Ishares Russell Mid Cap Etf Profile
| IWR Etf | USD 101.78 2.58 2.60% |
PerformanceFair
| Odds Of DistressLow
|
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
| 0.99 | VO | Vanguard Mid Cap | PairCorr |
| 0.96 | VXF | Vanguard Extended Market | PairCorr |
| 0.99 | IJH | iShares Core SP | PairCorr |
| 0.99 | MDY | SPDR SP MIDCAP | PairCorr |
| 0.97 | FV | First Trust Dorsey | PairCorr |
Moving against IShares Etf
IShares Etf Highlights
| Chairman | Lee Kranefuss |
| Thematic Ideas | (View all Themes) |
| Business Concentration | Mid Cap ETFs, Size And Style ETFs, Mid-Cap Blend, iShares (View all Sectors) |
| Issuer | iShares |
| Inception Date | 2001-07-17 |
| Benchmark | Russell MidCap Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 47.72 Billion |
| Average Trading Volume | 2.45 Million |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Mid Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | J.P. Morgan Chase Bank, N.A. |
| Advisor | BlackRock Fund Advisors |
| Custodian | JPMorgan Chase Bank, N.A. |
| Distributor | BlackRock Investments, LLC |
| Portfolio Manager | Diane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason |
| Transfer Agent | J.P. Morgan Chase Bank, N.A. |
| Fiscal Year End | 31-Mar |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 815 |
| Market Maker | RBC Capital Markets |
| Total Expense | 0.19 |
| Management Fee | 0.19 |
| Country Name | USA |
| Returns Y T D | 4.23 |
| Name | iShares Russell Mid-Cap ETF |
| Currency Code | USD |
| Open Figi | BBG000JWXHK2 |
| In Threey Volatility | 15.5 |
| 1y Volatility | 10.38 |
| 200 Day M A | 94.1564 |
| 50 Day M A | 98.251 |
| Code | IWR |
| Updated At | 6th of February 2026 |
| Currency Name | US 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
| IRMAX | Voya Russelltm Mid | Mutual Fund | Mid-Cap Blend | |
| BRMKX | Blackrock Midcap Index | Mutual Fund | Mid-Cap Blend | |
| BRMAX | Blackrock Midcap Index | Mutual Fund | Mid-Cap Blend | |
| BRMIX | Blackrock Midcap Index | Mutual Fund | Mid-Cap Blend | |
| BSMAX | Blackrock Smallmid Cap | Mutual Fund | Small Blend | |
| BSMKX | Blackrock Smallmid Cap | Mutual Fund | Small Blend | |
| IRMCX | Voya Russelltm Mid | Mutual Fund | Mid-Cap Blend | |
| IRMTX | Voya Russelltm Mid | Mutual Fund | Mid-Cap Blend |
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.
| Mean Deviation | 0.6717 | |||
| Semi Deviation | 0.7317 | |||
| Standard Deviation | 0.8764 | |||
| Variance | 0.7682 |
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 ETFsUSA ETFs from Mid Cap clasification | |
![]() | Size And Style ETFsUSA 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
| FCX | Freeport McMoran Copper Gold | Stock | |
| MU | Micron Technology | Stock | |
| APH | Amphenol | Stock | |
| VEEV | Veeva Systems Class | Stock | |
| FIS | Fidelity National Information | Stock | |
| ROKU | Roku Inc | Stock | |
| IDXX | IDEXX Laboratories | Stock | |
| MAR | Marriott International | Stock | |
| AZO | AutoZone | Stock | |
| LRCX | Lam Research Corp | Stock | |
| STI | Solidion Technology | Stock | |
| SYF | Synchrony Financial | Stock | |
| JCI | Johnson Controls International | Stock | |
| XEL | Xcel Energy | Stock | |
| TWLO | Twilio Inc | Stock | |
| IR | Ingersoll Rand | Stock | |
| LNG | Cheniere Energy | Stock | |
| NVDA | NVIDIA | Stock | |
| KLAC | KLA Tencor | Stock | |
| NOW | ServiceNow | Stock | |
| CTVA | Corteva | Stock | |
| ISRG | Intuitive Surgical | Stock | |
| MPC | Marathon Petroleum Corp | Stock | |
| SRE | Sempra Energy | Stock | |
| CARR | Carrier Global Corp | Stock | |
| LULU | Lululemon Athletica | Stock | |
| LHX | L3Harris Technologies | Stock | |
| CMG | Chipotle Mexican Grill | Stock |
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.
| IRMAX | Voya Russelltm Mid | Mutual Fund | Mid-Cap Blend | |
| BRMKX | Blackrock Midcap Index | Mutual Fund | Mid-Cap Blend | |
| BRMAX | Blackrock Midcap Index | Mutual Fund | Mid-Cap Blend | |
| BRMIX | Blackrock Midcap Index | Mutual Fund | Mid-Cap Blend | |
| BSMAX | Blackrock Smallmid Cap | Mutual Fund | Small Blend | |
| BSMKX | Blackrock Smallmid Cap | Mutual Fund | Small Blend | |
| IRMCX | Voya Russelltm Mid | Mutual Fund | Mid-Cap Blend | |
| IRMTX | Voya Russelltm Mid | Mutual Fund | Mid-Cap Blend |
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.
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| MGM Resorts International Corp BondUS552953CD18 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
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.
| Accumulation Distribution | 31902.23 | |||
| Daily Balance Of Power | 1.491329 | |||
| Rate Of Daily Change | 1.03 | |||
| Day Median Price | 101.05 | |||
| Day Typical Price | 101.29 | |||
| Price Action Indicator | 2.02 | |||
| Period Momentum Indicator | 2.58 |
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.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.
