IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
IWP Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 6.96% | 10.33% | 2.71% | 4.63% | 10.37% | 11.93% | 10.01% | 10.64% |
| Sharpe Ratio | 0.51 | 0.57 | 0.19 | 0.20 | 0.69 | 0.52 | 0.72 | 0.47 |
| Max Drawdown | -10.32% | -14.79% | -25.62% | -38.62% | -25.62% | -38.62% | -25.62% | -56.92% |
| % Time Invested | 100.0% | 100.0% | 88.1% | 100.0% | 93.2% | 100.0% | 92.6% | 100.0% |
| Trades / Year | 2.0 | 0.0 | 3.6 | 0.0 | 3.6 | 0.0 | 3.1 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-04-02 | Open | Open | 33% | $116.50 | $133.42 | 14.53% | Mark-to-Market |
| 2026-03-30 | Open | Interest | 34% | $1.00 | $1.00 | 0.37% | Mark-to-Market |
| 2025-12-11 | Open | Interest | 33% | $1.00 | $1.00 | 1.57% | Mark-to-Market |
| 2025-04-30 | 2026-03-30 | Completed | 34% | $118.26 | $125.99 | 6.54% | Stop |
| 2025-07-03 | 2025-12-11 | Completed | 33% | $138.43 | $139.31 | 0.64% | Signal |
| 2025-04-07 | 2025-07-03 | Interest | 33% | $1.00 | $1.01 | 1.02% | Interest Income |
| 2025-04-07 | 2025-04-30 | Interest | 34% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-03-27 | 2025-04-07 | Completed | 33% | $121.00 | $101.29 | -16.29% | Stop |
| 2025-03-27 | 2025-04-07 | Completed | 34% | $121.00 | $101.29 | -16.29% | Stop |
| 2025-03-11 | 2025-04-02 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-03-05 | 2025-03-27 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-03-05 | 2025-03-27 | Interest | 34% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2023-12-20 | 2025-03-11 | Completed | 33% | $103.02 | $116.10 | 12.70% | Stop |
| 2024-09-18 | 2025-03-05 | Completed | 33% | $114.33 | $122.72 | 7.35% | Stop |
| 2023-11-17 | 2025-03-05 | Completed | 34% | $93.58 | $122.72 | 31.14% | Stop |
| 2024-07-10 | 2024-09-18 | Interest | 33% | $1.00 | $1.01 | 0.75% | Interest Income |
| 2024-01-04 | 2024-07-10 | Completed | 33% | $99.65 | $110.14 | 10.53% | Signal |
| 2023-10-26 | 2024-01-04 | Interest | 33% | $1.00 | $1.01 | 0.79% | Interest Income |
| 2023-01-20 | 2023-12-20 | Interest | 33% | $1.00 | $1.04 | 3.65% | Interest Income |
| 2023-10-26 | 2023-11-17 | Interest | 34% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2023-03-27 | 2023-10-26 | Completed | 34% | $86.53 | $85.98 | -0.64% | Stop |
| 2023-02-13 | 2023-10-26 | Completed | 33% | $90.34 | $85.98 | -4.83% | Stop |
| 2023-01-20 | 2023-03-27 | Interest | 34% | $1.00 | $1.01 | 0.65% | Interest Income |
| 2023-01-20 | 2023-02-13 | Interest | 33% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2023-01-18 | 2023-01-20 | Completed | 33% | $87.62 | $85.26 | -2.70% | Signal |
| 2023-01-18 | 2023-01-20 | Completed | 34% | $87.62 | $85.26 | -2.70% | Signal |
| 2023-01-18 | 2023-01-20 | Completed | 33% | $87.62 | $85.26 | -2.70% | Signal |
| 2022-11-16 | 2023-01-18 | Interest | 33% | $1.00 | $1.01 | 0.58% | Interest Income |
| 2022-08-10 | 2023-01-18 | Interest | 33% | $1.00 | $1.02 | 1.56% | Interest Income |
| 2022-02-25 | 2023-01-18 | Interest | 34% | $1.00 | $1.03 | 2.81% | Interest Income |
| 2022-09-28 | 2022-11-16 | Completed | 33% | $77.56 | $86.64 | 11.71% | Signal |
| 2022-01-07 | 2022-09-28 | Interest | 33% | $1.00 | $1.02 | 1.91% | Interest Income |
