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IWR tax-loss harvesting alternatives
iShares Russell Midcap ETF (BlackRock) tracks Russell Midcap. If you hold IWR at a loss, these ETFs track a different index, which generally makes them less likely to be considered “substantially identical” — while still moving closely with IWR during the 31-day wait.
| Held fund | Index tracked | Issuer | Expense ratio | AUM | Holdings | Category |
|---|---|---|---|---|---|---|
| IWR iShares Russell Midcap ETF | Russell Midcap | BlackRock | 0.18% | $56.69B | 829 | US mid cap |
Sources: issuer fund page · public fund profile. Fund data as of 2026-10-16.
IWR wash sale alternatives (different index)
| ETF | Index tracked | Issuer | Expense ratio | AUM | 1-yr correlation | Holdings overlap | Notes |
|---|---|---|---|---|---|---|---|
| VO Vanguard Morningstar Mid-Cap ETF | Morningstar US Mid Cap TR USD | Vanguard | 0.03% | $107.07B | 0.979 | 54.7% | different index |
| VB Vanguard Morningstar Small-Cap ETF | Morningstar US Small Cap TR USD | Vanguard | 0.03% | $77.74B | 0.975 | 44.2% | different index |
| IJH iShares Core S&P Mid-Cap ETF | S&P Mid Cap 400 | BlackRock | 0.05% | $122.65B | 0.961 | 21.8% | different index |
| MDY State Street SPDR S&P MIDCAP 400 ETF Trust | S&P Mid Cap 400 | State Street | 0.23% | $25.96B | 0.960 | 21.8% | different index |
| IVOO Vanguard S&P Mid-Cap 400 ETF | S&P Mid Cap 400 | Vanguard | 0.07% | $3.81B | 0.959 | 22.0% | different index |
| SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF | S&P Mid Cap 400 | State Street | 0.03% | $18.38B | 0.955 | 21.8% | different index |
| RSP Invesco S&P 500 Equal Weight ETF | S&P 500 Equal Weighted | Invesco | 0.20% | $98.58B | 0.947 | n/a | different index |
| SCHM Schwab U.S. Mid-Cap ETF | Dow Jones US Total Stock Market Mid-Cap | Charles Schwab | 0.03% | $14.58B | 0.943 | n/a | different index |
Sorted by 1-year correlation of daily total returns with IWR (through 2026-10-16). Holdings overlap = sum of the smaller weight of each common stock, from issuer holdings files; “n/a” where the issuer does not offer a free download or for bond/international/commodity funds. Hover a value for its as-of dates.
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30-day wash-sale calendar for IWR
The window is 30 calendar days before and after the sale (61 days total, IRC §1091(a)). Buying the replacement fund right away is the point of a swap; the dates above are about buying back the fund you sold, or anything substantially identical to it.
Before you swap
- Turn off dividend reinvestment for IWR in every account (including IRAs) for the window — a reinvested dividend is a purchase.
- Check automatic investments, a spouse’s accounts, and any IWR bought in the 30 days before the sale.
- Your broker generally only flags wash sales for the identical security in the same account. You are responsible for the rest.
- Read how wash sales work and the FAQ, then confirm your plan with a tax professional.