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
08/28/2025: 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 23.17% | Avg. Invested days 72 | 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 08/28/2025 |
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-capitalization sector of the U.S. equity market. It primarily focuses on providing exposure to a diversified basket of small-cap stocks, utilizing a passive investment strategy.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation and long track record in the ETF market.
Management Expertise
BlackRock has extensive experience in managing index-tracking ETFs, with a dedicated team of portfolio managers and analysts.
Investment Objective
Goal
To track the investment results of the Russell 2000 Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, holding all or substantially all of the securities in the Russell 2000 Index.
Composition The ETF's assets primarily consist of common stocks of small-cap companies within the Russell 2000 Index.
Market Position
Market Share: IWM is one of the largest and most liquid ETFs tracking the Russell 2000 Index, having a significant market share in the small-cap ETF segment.
Total Net Assets (AUM): 70240000000
Competitors
Key Competitors
- Vanguard Russell 2000 ETF (VTWO)
- Schwab Russell 2000 Index ETF (SCHA)
- Direxion Daily Small Cap Bull 3X Shares (TNA)
Competitive Landscape
The small-cap ETF market is competitive, with IWM leading in AUM and liquidity. VTWO offers a similar index tracking approach at a lower expense ratio. IWM's larger AUM often translates to tighter bid-ask spreads, advantageous for large institutional investors, but VTWO's low cost can be appealing to cost-conscious investors. SCHA is another low cost alternative. TNA is leveraged and provides a high risk investment.
Financial Performance
Historical Performance: Historical performance data is not directly included but can be found on financial websites, offering insight into long-term trends.
Benchmark Comparison: The ETF's performance is generally expected to closely mirror the performance of the Russell 2000 Index.
Expense Ratio: 0.19
Liquidity
Average Trading Volume
IWM exhibits very high liquidity, with a substantial average daily trading volume.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's high liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, inflation, and investor sentiment toward small-cap stocks can all impact IWM's performance.
Growth Trajectory
IWM's growth is linked to the overall health of the U.S. economy and the performance of small-cap companies, as well as adjustments to the underlying index.
Moat and Competitive Advantages
Competitive Edge
IWM benefits from BlackRock's brand recognition, extensive distribution network, and its first-mover advantage in the Russell 2000 ETF space. Its high liquidity makes it attractive for institutional investors and active traders. The ETF's deep liquidity helps improve price discovery and ensures effective arbitrage and trading opportunities. It also enables large-scale investors to implement small-cap strategies with ease and minimal market impact. IWM is a benchmark ETF for its sector.
Risk Analysis
Volatility
Small-cap stocks are generally more volatile than large-cap stocks, so IWM is expected to exhibit higher volatility than ETFs tracking broader market indexes.
Market Risk
IWM is subject to market risk, including the risk that the value of its underlying holdings will decline due to economic factors, company-specific events, or broad market downturns.
Investor Profile
Ideal Investor Profile
IWM is suited for investors seeking exposure to the small-cap segment of the U.S. equity market as part of a diversified portfolio.
Market Risk
IWM can be appropriate for both long-term investors seeking growth and active traders seeking short-term gains, depending on their risk tolerance and investment objectives.
Summary
The iShares Russell 2000 ETF (IWM) offers investors access to a broad portfolio of small-cap U.S. equities and seeks to track the performance of the Russell 2000 Index. Managed by BlackRock, it benefits from the issuer's strong reputation and extensive experience in index-tracking ETFs. IWM's liquidity, however, comes with greater volatility. As such, IWM is best for investors with a higher risk tolerance or those seeking small-cap exposure as part of a diversified portfolio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Website
- ETF.com
- Morningstar
- Company Filings
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market data is subject to change. Past performance is not indicative of future results. Investors should consult with a financial advisor before making any investment decisions.
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.