| 2022-06-01 | 2022-08-10 | Completed | 33% | $84.50 | $90.16 | 6.70% | Signal |
| 2022-05-09 | 2022-06-01 | Interest | 33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-02-03 | 2022-05-09 | Completed | 33% | $97.00 | $82.61 | -14.84% | Stop |
| 2022-02-01 | 2022-02-25 | Completed | 34% | $98.67 | $94.79 | -3.94% | Stop |
| 2022-01-11 | 2022-02-03 | Interest | 33% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2022-01-07 | 2022-02-01 | Interest | 34% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2020-04-01 | 2022-01-11 | Completed | 33% | $56.96 | $104.19 | 82.92% | Stop |
| 2021-06-22 | 2022-01-07 | Completed | 33% | $107.73 | $105.83 | -1.76% | Stop |
| 2021-03-29 | 2022-01-07 | Completed | 34% | $98.42 | $105.83 | 7.53% | Stop |
| 2021-05-28 | 2021-06-22 | Interest | 33% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2021-03-29 | 2021-05-28 | Completed | 33% | $98.42 | $103.70 | 5.36% | Signal |
| 2021-03-05 | 2021-03-29 | Interest | 33% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2021-03-05 | 2021-03-29 | Interest | 34% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2020-08-28 | 2021-03-05 | Completed | 34% | $85.14 | $96.77 | 13.66% | Stop |
| 2020-06-29 | 2021-03-05 | Completed | 33% | $75.60 | $96.77 | 27.99% | Stop |
| 2020-06-30 | 2020-08-28 | Interest | 34% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2020-03-24 | 2020-06-30 | Completed | 34% | $53.32 | $75.62 | 41.84% | Signal |
| 2020-06-05 | 2020-06-29 | Interest | 33% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-06-03 | 2020-06-05 | Completed | 33% | $77.10 | $78.12 | 1.33% | Signal |
| 2020-04-09 | 2020-06-03 | Interest | 33% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2020-03-24 | 2020-04-09 | Completed | 33% | $53.32 | $64.12 | 20.27% | Signal |
| 2020-03-10 | 2020-04-01 | Interest | 33% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-03-02 | 2020-03-24 | Interest | 33% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2020-03-02 | 2020-03-24 | Interest | 34% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-01-11 | 2020-03-10 | Completed | 33% | $57.37 | $66.20 | 15.38% | Stop |
| 2019-05-23 | 2020-03-02 | Completed | 34% | $65.70 | $70.05 | 6.62% | Stop |
| 2019-03-18 | 2020-03-02 | Completed | 33% | $64.93 | $70.05 | 7.89% | Stop |
| 2018-12-21 | 2019-05-23 | Interest | 34% | $1.00 | $1.01 | 1.07% | Interest Income |
| 2018-11-20 | 2019-03-18 | Interest | 33% | $1.00 | $1.01 | 0.85% | Interest Income |
| 2018-12-18 | 2019-01-11 | Interest | 33% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2018-11-16 | 2018-12-21 | Completed | 34% | $58.80 | $53.47 | -9.06% | Stop |
| 2017-02-14 | 2018-12-18 | Completed | 33% | $48.61 | $55.63 | 14.43% | Stop |
| 2018-11-16 | 2018-11-20 | Completed | 33% | $58.80 | $56.52 | -3.87% | Signal |
| 2018-10-25 | 2018-11-16 | Interest | 33% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2018-10-25 | 2018-11-16 | Interest | 34% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2017-01-20 | 2018-10-25 | Completed | 33% | $47.35 | $57.00 | 20.38% | Stop |
| 2016-07-28 | 2018-10-25 | Completed | 34% | $45.80 | $57.00 | 24.45% | Stop |
| 2016-11-21 | 2017-02-14 | Interest | 33% | $1.00 | $1.01 | 0.55% | Interest Income |
