What if you'd held IWS?
A $1,000 investment in iShares Russell Mid-Cap Value ETF (IWS) at the month-end close of 2001-08 would be worth $10,906 at the close of 2026-09 — +990.6% total return, dividends reinvested. The same $1,000 in the S&P 500, dividends reinvested, would be worth $10,911.
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 2026-09, dividends included.
Every year, $1,000 from 2001
| Year | Value of $1,000 | Year return |
|---|---|---|
| 2001 | $1,000 | — |
| 2002 | $895 | -10.5% |
| 2003 | $1,246 | +39.3% |
| 2004 | $1,532 | +22.9% |
| 2005 | $1,725 | +12.6% |
| 2006 | $2,070 | +20.0% |
| 2007 | $2,037 | -1.6% |
| 2008 | $1,263 | -38.0% |
| 2009 | $1,683 | +33.2% |
| 2010 | $2,094 | +24.5% |
| 2011 | $2,062 | -1.5% |
| 2012 | $2,439 | +18.3% |
| 2013 | $3,250 | +33.2% |
| 2014 | $3,718 | +14.4% |
| 2015 | $3,533 | -5.0% |
| 2016 | $4,232 | +19.8% |
| 2017 | $4,788 | +13.1% |
| 2018 | $4,193 | -12.4% |
| 2019 | $5,314 | +26.7% |
| 2020 | $5,570 | +4.8% |
| 2021 | $7,135 | +28.1% |
| 2022 | $6,258 | -12.3% |
| 2023 | $7,041 | +12.5% |
| 2024 | $7,951 | +12.9% |
| 2025 | $8,811 | +10.8% |
| 2026 | $10,742 | +21.9% |
Best and worst month-end to buy
The best single month-end close to have bought IWS was 2002-09 ($13.46): $1,000 then is $12,697 today. The worst was 2026-09 ($171): $1,000 then is $1,000.
FAQ
What would $1,000 in IWS be worth today?
A $1,000 investment in iShares Russell Mid-Cap Value ETF (IWS) at the start of 2001 would be worth about $10,906 today, a total return of +990.6%. Dividends are reinvested in these figures.
What were the best and worst years for IWS?
iShares Russell Mid-Cap Value ETF (IWS)'s strongest calendar year since 2001 was 2003, a +39.3% return — $1,000 held through that year became about $1,393 by year-end. Its weakest year was 2008, at -38.0%.
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 IWS have grown?
Investing $100 at the end of every month since 2001-08 would have grown to about $134,549 on $30,200 invested.
Did IWS beat the S&P 500?
Over the same period, $1,000 in the S&P 500 with dividends reinvested (the S&P 500 Total Return index) would be worth $10,911. IWS trailed the S&P 500 by +0.0% 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 Value ETF (IWS) historical total-return data from 2001-08 to 2026-09, reduced to month-end closes for the tables above.
Returns use adjusted close prices — adjusted for stock splits and reinvested dividends, the same convention used by major brokerages. End-of-day and live prices come from EODHD; parts of the deep historical series are carried over from Yahoo Finance data. 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 (EODHD): 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 EODHD and Yahoo Finance. As of 2026-09-03. Not financial advice.