(IWR) iShares Russell Mid-Cap - Ratings and Ratios
Stocks, MidCap, Blend, Equities, Securities
Description: IWR iShares Russell Mid-Cap
The iShares Russell Mid-Cap ETF (IWR) is an exchange-traded fund that tracks the performance of the Russell Midcap Index, investing at least 80% of its assets in the component securities of the underlying index. This allows investors to gain diversified exposure to mid-cap stocks in the US market.
The funds investment strategy includes investing in depositary receipts representing securities of the underlying index, as well as derivatives such as futures, options, and swap contracts, which can be used to manage risk or enhance returns. The funds assets under management (AUM) stand at $43.014 billion, indicating a significant presence in the market.
From a performance perspective, the fund has shown a strong trend, with its 20-day simple moving average (SMA) at $92.01 and a 50-day SMA at $90.01, indicating a bullish signal. The funds price has also been trending upwards, with a 52-week high of $94.62 and a 52-week low of $74.66, representing a significant upside potential. Key performance indicators (KPIs) such as the funds expense ratio, tracking error, and dividend yield can be used to further evaluate its performance.
To further analyze the funds performance, we can look at its tracking efficiency, which measures how closely the fund tracks its underlying index. A high tracking efficiency indicates that the fund is successfully replicating the performance of the Russell Midcap Index. Additionally, the funds trading volume and liquidity can be evaluated to determine its market impact and potential trading costs.
Overall, the iShares Russell Mid-Cap ETF (IWR) offers investors a diversified exposure to mid-cap US stocks, with a strong track record of performance and a significant presence in the market. Further analysis of the funds KPIs and market trends can help investors make informed decisions about their investment strategy.
IWR ETF Overview
| Market Cap in USD | 44,485m |
| Category | Mid-Cap Blend |
| TER | 0.19% |
| IPO / Inception | 2001-07-17 |
IWR ETF Ratings
| Growth Rating | 61.4% |
| Fundamental | - |
| Dividend Rating | 49.5% |
| Return 12m vs S&P 500 | -5.12% |
| Analyst Rating | - |
IWR Dividends
| Dividend Yield 12m | 1.32% |
| Yield on Cost 5y | 2.29% |
| Annual Growth 5y | 5.17% |
| Payout Consistency | 97.9% |
| Payout Ratio | % |
IWR Growth Ratios
| Growth Correlation 3m | 86.3% |
| Growth Correlation 12m | 42.1% |
| Growth Correlation 5y | 67.5% |
| CAGR 5y | 14.60% |
| CAGR/Max DD 3y | 0.69 |
| CAGR/Mean DD 3y | 4.71 |
| Sharpe Ratio 12m | 0.08 |
| Alpha | 0.00 |
| Beta | 0.898 |
| Volatility | 12.27% |
| Current Volume | 986.4k |
| Average Volume 20d | 1263.7k |
| Stop Loss | 93.1 (-3%) |
| Signal | 0.19 |
What is the price of IWR shares?
Over the past week, the price has changed by +0.18%, over one month by +2.12%, over three months by +6.95% and over the past year by +12.65%.
Is iShares Russell Mid-Cap a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of IWR is around 94.22 USD . This means that IWR is currently overvalued and has a potential downside of -1.84%.
Is IWR a buy, sell or hold?
What are the forecasts/targets for the IWR price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 105.8 | 10.3% |
Last update: 2025-09-05 04:48
IWR Fundamental Data Overview
CCE Cash And Equivalents = unknown
Revenue TTM is 0, using Net Income TTM 0.0 + Cost of Revenue 0.0 = 0.0 USD
Beta = 1.09
Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 44.49b USD (44.49b + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = none (FCF TTM 0.0 / Enterprise Value 44.49b)
FCF Margin = unknown (Revenue TTM is 0)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 44.49b / Book Value Of Equity 0.0)
Interest Expense / Debt = 0.0% (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default)
NOPAT = 0.0 (EBIT 0.0, no tax applied on loss)
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown Debt (none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = none (Debt none / FCF TTM 0.0)
Total Stockholder Equity = unknown
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity none)
RoCE = unknown (Ebit 0.0 / (Equity none + L.T.Debt none))
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, Ebit 0.0)
WACC = unknown (E(44.49b)/V(0.0) * Re(9.32%)) + (D(none)/V(0.0) * Rd(0.0%) * (1-Tc(0.21)))
Discount Rate = 9.32% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)
Additional Sources for IWR ETF
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle