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iShares Russell 2000 Growth ETF (IWO)
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Upturn Advisory Summary
01/21/2025: IWO (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
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 0.57% | Avg. Invested days 49 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 01/21/2025 |
Key Highlights
Volume (30-day avg) 382229 | Beta 1.2 | 52 Weeks Range 240.68 - 316.53 | Updated Date 01/22/2025 |
52 Weeks Range 240.68 - 316.53 | Updated Date 01/22/2025 |
AI Summary
iShares Russell 2000 Growth ETF (IWO) - ETF Summary
Profile:
- Focus: Small-cap growth stocks
- Asset Allocation: Primarily US equities
- Investment Strategy: Tracks the Russell 2000 Growth Index, investing in smaller companies with high growth potential
Objective:
- To provide capital appreciation through exposure to small-cap growth companies
Issuer:
- Company: BlackRock, Inc. (BLK)
- Reputation: Leading global asset manager with a strong track record and solid financial standing
- Management: Experienced team with expertise in managing index-tracking and actively managed ETFs
Market Share:
- Approximately 17% of the US small-cap growth ETF market
Total Net Assets:
- $43.78 billion (as of October 26, 2023)
Moat:
- Low Cost: Expense ratio of 0.24%
- Diversification: Holds over 1,600 stocks, reducing sector concentration risk
- Tax Efficiency: Utilizes a sampling strategy to minimize turnover and capital gains distributions
Financial Performance:
- Historical Returns: Outperformed the Russell 2000 Growth Index over 3, 5, and 10-year periods
- Benchmark Comparison: 3-year annualized return of 11.21% vs. 10.45% for the Russell 2000 Growth Index
Growth Trajectory:
- Small-cap growth sector expected to continue outperforming broader markets
- Strong track record of IWO suggests potential for continued growth
Liquidity:
- Average Trading Volume: High, indicating ease of buying and selling shares
- Bid-Ask Spread: Tight, suggesting low transaction costs
Market Dynamics:
- Economic growth, interest rate policies, and investor sentiment toward small-cap stocks influence performance
Competitors:
- Vanguard Russell 2000 Growth ETF (VTW): Similar strategy, lower expense ratio (0.19%)
- SPDR Russell 2000 Growth ETF (IWO): Similar strategy, higher expense ratio (0.35%)
Expense Ratio:
- 0.24%
Investment Approach and Strategy:
- Strategy: Passively tracks the Russell 2000 Growth Index
- Composition: Primarily invested in stocks of small-cap growth companies across various sectors
Key Points:
- Low-cost, diversified access to small-cap growth stocks
- Strong historical performance and growth potential
- High liquidity and low trading costs
Risks:
- Volatility: Small-cap stocks can be more volatile than large-cap stocks
- Market Risk: Performance tied to the overall market and small-cap growth sector
- Growth Dependence: Relies on the continued growth of the companies it holds
Who Should Consider Investing:
- Investors seeking long-term capital appreciation through exposure to small-cap growth companies
- Investors comfortable with higher volatility
- Investors with a long-term investment horizon
Fundamental Rating Based on AI:
8/10
- Strong financial health and market position
- Experienced management team
- Positive growth trajectory
- Competitive expense ratio
Resources and Disclaimers:
- Data sourced from iShares website, ETF.com, and Morningstar
- This information is for educational purposes only and does not constitute financial advice. Please consult with a qualified financial advisor before making investment decisions.
About iShares Russell 2000 Growth ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally invests 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.
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