iShares Russell Mid-Cap Value ETF
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
15% more funds holding in top 10
Funds holding in top 10: 26 [Q4 2024] → 30 (+4) [Q1 2025]
0.37% less ownership
Funds ownership: 79.89% [Q4 2024] → 79.51% (-0.37%) [Q1 2025]
2% less capital invested
Capital invested by funds: $10.8B [Q4 2024] → $10.5B (-$266M) [Q1 2025]
5% less first-time investments, than exits
New positions opened: 57 | Existing positions closed: 60
3% less funds holding
Funds holding: 931 [Q4 2024] → 903 (-28) [Q1 2025]
27% less repeat investments, than reductions
Existing positions increased: 250 | Existing positions reduced: 343
Research analyst outlook
We haven’t received any recent analyst ratings for IWS.
Financial journalist opinion
Neutral
Zacks Investment Research
1 week ago
Should iShares Russell Mid-Cap Value ETF (IWS) Be on Your Investing Radar?
Launched on 07/17/2001, the iShares Russell Mid-Cap Value ETF (IWS) is a passively managed exchange traded fund designed to provide a broad exposure to the Mid Cap Value segment of the US equity market.
Negative
Seeking Alpha
3 weeks ago
IWS: There Are Better Ways To Accumulate Mid-Cap Value Exposure
IWS underperforms similar mid-cap value ETFs, making it less attractive compared to peers like IWR, IJJ, and RFV. The fund's simplistic value criteria and marginal portfolio differences fail to deliver superior risk-adjusted returns or meaningful outperformance. Given lackluster returns, minimal differentiation, and macro risks, iShares Russell Mid-Cap Value ETF is not a recommended investment versus other mid-cap ETF alternatives.
Positive
Zacks Investment Research
1 month ago
Here's Why You Should Buy Top-Ranked Mid-Cap ETFs Now
Mid-caps offer a unique balance between growth and stability, diversification benefits and potential for undervalued opportunities.
Neutral
Zacks Investment Research
2 months ago
Should iShares Russell Mid-Cap Value ETF (IWS) Be on Your Investing Radar?
Looking for broad exposure to the Mid Cap Value segment of the US equity market? You should consider the iShares Russell Mid-Cap Value ETF (IWS), a passively managed exchange traded fund launched on 07/17/2001.
Negative
Zacks Investment Research
2 months ago
Value ETF Investing: Positioned to Thrive in Uncertain Markets
With rising recession and economic slowdown concerns, value investing stands out as an attractive strategy. Look at ETFs to simplify the implementation of the strategy.
Neutral
Zacks Investment Research
4 months ago
Should iShares Russell Mid-Cap Value ETF (IWS) Be on Your Investing Radar?
Looking for broad exposure to the Mid Cap Value segment of the US equity market? You should consider the iShares Russell Mid-Cap Value ETF (IWS), a passively managed exchange traded fund launched on 07/17/2001.
Neutral
Zacks Investment Research
6 months ago
Should iShares Russell Mid-Cap Value ETF (IWS) Be on Your Investing Radar?
If you're interested in broad exposure to the Mid Cap Value segment of the US equity market, look no further than the iShares Russell Mid-Cap Value ETF (IWS), a passively managed exchange traded fund launched on 07/17/2001.
Negative
Seeking Alpha
7 months ago
IWS: The Case For A Pivot To Mid-Cap Value
The iShares Russell Mid-Cap Value ETF is recommended for its focus on domestically oriented mid-cap stocks, benefiting from tax cuts, deregulation, and protectionism. Mid-cap stocks offer a defensive strategy against potential trade wars and high valuations, with lower P/E ratios compared to the S&P 500. The ETF's value orientation provides downside protection and diversification, making it a prudent addition to a U.S. large-cap portfolio.
Neutral
Zacks Investment Research
8 months ago
Should iShares Russell Mid-Cap Value ETF (IWS) Be on Your Investing Radar?
The iShares Russell Mid-Cap Value ETF (IWS) was launched on 07/17/2001, and is a passively managed exchange traded fund designed to offer broad exposure to the Mid Cap Value segment of the US equity market.
Positive
Zacks Investment Research
9 months ago
Why Should You Buy Mid-Cap ETFs?
Mid-cap investing can be a strong option, offering a unique balance between growth and stability, diversification benefits and potential for undervalued opportunities.
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