Ishares Russell Mid Cap Etf Profile

IWR Etf  USD 101.78  2.58  2.60%   

Performance

Fair

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
IShares Russell is selling at 101.78 as of the 7th of February 2026; that is 2.60 percent increase since the beginning of the trading day. The etf's lowest day price was 100.18. IShares Russell has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat fair performance during the last 90 days. The performance scores are derived for the period starting the 9th of November 2025 and ending today, the 7th of February 2026. Click here to learn more.
The fund generally invests at least 80 percent 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 and may invest up to 20 percent of its assets in certain futures, options and swap contracts, cash and cash equivalents. More on iShares Russell Mid Cap

Moving together with IShares Etf

  0.99VO Vanguard Mid CapPairCorr
  0.96VXF Vanguard Extended MarketPairCorr
  0.99IJH iShares Core SPPairCorr
  0.99MDY SPDR SP MIDCAPPairCorr
  0.97FV First Trust DorseyPairCorr

Moving against IShares Etf

  0.35GBTC Grayscale Bitcoin TrustPairCorr

IShares Etf Highlights

ChairmanLee Kranefuss
Thematic Ideas
(View all Themes)
Business ConcentrationMid Cap ETFs, Size And Style ETFs, Mid-Cap Blend, iShares (View all Sectors)
IssueriShares
Inception Date2001-07-17
BenchmarkRussell MidCap Index
Entity TypeRegulated Investment Company
Asset Under Management47.72 Billion
Average Trading Volume2.45 Million
Asset TypeEquity
CategorySize and Style
FocusMid Cap
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorJ.P. Morgan Chase Bank, N.A.
AdvisorBlackRock Fund Advisors
CustodianJPMorgan Chase Bank, N.A.
DistributorBlackRock Investments, LLC
Portfolio ManagerDiane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason
Transfer AgentJ.P. Morgan Chase Bank, N.A.
Fiscal Year End31-Mar
ExchangeNYSE Arca, Inc.
Number of Constituents815
Market MakerRBC Capital Markets
Total Expense0.19
Management Fee0.19
Country NameUSA
Returns Y T D4.23
NameiShares Russell Mid-Cap ETF
Currency CodeUSD
Open FigiBBG000JWXHK2
In Threey Volatility15.5
1y Volatility10.38
200 Day M A94.1564
50 Day M A98.251
CodeIWR
Updated At6th of February 2026
Currency NameUS Dollar
iShares Russell Mid Cap [IWR] is traded in USA and was established 2001-07-17. The fund is classified under Mid-Cap Blend category within iShares family. The entity is thematically classified as Mid Cap ETFs. iShares Russell Mid currently have 24.68 B in assets under management (AUM). , while the total return for the last 3 years was 13.4%.
Check IShares Russell Probability Of Bankruptcy

Geographic Allocation (%)

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares Russell Mid Cap Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

iShares Russell Mid Currency Exposure

iShares Russell Mid Cap holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of IShares Russell will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in iShares Russell Mid Cap.

IShares Russell Top Holders

IRMAXVoya Russelltm MidMutual FundMid-Cap Blend
BRMKXBlackrock Midcap IndexMutual FundMid-Cap Blend
BRMAXBlackrock Midcap IndexMutual FundMid-Cap Blend
BRMIXBlackrock Midcap IndexMutual FundMid-Cap Blend
BSMAXBlackrock Smallmid CapMutual FundSmall Blend
BSMKXBlackrock Smallmid CapMutual FundSmall Blend
IRMCXVoya Russelltm MidMutual FundMid-Cap Blend
IRMTXVoya Russelltm MidMutual FundMid-Cap Blend
More Details

iShares Russell Mid Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares Russell. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

iShares Russell Mid Technical Analysis

Transformation
The output start index for this execution was zero with a total number of output elements of sixty-one. iShares Russell Mid Inverse Tangent Over Price Movement function is an inverse trigonometric method to describe IShares Russell price patterns.

