Is IWS a good investment?

iShares Russell Mid-Cap Value ETF (IWS) is a US mid-cap ETF. As of September 11, 2026, ETF Copilot scores IWS 4.4 out of 10 — highest on Valuation (6.0), lowest on Quality (2.7). It trades at 18.6 times earnings, against its own median of 17.3. Its ten largest holdings are 7% of the fund.

Updated September 11, 2026

How is IWS rated? ETF Copilot scores iShares Russell Mid-Cap Value ETF (IWS) 4.4 out of 10

As of September 11, 2026, ETF Copilot scores iShares Russell Mid-Cap Value ETF (IWS) 4.4 out of 10 overall.

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

Overall: 4.4 / 10
Growth: 4.4 / 10
Valuation: 6.0 / 10
Risk: 4.0 / 10
Quality: 2.7 / 10
Return: 4.8 / 10

What is IWS's expense ratio? 0.23% a year

As of September 11, 2026, IWS charges 0.23% a year, yields 1.84% and holds $15.7B in assets across 716 positions.

iShares Russell Mid-Cap Value ETF (IWS) — cost, income and size
Measure	IWS
Expense ratio	0.23%
Dividend yield	1.84%
Assets under management	$15.7B
Holdings	716

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.

What stands out in IWS's data

U.S. mid-cap value stocks, screened for reasonable prices.

Priced below the typical mid-cap fund — you pay less for each dollar of earnings.

Trailing P/E multiple of 18.6x sits below the 20.2x category median, among the cheapest fifth of peers. Holds 716 stocks for broad mid-cap coverage.

A broad value allocation for a portfolio that already owns a mid-cap core.

Why did IWS move this week? It fell 2.3% in the week to September 11, 2026 — Baker Hughes and Workday drove it

IWS fell 2.3% in the week to September 11, 2026. The holdings that moved it most were Baker Hughes (−7.2%), Workday (−10.3%) and Coinbase Global (−9.1%); Hewlett Packa (+14.1%) pushed the other way.

Is IWS expensive right now? It trades at 18.6 times earnings, against its own median of 17.3

As of September 11, 2026, IWS is more expensive than 61% of its own 114 monthly readings since 2017 — 70 of those months were cheaper than today.

Trailing twelve-month, computed by ETF Copilot from the fund's holdings rather than quoted from a data provider, and rebuilt nightly.

What's inside IWS? 12% Tech

What's inside IWS: Size (Large 39%, Mid 59%, Small 3%); Geography (International 5%, US 95%); Tech 12.4%; AI 0.7%; Semiconductors 1.0%; Memory 0.3%.

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

Phillips 66, Hewlett Packard Enterprise, Digital Realty Trust, Warner Bros. Discovery, Allstate, Baker Hughes, Kinder Morgan, ONEOK, Marathon Petroleum and Corteva are IWS's largest holdings, in that order.

Less concentrated than 94% of US Mid Cap ETFs.

Half of IWS's weight sits in its 141 largest positions, and once those weights are taken into account it behaves like 384 equally weighted holdings.

Cite this

ETF Copilot, “iShares Russell Mid-Cap Value ETF (IWS) scores and holdings analysis”, as of September 11, 2026.
https://etf-copilot.com/etf/iws