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StockVS

NYSE Arca · Mid-Cap Blend · USD · ETF

iShares Russell Mid-Cap ETF (IWR) ETF Analysis

IWR
Expense ratio 0.18% Yield 1.19% Assets $54.90B Since July 17, 2001 Family iShares

Last Updated: October 21, 2026

$110.17
+$0.57 (+0.52%)

October 21, 2026 · Market close

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Price History

Hover for the daily close. The dotted line marks the period open.

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IWR Annualized Returns

PeriodAnnualized$100 becomes
1 year+15.23%$115.23
3 years+19.82%$172.03
5 years+7.25%$141.89
10 years+11.60%$299.56

Returns are total returns computed from daily closes, with dividends reinvested. As of October 21, 2026.

IWR Return by Calendar Year

2016 and 2026 are partial years

View as table ↓View as chart ↑
YearReturn
2026 (partial year)+15.40%
2025+10.37%
2024+15.21%
2023+17.05%
2022−17.48%
2021+22.44%
2020+16.93%
2019+30.23%
2018−9.10%
2017+18.25%
2016 (partial year)+3.31%

IWR Monthly Returns

−20%+15%
YearJanFebMarAprMayJunJulAugSepOctNovDec
2026+3.0+3.8−5.3+7.3+2.9+3.0−0.6+1.8−4.2+3.2——
2025+4.2−2.8−4.6−1.1+5.7+3.7+1.9+2.5+0.8−0.8+1.2−0.3
2024−1.4+5.5+4.3−5.3+2.9−0.8+4.8+2.0+2.2−0.5+8.9−7.1
2023+8.3−2.5−1.4−0.6−2.8+8.3+3.9−3.5−5.0−5.0+10.2+7.7
2022−7.4−0.7+2.5−7.8+0.1−10.0+9.8−3.1−9.2+8.8+6.0−5.4
2021−0.3+5.6+2.7+5.1+0.8+1.4+0.8+2.5−4.1+6.0−3.5+4.1
2020−0.8−8.5−19.7+14.3+7.2+1.6+5.9+3.5−2.0+0.6+13.8+4.7
2019+10.6+4.4+0.9+3.7−6.1+6.7+1.5−2.9+2.0+1.1+3.6+2.2
2018+3.7−4.1+0.0−0.2+2.3+0.7+2.5+3.1−0.6−8.3+2.5−9.9
2017+2.4+2.8−0.2+0.8+0.9+0.9+1.5−0.8+2.8+1.6+3.4+0.9

Monthly total returns with dividends reinvested; each cell prints its signed value.

IWR Volatility & Risk

Volatility: 10 yrs · Beta: 3 yrs
Annualized volatility
19.31%
Beta (3y)
0.98
Best year
+30.23%

2019

Worst year
−17.48%

2022

Volatility is the annualized standard deviation of daily returns. As of October 21, 2026.

Top Holdings

# Symbol Name Weight
1 MPC Marathon Petroleum Corp 0.87%
2 SNOW Snowflake Inc Ordinary Shares 0.85%
3 NET Cloudflare Inc 0.83%
4 PSX Phillips 66 0.77%
5 DDOG Datadog Inc Class A 0.68%
6 HOOD Robinhood Markets Inc Class A 0.65%
7 HPE Hewlett Packard Enterprise Co 0.64%
8 LITE Lumentum Holdings Inc 0.56%
9 WBD Warner Bros. Discovery Inc Ordinary Shares - Class A 0.56%
10 MRNA Moderna Inc 0.53%

Analysis

Data-derived

Fund Overview

iShares Russell Mid-Cap ETF trades as IWR and is categorised as Mid-Cap Blend. The fund holds $54.90B in total net assets. Annual costs run at an expense ratio of 0.18%. On a $10,000 position that is $18.00 a year. iShares is the fund family on file. The inception date on file is July 17, 2001.

Its biggest positions are Marathon Petroleum Corp (MPC), Snowflake Inc Ordinary Shares (SNOW), and Cloudflare Inc (NET). Marathon Petroleum Corp alone accounts for 0.87% of the portfolio. The ten largest positions together make up 6.94% of the fund.

Performance Analysis

IWR last closed at $110.17 on October 21, 2026. The trailing one-year total return is +15.23%. Across 10 years the annualized return works out at +11.60%. The trailing distribution yield is 1.19%.

2026 is still running; the total return is +15.40% year to date. The strongest complete calendar year on file is 2019 at +30.23%; the weakest is 2022 at −17.48%. Of the 9 complete calendar years on file, 7 finished higher.

Price & Risk Profile

Annualized volatility over the trailing 10 years is 19.31%. The reported beta is 0.98. The 52-week range on file runs from $91.64 to $114.97. The latest close sits 20.22% above that 52-week low. The volatility figure is calculated from the stored daily closes, the same series the charts on this page use.

Every figure above is read from this page's own data on each daily rebuild. Informational only, not financial advice. As of October 21, 2026.

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