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Upturn AI SWOT - About
iShares Russell 2000 ETF (IWM)
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Upturn Advisory Summary
09/17/2025: IWM (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star 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 24.89% | Avg. Invested days 74 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 09/17/2025 |
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, a widely recognized benchmark of small-cap U.S. stocks. The ETF provides exposure to a broad range of smaller companies, offering potential for growth but also higher volatility. It aims to mirror the index's performance through a representative sampling strategy.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation and extensive experience in the ETF market.
Management Expertise
BlackRock possesses substantial expertise in managing index-tracking ETFs, leveraging its scale and resources for efficient portfolio management.
Investment Objective
Goal
To track the investment results of the Russell 2000 Index.
Investment Approach and Strategy
Strategy: Tracks the Russell 2000 Index, a market-capitalization weighted index of the 2,000 smallest companies in the Russell 3000 Index.
Composition Primarily holds stocks of small-cap U.S. companies across various sectors.
Market Position
Market Share: IWM is the dominant ETF tracking the Russell 2000 index, holding a significant portion of the total market share.
Total Net Assets (AUM): 66450000000
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 IWM holding the largest market share. IWM has high liquidity. The VTWO ETF generally has a slightly lower expense ratio. Smaller, more specialized small-cap ETFs may focus on particular value or growth strategies. SPSM and SCHA are typically cost efficient options.
Financial Performance
Historical Performance: Historical performance varies based on market conditions and small-cap performance. Past performance is not indicative of future results.
Benchmark Comparison: The ETF generally tracks the Russell 2000 Index closely, with slight deviations due to expenses and trading costs.
Expense Ratio: 0.19
Liquidity
Average Trading Volume
IWM demonstrates high liquidity, characterized by substantial trading volume, allowing investors to buy and sell shares easily.
Bid-Ask Spread
The bid-ask spread for IWM is typically tight, reflecting its high liquidity and minimizing transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate policies, and investor sentiment toward small-cap stocks significantly influence IWM's performance.
Growth Trajectory
IWM's growth mirrors the performance of the Russell 2000 index, with adjustments reflecting fund management and expense considerations. Recent volatility and economic uncertainty have impacted its growth.
Moat and Competitive Advantages
Competitive Edge
IWM's competitive edge lies in its first-mover advantage, high liquidity, and brand recognition as the leading Russell 2000 ETF. Its large asset base allows for tighter tracking and lower transaction costs for large institutional investors. While other funds may offer slightly lower expense ratios, IWM's trading volume and established presence make it a preferred choice for many. Its extensive options market further enhances its appeal to sophisticated investors.
Risk Analysis
Volatility
IWM exhibits higher volatility than large-cap ETFs due to the inherent nature of small-cap stocks.
Market Risk
IWM is subject to market risk, particularly related to the performance of small-cap companies and broader economic conditions.
Investor Profile
Ideal Investor Profile
IWM is suitable for investors seeking diversified exposure to the U.S. small-cap market and willing to accept higher volatility for potential growth.
Market Risk
IWM is suitable for both long-term investors seeking broad market exposure and active traders taking advantage of short-term market movements.
Summary
The iShares Russell 2000 ETF (IWM) offers exposure to the small-cap U.S. equity market by tracking the Russell 2000 Index. It is managed by BlackRock, a reputable issuer, and exhibits high liquidity. While it has a slightly higher expense ratio than some competitors, its dominant market share and trading volume make it a popular choice. Its performance is closely tied to the performance of small-cap stocks and broader economic conditions. It is suitable for investors seeking growth potential with acceptance of a higher degree of volatility.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market data and performance information are 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.