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Upturn AI SWOT - About
iShares Russell 2000 Value ETF (IWN)
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Upturn Advisory Summary
04/01/2025: IWN (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -10.89% | Avg. Invested days 49 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 980823 | Beta 1.14 | 52 Weeks Range 143.15 - 182.02 | Updated Date 04/2/2025 |
52 Weeks Range 143.15 - 182.02 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares Russell 2000 Value ETF
ETF Overview
Overview
The iShares Russell 2000 Value ETF (IWN) seeks to track the investment results of the Russell 2000 Value Index, which measures the performance of small-cap value stocks in the U.S. equity market. It primarily focuses on companies with lower price-to-book ratios and lower forecasted growth values. The ETF invests in a diversified portfolio of small-cap companies deemed undervalued.
Reputation and Reliability
BlackRock, the issuer, is one of the world's largest asset managers with a strong reputation and long track record of managing ETFs.
Management Expertise
BlackRock has a highly experienced management team with extensive knowledge in investment management and ETF operations.
Investment Objective
Goal
The fund seeks to track the investment results of the Russell 2000 Value Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, attempting to replicate the performance of the Russell 2000 Value Index.
Composition The ETF primarily holds stocks of small-cap U.S. companies that exhibit value characteristics.
Market Position
Market Share: IWN has a significant market share within the small-cap value ETF segment.
Total Net Assets (AUM): 13500000000
Competitors
Key Competitors
- Vanguard Small-Cap Value ETF (VBR)
- Schwab Fundamental U.S. Small Company ETF (FNDA)
- Avantis U.S. Small Cap Value ETF (AVUV)
Competitive Landscape
The small-cap value ETF market is competitive, with IWN facing competition from other major ETF providers. IWN benefits from BlackRock's brand recognition and large AUM, however, it may have slightly higher expense ratios compared to some competitors like VBR. AVUV differentiates with its active management approach.
Financial Performance
Historical Performance: Historical performance data is not provided.
Benchmark Comparison: Benchmark comparison data is not provided.
Expense Ratio: 0.24
Liquidity
Average Trading Volume
The average trading volume is relatively high, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread is generally tight, which signifies low transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and GDP growth, sector growth prospects (particularly financials, industrials, and consumer discretionary which are often prominent in value indices), and overall market sentiment toward value investing impact IWN.
Growth Trajectory
Growth depends on investor appetite for value stocks and economic conditions favoring smaller companies; strategy changes are unlikely given its passive nature.
Moat and Competitive Advantages
Competitive Edge
IWN benefits from BlackRock's established brand, large AUM resulting in better liquidity, and comprehensive market coverage of small-cap value stocks. Its focus on the Russell 2000 Value Index provides a well-defined and widely tracked benchmark. It offers investors a simple and diversified way to access the small-cap value segment of the market. IWN's passively managed approach keeps costs relatively low compared to actively managed funds.
Risk Analysis
Volatility
Small-cap stocks are inherently more volatile than large-cap stocks; value stocks can also underperform growth stocks during certain market cycles.
Market Risk
The ETF is subject to market risk, including the risk of declines in the value of its underlying holdings due to economic downturns, industry-specific factors, and geopolitical events.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking exposure to the small-cap value segment of the U.S. equity market for diversification purposes, with a moderate to high risk tolerance.
Market Risk
IWN is suitable for long-term investors seeking passive exposure to small-cap value stocks, as well as for active traders seeking to capitalize on short-term market movements.
Summary
The iShares Russell 2000 Value ETF (IWN) offers exposure to the small-cap value segment of the U.S. equity market by tracking the Russell 2000 Value Index. It is managed by BlackRock, a reputable issuer, and boasts strong liquidity due to its large AUM. While small-cap value stocks can be volatile, IWN provides a diversified and low-cost way to access this asset class. The ETF is suitable for long-term investors seeking value exposure and potentially, active traders.
Similar Companies
- VBR
- AVUV
- IJS
- DFSV
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investing in ETFs involves risk, including the potential loss of principal.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Russell 2000 Value ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its assets in the component securities of its underlying index and may invest up to 20% of its assets in certain futures,options and swap contracts, cash and cash equivalents, including shares of money market funds advised by BFA or its affiliates, as well as in securities not included in the underlying index, but which BFA believes will help the fund track the underlying index.
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