| 2016-12-05 | 2017-01-20 | Interest | 33% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2016-05-06 | 2016-12-05 | Completed | 33% | $42.57 | $45.79 | 7.56% | Signal |
| 2016-11-15 | 2016-11-21 | Completed | 33% | $45.30 | $45.95 | 1.44% | Signal |
| 2016-05-11 | 2016-11-15 | Interest | 33% | $1.00 | $1.01 | 0.86% | Interest Income |
| 2015-10-28 | 2016-07-28 | Interest | 34% | $1.00 | $1.01 | 1.41% | Interest Income |
| 2016-02-12 | 2016-05-11 | Completed | 33% | $37.61 | $43.51 | 15.71% | Signal |
| 2015-08-07 | 2016-05-06 | Interest | 33% | $1.00 | $1.02 | 1.52% | Interest Income |
| 2016-01-21 | 2016-02-12 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2015-09-17 | 2016-01-21 | Completed | 33% | $43.98 | $38.78 | -11.83% | Stop |
| 2015-09-17 | 2015-10-28 | Completed | 34% | $43.98 | $43.69 | -0.68% | Signal |
| 2015-08-25 | 2015-09-17 | Interest | 34% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2015-08-25 | 2015-09-17 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2012-03-27 | 2015-08-25 | Completed | 34% | $28.61 | $42.76 | 49.42% | Stop |
| 2011-08-30 | 2015-08-25 | Completed | 33% | $24.32 | $42.76 | 75.83% | Stop |
| 2012-09-21 | 2015-08-07 | Completed | 33% | $28.71 | $45.24 | 57.57% | Signal |
| 2012-07-02 | 2012-09-21 | Interest | 33% | $1.00 | $1.00 | 0.37% | Interest Income |
| 2012-01-04 | 2012-07-02 | Completed | 33% | $24.94 | $26.89 | 7.83% | Signal |
| 2011-10-04 | 2012-03-27 | Interest | 34% | $1.00 | $1.01 | 0.97% | Interest Income |
| 2011-08-05 | 2012-01-04 | Interest | 33% | $1.00 | $1.01 | 0.85% | Interest Income |
| 2011-08-29 | 2011-10-04 | Completed | 34% | $23.96 | $21.12 | -11.84% | Stop |
| 2011-08-08 | 2011-08-30 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-08-05 | 2011-08-29 | Interest | 34% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-06-01 | 2011-08-08 | Completed | 33% | $20.45 | $22.75 | 11.24% | Stop |
| 2010-10-14 | 2011-08-05 | Completed | 33% | $22.70 | $24.53 | 8.07% | Stop |
| 2010-06-01 | 2011-08-05 | Completed | 34% | $20.45 | $24.53 | 19.95% | Stop |
| 2010-09-22 | 2010-10-14 | Interest | 33% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2010-09-17 | 2010-09-22 | Completed | 33% | $21.64 | $21.80 | 0.78% | Signal |
| 2010-07-26 | 2010-09-17 | Interest | 33% | $1.00 | $1.00 | 0.41% | Interest Income |
| 2010-06-01 | 2010-07-26 | Completed | 33% | $20.45 | $20.84 | 1.88% | Signal |
| 2010-05-07 | 2010-06-01 | Interest | 33% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-05-07 | 2010-06-01 | Interest | 34% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-05-07 | 2010-06-01 | Interest | 33% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-03-19 | 2010-05-07 | Completed | 33% | $21.33 | $20.84 | -2.30% | Stop |
| 2009-07-22 | 2010-05-07 | Completed | 34% | $16.48 | $20.84 | 26.45% | Stop |
| 2009-04-28 | 2010-05-07 | Completed | 33% | $14.53 | $20.84 | 43.37% | Stop |
| 2010-02-25 | 2010-03-19 | Interest | 33% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2010-02-23 | 2010-02-25 | Completed | 33% | $20.14 | $19.85 | -1.43% | Signal |
| 2009-07-28 | 2010-02-23 | Interest | 33% | $1.00 | $1.02 | 2.01% | Interest Income |
