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iShares Russell 2000 ETF(IWM)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
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Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IWM
11/12/2026: IWM (5-star) is currently NOT-A-BUY. Pass it for now.
The iShares Russell 2000 ETF (IWM) provides broad, liquid access to the U.S. small-cap equity market by tracking the Russell 2000 Index. Its primary strengths are its immense trading volume and deep liquidity, making it a standard tool for both institutional and tactical retail market participants. It serves as an effective vehicle for gaining exposure to smaller, domestically-focused companies that may benefit from U.S. economic expansion. However, investors must be aware of its high volatility and the inclusion of companies with varying levels of financial stability. It is best suited for growth-oriented investors or active market participants who can manage the risks associated with the smaller-cap sector.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Small-cap companies often offer higher growth potential than large-cap peers during early economic recovery phases. |
| Momentum investor | Strong fit while signal remains positive | Its high liquidity makes it a favored tool for momentum traders looking to capitalize on cyclical trends in the small-cap sector. |
| Value investor | Mixed fit | Small-caps can become undervalued, but the sector often includes speculative firms without established earnings. |
| Dividend/Income investor | Weak fit | Small-cap companies typically prioritize reinvesting profits for growth rather than paying consistent dividends. |
| Low-risk investor | Weak fit | Small-cap equities are inherently more volatile and prone to larger drawdowns than large-cap indices. |
Investor Profile
Ideal Investor Profile
Investors seeking exposure to the U.S. small-cap market for growth potential or tactical diversification.
Suitability
Suited for long-term investors with a high risk tolerance or active traders who utilize the fund's liquidity.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Small-cap stocks historically experience wider price swings compared to larger, more established companies. |
| Market risk | High | The fund is fully exposed to systematic risks that affect the broader U.S. economy and small-business environment. |
| Concentration | Low | Holding 2,000 individual stocks provides excellent diversification, mitigating the impact of any single company failure. |
| Tracking/expense | Low | The fund has a low expense ratio and minimal tracking error, making it a cost-efficient vehicle for index exposure. |
| Liquidity | Low | IWM's massive trading volume ensures that investors can enter or exit positions easily without significantly impacting market prices. |
| Business/sector quality | Medium / high | The index includes many companies with lower profitability or higher debt-to-equity ratios compared to the S&P 500. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
IWM is characterized by high historical beta and volatility, reflecting the risk inherent in smaller companies.
Market Risk
The fund is highly sensitive to U.S. economic policy, interest rate shifts, and domestic business cycle fluctuations.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Small-Cap Equities | 99.5 | This provides broad diversification across 2,000 small-sized U.S. companies across all major economic sectors. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | Minor cash holdings are maintained for daily operational liquidity and dividend distribution. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 32.9% | Avg. Invested days 87 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/12/2026 |
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