IWR - ETF AI Analysis
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iShares Russell Midcap ETF (IWR)
IWR, the iShares Russell Midcap ETF, earns a solid overall rating thanks to several strong holdings like Phillips 66 and United Rentals, which bring robust financial performance, healthy cash flows, and supportive earnings call sentiment to the portfolio. Technology names such as Snowflake and Cloudflare add growth potential but also introduce risks around profitability, leverage, and mixed technical signals, while Moderna’s declining revenues and ongoing losses further temper the fund’s quality. The main risk factor is exposure to multiple companies with profitability and valuation concerns, which could increase volatility even though the ETF is diversified across many mid-cap stocks.
IWR vs. SPDR S&P 500 ETF (SPY)
- AUM
- 58.03B
- Region
- North America
- Expense Ratio
- 0.18%
- Beta
- 0.86
- Issuer
- iShares
- Inception Date
- Jul 17, 2001
- Dividend Yield
- 1.15%
- Asset Class
- Equity
- Index Tracked
- Russell Midcap
IWR Summary
IWR is the iShares Russell Midcap ETF, which follows the Russell Midcap Index, a group of medium‑sized U.S. companies across many industries. It holds around 800 stocks, including well-known names like Marathon Petroleum and Moderna, giving investors broad diversification in the mid-cap space. People might invest in IWR to tap into the growth potential of mid-sized companies, which can offer a mix of expansion opportunities and more stability than smaller firms. A key risk is that the value of the ETF can go up and down with the overall stock market, so returns are not guaranteed.
How much will it cost me?
This ETF has an expense ratio of 0.18%, which means you’ll pay about $1.80 per year for every $1,000 invested. That’s slightly higher than the cheapest index ETFs, but still reasonable for a passively managed fund that tracks a more specialized mid-cap index.
What would affect this ETF?
IWR could benefit if the U.S. economy grows steadily, interest rates eventually ease, and demand stays strong for technology, industrial, and energy companies like Snowflake, Cloudflare, and Marathon Petroleum, supporting mid-sized businesses overall. On the other hand, higher-for-longer interest rates, a U.S. slowdown, or sector-specific setbacks in tech, health care, or consumer-focused names such as Royal Caribbean and Robinhood could hurt mid-cap stocks and weigh on this ETF’s performance.
IWR Top 10 Holdings
IWR is leaning into a mix of mid-cap tech and industrial names, with a clear tilt toward U.S.-based cloud and data infrastructure. Datadog and Cloudflare have been steady to rising drivers, helped by strong growth stories, while Snowflake has been more mixed lately and occasionally loses steam. On the industrial and energy side, United Rentals and refiners like Marathon Petroleum and Phillips 66 are quietly powering returns, benefiting from solid demand. Moderna adds a volatile health care twist, recently surging but still wrestling with fundamental challenges. Overall, performance is being led by tech and cyclical U.S. names.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 MPC | Marathon Petroleum | 0.92% | $537.85M | $124.89B | 120.81% | 66Neutral |
 SNOW | Snowflake | 0.71% | $413.52M | $107.99B | 5.75% | 54Neutral |
 PSX | Phillips 66 | 0.81% | $468.33M | $110.32B | 102.03% | 73Outperform |
 NET | Cloudflare | 0.62% | $359.99M | $99.95B | 4.69% | 61Neutral |
 DDOG | Datadog | 0.52% | $301.48M | $84.48B | 32.73% | 69Neutral |
 MRNA | Moderna | 0.59% | $341.30M | $88.52B | 713.07% | 59Neutral |
 RCL | Royal Caribbean | 0.59% | $342.88M | $82.16B | 11.94% | 67Neutral |
 HPE | Hewlett Packard Enterprise | 0.49% | $287.93M | $73.13B | 109.62% | 68Neutral |
 URI | United Rentals | 0.54% | $311.59M | $72.45B | 34.92% | 73Outperform |
 LITE | Lumentum Holdings | 0.39% | $225.04M | $76.15B | 239.55% | 61Neutral |
IWR Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IWR, the sentiment is Positive. The current price of 110.32 is above the 20-day moving average (MA) of 109.62, above the 50-day MA of 109.62, and above the 200-day MA of 105.63, indicating a bullish trend. The MACD of 0.35 indicates Negative momentum. The RSI at 53.71 is Neutral, neither overbought nor oversold. The STOCH value of 69.44 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IWR.
IWR Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| IWR | $110.32 | $120.00(8.77% Upside) | $58.03B | 0.18% | 68Neutral |
 IJH | $73.92 | $91.34(23.57% Upside) | $123.27B | 0.05% | 73Outperform |
 VO | $81.66 | $98.53(20.66% Upside) | $107.39B | 0.03% | 69Neutral |
 MDY | $674.04 | $826.37(22.60% Upside) | $25.89B | 0.23% | 70Outperform |
 SPMD | $64.73 | $79.68(23.09% Upside) | $18.86B | 0.03% | 71Outperform |
 SCHM | $35.13 | $43.18(22.91% Upside) | $14.82B | 0.03% | 68Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| IWR | iShares Russell Midcap ETF | 110.32 | 16.92 | 18.12% | |
| IJH | iShares Core S&P Mid-Cap ETF | 73.92 | 10.40 | 16.37% | |
| VO | Vanguard Mid-Cap ETF | 81.66 | 10.91 | 15.43% | |
| MDY | State Street Spdr S&P Midcap 400 Etf Trust | 674.04 | 92.84 | 15.97% | |
| SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 64.73 | 9.09 | 16.34% | |
| SCHM | Schwab U.S. Mid-Cap ETF | 35.13 | 6.37 | 22.16% |
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.