ETF Copilot
US Mid Cap

Is IWR a good investment?

Updated October 28, 2026

iShares Russell Mid-Cap ETF (IWR) is a US mid-cap ETF. As of October 28, 2026, ETF Copilot scores IWR 4.9 out of 10 — highest on Value (7.1), lowest on Quality (2.6). It trades at 20.3 times earnings, against its own median of 20.3. Its ten largest holdings are 7% of the fund.

What stands out in IWR's data

Holds U.S. mid-cap stocks across the Russell Midcap index.

Priced slightly below the typical mid-cap fund — cheaper entry for the same earnings stream.

Trailing P/E multiple of 20.3x sits just under the category median of 20.7x, with 825 holdings providing broad mid-cap coverage.

A core position in a mid-cap allocation, built on index-level breadth.

How is IWR rated? ETF Copilot scores iShares Russell Mid-Cap ETF (IWR) 4.9 out of 10

As of October 28, 2026, ETF Copilot scores iShares Russell Mid-Cap ETF (IWR) 4.9 out of 10 overall.

ETF Copilot scores (0–10 scale, higher is better):

  • Overall: 4.9 / 10
  • Growth: 3.9 / 10
  • Value: 7.1 / 10
  • Risk: 5.8 / 10
  • Quality: 2.6 / 10
  • Return: 5.3 / 10

Is IWR expensive right now? It trades at 20.3 times earnings, against its own median of 20.3

As of October 28, 2026, IWR is more expensive than 50% of its own last 9 years.

Trailing 12 months, built from IWR's holdings. How we calculate this →

What's inside IWR? 19% Tech

What's inside IWR: Size (Large 47%, Mid 51%, Small 2%); Geography (International 5%, US 95%); Tech 18.6%; AI 2.5%; Semiconductors 2.6%; Memory 0.8%.

What are IWR's top holdings? The ten largest are 7% of the fund

Marathon Petroleum, Phillips 66, Snowflake, Cloudflare, Datadog, Hewlett Packard Enterprise, Moderna, Robinhood Markets, Royal Caribbean and United Rentals are IWR's largest holdings, in that order.

Less concentrated than 98% of US Mid Cap ETFs.

Half of IWR's weight sits in its 157 largest positions, and once those weights are taken into account it behaves like 424 equally weighted holdings.

What is IWR's expense ratio? 0.18% a year

As of October 28, 2026, IWR charges 0.18% a year, yields 1.16% and holds $57.8B in assets across 825 positions.

iShares Russell Mid-Cap ETF (IWR) — cost, income and size
MeasureIWR
Expense ratio0.18%
Dividend yield1.16%
Assets under management$57.8B
Holdings825

Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.

Cite this

ETF Copilot, “iShares Russell Mid-Cap ETF (IWR) scores and holdings analysis”, as of October 28, 2026.
https://etf-copilot.com/etf/iwr

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