IShares Russell Against Markets

IShares Etf Analysis Notes

IShares Russell is is formed as Regulated Investment Company in the United States. ETF is managed and operated by J.P. Morgan Chase Bank, N.A.. The fund has 815 constituents with avarage daily trading value of 2.5 M. The fund charges 0.19 percent management fee with a total expences of 0.19 percent of total asset. The fund generated returns of 9.0% over the last ten years. iShares Russell Mid retains 99.96% of assets under management (AUM) in equities. This fund last dividend was 0.266 per share. The fund generally invests at least 80 percent 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 and may invest up to 20 percent of its assets in certain futures, options and swap contracts, cash and cash equivalents. Russell Mid-Cap is traded on NYSEARCA Exchange in the United States. To learn more about iShares Russell Mid Cap call the company at NA.

iShares Russell Mid Investment Alerts

Latest headline from thelincolnianonline.com: iShares Russell Mid-Cap ETF IWR Shares Acquired by Thrivent Financial for Lutherans
The fund retains 99.96% of its assets under management (AUM) in equities

IShares Russell Thematic Classifications

In addition to having IShares Russell etf in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Mid Cap ETFs Idea
Mid Cap ETFs
USA ETFs from Mid Cap clasification
Size And Style ETFs Idea
Size And Style ETFs
USA ETFs from Size And Style clasification

IShares Market Capitalization

The company currently falls under 'Large-Cap' category with a total capitalization of 24.78 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate IShares Russell's market, we take the total number of its shares issued and multiply it by IShares Russell's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities. iShares Russell Mid Cap invests in 802 different instruments across multiple market segments that include assets with varying market capitalizations.

Management Efficiency

IShares Russell's management efficiency ratios could be used to measure how well IShares Russell manages its routine affairs as well as how well it operates its assets and liabilities.
Effective management at IShares Russell has been a driving force behind its market achievements. We assess the correlation between management practices and financial success to determine the stock's value.
Returns 3 Y
13.46
Returns 5 Y
8.56
Returns 1 Y
9.7
Total Assets
47.9 B
Yield
1.25

Top iShares Russell Mid Cap Etf Constituents

Institutional Etf Holders for IShares Russell

Have you ever been surprised when a price of an equity instrument such as IShares Russell is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading iShares Russell Mid Cap backward and forwards among themselves. IShares Russell's institutional investor refers to the entity that pools money to purchase IShares Russell's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
IRMAXVoya Russelltm MidMutual FundMid-Cap Blend
BRMKXBlackrock Midcap IndexMutual FundMid-Cap Blend
BRMAXBlackrock Midcap IndexMutual FundMid-Cap Blend
BRMIXBlackrock Midcap IndexMutual FundMid-Cap Blend
BSMAXBlackrock Smallmid CapMutual FundSmall Blend
BSMKXBlackrock Smallmid CapMutual FundSmall Blend
IRMCXVoya Russelltm MidMutual FundMid-Cap Blend
IRMTXVoya Russelltm MidMutual FundMid-Cap Blend
More Details
Note, although IShares Russell's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

IShares Russell Outstanding Bonds

IShares Russell issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. iShares Russell Mid uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most IShares bonds can be classified according to their maturity, which is the date when iShares Russell Mid Cap has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

IShares Russell Predictive Daily Indicators

IShares Russell intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of IShares Russell etf daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

IShares Russell Forecast Models

IShares Russell's time-series forecasting models are one of many IShares Russell's etf analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary IShares Russell's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.
When determining whether iShares Russell Mid is a strong investment it is important to analyze IShares Russell's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact IShares Russell's future performance. For an informed investment choice regarding IShares Etf, refer to the following important reports:
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Russell Mid Cap. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in child.
You can also try the Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.
Investors evaluate iShares Russell Mid using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating IShares Russell's intrinsic value - the estimated true worth - helps identify when the stock trades at a discount or premium to fair value. Market participants employ diverse analytical approaches to determine fair value and identify buying opportunities when prices dip below calculated worth. External factors like market trends, sector rotation, and investor psychology can cause IShares Russell's market price to deviate significantly from intrinsic value.
Please note, there is a significant difference between IShares Russell's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Russell is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. Conversely, IShares Russell's market price signifies the transaction level at which participants voluntarily complete trades.