Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
iShares Russell 2000 ETF (IWM)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
07/09/2025: IWM (3-star) is a STRONG-BUY. BUY since 39 days. Profits (7.50%). Updated daily EoD!
Upturn Star 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 16.61% | Avg. Invested days 64 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/09/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.18 | 52 Weeks Range 171.26 - 243.04 | Updated Date 06/29/2025 |
52 Weeks Range 171.26 - 243.04 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Russell 2000 ETF
ETF Overview
Overview
The iShares Russell 2000 ETF (IWM) seeks to track the investment results of the Russell 2000 index, which measures the performance of the small-cap sector of the U.S. equity market. The fund is diversified across various sectors and offers exposure to a broad range of small-cap companies.
Reputation and Reliability
BlackRock is a highly reputable and reliable issuer, managing a vast portfolio of ETFs and investment products globally.
Management Expertise
BlackRock has extensive experience and expertise in ETF management, with a dedicated team focused on index tracking and portfolio optimization.
Investment Objective
Goal
The investment objective of IWM is to track the performance of the Russell 2000 Index.
Investment Approach and Strategy
Strategy: IWM employs a passive management strategy, aiming to replicate the composition and performance of the Russell 2000 Index.
Composition IWM primarily holds stocks of small-cap companies included in the Russell 2000 Index. The ETF is diversified across various sectors.
Market Position
Market Share: IWM holds a significant market share in the small-cap ETF segment.
Total Net Assets (AUM): 34790000000
Competitors
Key Competitors
- Vanguard Russell 2000 ETF (VTWO)
- Schwab Russell 2000 Index ETF (SCHA)
- SPDR Portfolio Small Cap ETF (SPSM)
Competitive Landscape
The small-cap ETF market is competitive, with several ETFs tracking the Russell 2000 or similar small-cap indices. IWM benefits from BlackRock's brand recognition and liquidity, while competitors like VTWO and SCHA offer lower expense ratios. SPSM provides a low-cost option with a slightly different weighting approach.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved separately from financial data providers.
Benchmark Comparison: IWM's performance closely tracks the Russell 2000 Index, with slight deviations due to expenses and tracking error.
Expense Ratio: 0.19
Liquidity
Average Trading Volume
IWM exhibits high liquidity with a substantial average daily trading volume, facilitating ease of trading for investors.
Bid-Ask Spread
The bid-ask spread for IWM is generally tight, indicating low transaction costs for buying and selling shares.
Market Dynamics
Market Environment Factors
Economic growth, interest rate policies, and investor sentiment towards small-cap stocks significantly influence IWM's performance.
Growth Trajectory
IWM's growth trajectory is tied to the performance of small-cap companies, which can exhibit higher growth potential but also greater volatility compared to large-cap stocks. No significant changes to strategy.
Moat and Competitive Advantages
Competitive Edge
IWM's competitive edge lies in its first-mover advantage and BlackRock's brand recognition, resulting in substantial AUM and liquidity. This liquidity enables efficient trading and reduces transaction costs for investors. The ETF benefits from BlackRock's established infrastructure and expertise in index tracking. While other ETFs may offer lower expense ratios, IWM's liquidity and brand recognition provide a strong value proposition for many investors.
Risk Analysis
Volatility
IWM exhibits higher volatility compared to large-cap ETFs, reflecting the greater price fluctuations of small-cap stocks.
Market Risk
IWM is subject to market risk, including the risk of economic downturns, industry-specific challenges, and changes in investor sentiment towards small-cap companies.
Investor Profile
Ideal Investor Profile
The ideal investor profile for IWM includes those seeking broad exposure to the U.S. small-cap equity market and willing to accept higher volatility for potential growth.
Market Risk
IWM is suitable for long-term investors seeking diversification and exposure to small-cap growth, as well as active traders looking to capitalize on short-term market movements in the small-cap sector.
Summary
The iShares Russell 2000 ETF (IWM) offers broad exposure to the U.S. small-cap market, tracking the Russell 2000 Index. It is managed by BlackRock, a reputable issuer, and exhibits high liquidity. IWM is subject to greater volatility than large-cap ETFs due to the inherent risk of small-cap stocks. Ideal investors are those seeking long-term growth potential or active traders capitalizing on short-term market movements.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Official Website
- BlackRock Official Website
- Morningstar
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market data is subject to change.
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 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 in investments that have economic characteristics that are substantially identical to the component securities of its underlying index (i.e., depositary receipts representing securities of the underlying index) and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.