If you invested $1,000 in IWR — what it would be worth today
A $1,000 investment in iShares Russell Midcap ETF (IWR) in January 2016 would be worth $3,493 as of August 2026 with dividends reinvested — 12.6% a year. Use the dropdowns above to try any amount, ticker, or starting month back to August 2001.
Over the same period, the same $1,000 would be worth $4,690 in the S&P 500 (SPY) and $7,398 in the Nasdaq-100 (QQQ). IWR trailed both the S&P 500 and the Nasdaq-100 over that period.
Growth of $1,000 in IWR since January 2016#
monthlyiShares Russell Midcap ETF (IWR). Total return approximated via dividend- and split-adjusted closes (no taxes or fees). Not investment advice.
Growth of $1,000 in IWR by starting month#
$1,000 invested in IWR, by starting year#
| Invested in | Worth today | Same in QQQ | Multiple | Annualized |
|---|---|---|---|---|
| 2016 | $3,493 | $7,398 | 3.5× | 12.6% |
| 2017 | $2,805 | $6,116 | 2.8× | 11.5% |
| 2018 | $2,342 | $4,457 | 2.3× | 10.5% |
| 2019 | $2,416 | $4,452 | 2.4× | 12.5% |
| 2020 | $2,069 | $3,390 | 2.1× | 11.8% |
| 2021 | $1,760 | $2,344 | 1.8× | 10.8% |
| 2022 | $1,547 | $2,021 | 1.5× | 10.2% |
| 2023 | $1,604 | $2,472 | 1.6× | 14.4% |
| 2024 | $1,505 | $1,735 | 1.5× | 17.7% |
| 2025 | $1,237 | $1,377 | 1.2× | 15.1% |
Methodology#
Investments are assumed made at the first trading day's close of the chosen year. "Dividends reinvested" uses split- and dividend-adjusted closes (a standard total-return approximation; taxes and fees excluded). "Price-only" uses split-adjusted closes. IWR data begins August 2001; values as of August 2026 and refresh daily. Past performance does not predict future returns; not investment advice.
See the live IWR chart and fundamentals on the IWR quote page or compare with the same investment in SPY.
FAQ
- How much would $1,000 invested in IWR be worth today?
- A $1,000 investment in iShares Russell Midcap ETF (IWR) in January 2016 would be worth about $3,493 as of August 2026, with dividends reinvested. That works out to about 12.6% a year.
- How far back does the IWR calculation go?
- IWR data begins August 2001. You can pick any starting month from then to the present and see what your investment would be worth today.
- Does this include dividends?
- Yes. The default "dividends reinvested" view uses split- and dividend-adjusted closing prices — a standard total-return approximation that excludes taxes and fees. A price-only view (split-adjusted, no dividends) is also available.