iShares Russell Mid-Cap Value ETF Price & Performance (IWS)

Fidelity's latest quarterly rebalancing, effective April 1, 2025, increased exposure to the iShares Russell 1000 Value ETF while reducing allocations to mid-cap value and dividend growth funds. The move reflects a neutral approach to equity size and style, and signals a preference for large-cap value amid shifting market conditions.12

The iShares S&P Mid-Cap 400 Growth ETF (IJK) closed at $83.01, up 0.73% today, and received a 'Buy' rating for the next six months. Trading volume exceeded 3.2 million shares, with the fund offering a modest 0.84% yield and a low 0.17% expense ratio, appealing to cost-conscious investors.34

Recent trends highlight increased allocations to value ETFs such as iShares Russell 1000 Value ETF, with financials making up a significant portion of these portfolios. Managers have trimmed technology holdings and boosted mid-cap exposure, reflecting a growing contrarian tilt and a record-high mid-cap allocation as of mid-2024.56