What if you'd held IWR?
A $1,000 investment in iShares Russell Mid-Cap ETF (IWR) at the month-end close of 2001-08 would be worth $11,581 at the close of 2026-08 — +1058.1% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $6,800.
Your scenario
Result
If you'd bought $1,000 at the start of each year
Value of $1,000 invested on January 1 of each year, held to 2026-08, dividends included.
Every year, $1,000 from 2001
| Year | Value of $1,000 | Year return |
|---|---|---|
| 2001 | $1,000 | — |
| 2002 | $834 | -16.6% |
| 2003 | $1,168 | +40.1% |
| 2004 | $1,397 | +19.6% |
| 2005 | $1,571 | +12.5% |
| 2006 | $1,810 | +15.2% |
| 2007 | $1,902 | +5.1% |
| 2008 | $1,115 | -41.4% |
| 2009 | $1,568 | +40.6% |
| 2010 | $1,966 | +25.3% |
| 2011 | $1,931 | -1.8% |
| 2012 | $2,260 | +17.1% |
| 2013 | $3,041 | +34.5% |
| 2014 | $3,438 | +13.1% |
| 2015 | $3,348 | -2.6% |
| 2016 | $3,806 | +13.7% |
| 2017 | $4,501 | +18.3% |
| 2018 | $4,091 | -9.1% |
| 2019 | $5,329 | +30.3% |
| 2020 | $6,231 | +16.9% |
| 2021 | $7,628 | +22.4% |
| 2022 | $6,295 | -17.5% |
| 2023 | $7,368 | +17.0% |
| 2024 | $8,489 | +15.2% |
| 2025 | $9,370 | +10.4% |
| 2026 | $11,116 | +18.6% |
Best and worst month-end to buy
The best single month-end close to have bought IWR was 2002-09 ($7.93): $1,000 then is $14,327 today. The worst was 2026-08 ($114): $1,000 then is $1,000.
FAQ
What would $1,000 in IWR be worth today?
A $1,000 investment in iShares Russell Mid-Cap ETF (IWR) at the start of 2001 would be worth about $11,581 today, a total return of +1058.1%. Dividends are reinvested in these figures.
What were the best and worst years for IWR?
iShares Russell Mid-Cap ETF (IWR)'s strongest calendar year since 2001 was 2009, a +40.6% return — $1,000 held through that year became about $1,406 by year-end. Its weakest year was 2008, at -41.4%.
Does the calculator include dividends and splits?
Yes where available. Prices are adjusted for both stock splits and reinvested dividends (total return), the same measure brokerages use.
How much would $100 per month in IWR have grown?
Investing $100 at the end of every month since 2001-08 would have grown to about $147,824 on $30,100 invested.
Did IWR beat the S&P 500?
Over the same period, $1,000 in the S&P 500 index would be worth $6,800. IWR beat the S&P 500 by +70.3% in total return.
Is this investment advice?
No. Wall Street Regrets is an entertainment and education tool. Every number is a historical calculation, not a prediction, and past performance never guarantees future results.
Methodology
iShares Russell Mid-Cap ETF (IWR) historical total-return data from 2001-08 to 2026-08, reduced to month-end closes for the tables above.
Returns use adjusted close prices from Yahoo Finance historical data — adjusted for stock splits and reinvested dividends — the same convention used by major brokerages. A "year" scenario invests $1,000 at the prior December's month-end close and values it at the latest available month-end close. Non-USD amounts are converted at historical month-end exchange rates (Yahoo Finance): to USD on the buy date and back to your currency at the latest rate, so the return reflects the currency move as well as the asset.
Month-end resolution means intra-month extremes are not captured in tables; the calculator uses exact trading-day closes where daily data is available. Figures ignore taxes, fees, and the currency effects of non-USD listings. History is not a forecast. Wall Street Regrets is entertainment, not investment advice.
What if you'd held…
Data: adjusted close prices via Yahoo Finance. As of 2026-08. Not financial advice.