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 18.9% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.23% — competitive for the exposure provided.

What is IWS?

The index measures the performance of the mid-capitalization value sector of the U. equity market, as defined by Russell.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
IWS delivered 18.9% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.23% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 7.6% of the ETF — exposure spread across many positions.
ETF Information
AUM$15.2B
Expense Ratio0.23%
Dividend Yield1.47%
Holdings706
Inception DateJul 2001
DomicileUnited States
DistributionNA
Index–
ProvideriShares
Beta1.06
CategoryMid-Cap Value
CurrencyUSD
Portfolio Impact

How would IWS affect your portfolio?

Sign in to see exactly what adding this ETF changes — sector exposure, yield, diversification, volatility. Real numbers from your actual holdings.

Sign in
Example preview
6168
+7 points · better diversified

Chart Tools

My Portfolio

Sign in to overlay your portfolio on the chart.

Sign in
Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+11.3%
1Y
+24.6%
3Y
+61.8%
5Y
+56.2%
OpenBook InsightIf you had invested £10,000 in IWS 5 years ago, it would have grown to £15,624 — a gain of £5,624.

Annual Returns

Calendar year performance

IWS delivered positive returns in 4 of the last 5 calendar years.
YearIWS
2026 YTD+20.1%
2025+11.2%
2024+13.1%
2023+12.9%
2022-12.3%
CAGR 4yr+5.7%
4/5 positive yearsAvg return: +9.0%Worst year: -12.3% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
9.9%
Low
Momentum
+3.5%
30-day change
Support Level
168.79
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.
openbook

Stock research for UK and US investors. Make smarter decisions, faster.

Questions? Email us at contact@openbookanalytics.com

© 2026 Openbook Analytics Ltd · Company No. SC843579 · Registered in Scotland

256-bit encryption GDPR compliant UK data centres

Openbook Analytics Ltd (Company No. SC843579) is registered in Scotland. Registered office: Strathclyde Inspire Hub, University of Strathclyde, Graham Hills Building (Level 6), 50 Richmond Street, Glasgow, G1 1XP. Openbook Analytics is not authorised or regulated by the Financial Conduct Authority (FCA). The content on this platform is provided for general informational and educational purposes only and does not constitute financial advice, investment advice, trading advice, or any other form of advice. You should not treat any content on this platform as a recommendation to buy, sell, or hold any financial instrument. Past performance is not a reliable indicator of future results. The value of investments and the income from them can go down as well as up, and you may get back less than you invest. User-generated content, including community posts and commentary, reflects the personal opinions of individual users, is not verified for accuracy, and does not represent the views of Openbook Analytics Ltd. You should always conduct your own research or consult a qualified, FCA-regulated financial adviser before making investment decisions. Data displayed on this platform may be delayed or inaccurate and is provided "as is" without warranty. Openbook Analytics Ltd accepts no liability for any loss arising from reliance on the information provided.