| 2009-07-22 | 2009-07-28 | Completed | 33% | $16.48 | $17.01 | 3.26% | Signal |
| 2008-08-07 | 2009-07-22 | Interest | 33% | $1.00 | $1.03 | 3.08% | Interest Income |
| 2008-01-10 | 2009-07-22 | Interest | 34% | $1.00 | $1.05 | 5.32% | Interest Income |
| 2008-08-25 | 2009-04-28 | Interest | 33% | $1.00 | $1.02 | 2.07% | Interest Income |
| 2008-08-07 | 2008-08-25 | Completed | 33% | $22.09 | $22.35 | 1.20% | Signal |
| 2008-07-16 | 2008-08-07 | Interest | 33% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2008-02-12 | 2008-08-07 | Completed | 33% | $22.77 | $22.09 | -2.98% | Signal |
| 2008-06-05 | 2008-07-16 | Completed | 33% | $24.67 | $21.65 | -12.23% | Stop |
| 2008-01-14 | 2008-06-05 | Interest | 33% | $1.00 | $1.01 | 1.44% | Interest Income |
| 2008-01-18 | 2008-02-12 | Interest | 33% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2003-12-08 | 2008-01-18 | Completed | 33% | $15.27 | $21.71 | 42.16% | Stop |
| 2007-11-28 | 2008-01-14 | Completed | 33% | $23.92 | $22.97 | -3.95% | Signal |
| 2007-09-11 | 2008-01-10 | Completed | 34% | $23.91 | $22.83 | -4.52% | Stop |
| 2007-09-19 | 2007-11-28 | Interest | 33% | $1.00 | $1.01 | 0.84% | Interest Income |
| 2007-09-11 | 2007-09-19 | Completed | 33% | $23.91 | $24.98 | 4.48% | Signal |
| 2007-08-17 | 2007-09-11 | Interest | 33% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2007-08-17 | 2007-09-11 | Interest | 34% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2007-01-18 | 2007-08-17 | Completed | 34% | $22.81 | $23.13 | 1.38% | Stop |
| 2006-10-27 | 2007-08-17 | Completed | 33% | $21.66 | $23.13 | 6.76% | Stop |
| 2006-09-19 | 2007-01-18 | Interest | 34% | $1.00 | $1.01 | 1.49% | Interest Income |
| 2006-06-26 | 2006-10-27 | Interest | 33% | $1.00 | $1.02 | 1.66% | Interest Income |
| 2006-08-10 | 2006-09-19 | Completed | 34% | $19.43 | $20.73 | 6.69% | Signal |
| 2006-07-19 | 2006-08-10 | Interest | 34% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2005-01-24 | 2006-07-19 | Completed | 34% | $17.27 | $19.41 | 12.38% | Stop |
| 2005-07-18 | 2006-06-26 | Completed | 33% | $18.97 | $20.14 | 6.15% | Signal |
| 2005-05-12 | 2005-07-18 | Interest | 33% | $1.00 | $1.01 | 0.71% | Interest Income |
| 2004-11-15 | 2005-05-12 | Completed | 33% | $17.10 | $17.35 | 1.46% | Signal |
| 2004-09-16 | 2005-01-24 | Interest | 34% | $1.00 | $1.01 | 1.45% | Interest Income |
| 2004-06-18 | 2004-11-15 | Interest | 33% | $1.00 | $1.02 | 1.75% | Interest Income |
| 2004-08-31 | 2004-09-16 | Completed | 34% | $15.15 | $15.71 | 3.73% | Signal |
| 2004-08-09 | 2004-08-31 | Interest | 34% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2003-08-04 | 2004-08-09 | Completed | 34% | $13.32 | $14.58 | 9.46% | Stop |
| 2003-08-04 | 2004-06-18 | Completed | 33% | $13.32 | $16.10 | 20.86% | Signal |
| 2003-08-21 | 2003-12-08 | Interest | 33% | $1.00 | $1.01 | 1.27% | Interest Income |
| 2003-08-19 | 2003-08-21 | Completed | 33% | $13.73 | $13.92 | 1.39% | Signal |
| 2003-07-31 | 2003-08-19 | Interest | 33% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2003-07-31 | 2003-08-04 | Interest | 33% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2003-07-31 | 2003-08-04 | Interest | 34% | $1.00 | $1.00 | 0.02% | Interest Income |
Return Distribution Analysis
