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Upturn AI SWOT - About
iShares Russell 2000 Value ETF (IWN)
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Upturn Advisory Summary
09/16/2025: IWN (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 21.12% | Avg. Invested days 74 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.16 | 52 Weeks Range 128.80 - 181.20 | Updated Date 06/29/2025 |
52 Weeks Range 128.80 - 181.20 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Russell 2000 Value ETF
ETF Overview
Overview
The iShares Russell 2000 Value ETF (IWN) seeks to track the investment results of the Russell 2000 Value Index, which measures the performance of small-cap value stocks in the U.S. Equity market and is designed to provide exposure to U.S. small-cap stocks that are considered undervalued relative to their peers. The ETF aims to provide long-term capital appreciation.
Reputation and Reliability
BlackRock is the largest asset manager globally and iShares is a leading ETF provider, known for its reliable and well-managed funds.
Management Expertise
iShares has a large team of experienced portfolio managers and analysts dedicated to managing ETFs.
Investment Objective
Goal
To track the investment results of the Russell 2000 Value Index.
Investment Approach and Strategy
Strategy: Tracks a specific index: the Russell 2000 Value Index.
Composition Primarily holds stocks of small-cap U.S. companies with value characteristics.
Market Position
Market Share: IWN has a substantial market share within the small-cap value ETF category.
Total Net Assets (AUM): 14070000000
Competitors
Key Competitors
- VTV
- VOE
- SCHV
Competitive Landscape
The small-cap value ETF market is moderately competitive. IWN benefits from BlackRock's brand recognition and broad market access. However, competing ETFs might offer lower expense ratios or slightly different index tracking methodologies.
Financial Performance
Historical Performance: Historical performance varies with market conditions and economic cycles. Investors should review fund fact sheets for detailed performance data across different time periods.
Benchmark Comparison: IWN's performance should closely track the Russell 2000 Value Index. Tracking error can occur due to fund expenses and sampling techniques.
Expense Ratio: 0.24
Liquidity
Average Trading Volume
IWN typically has a good average trading volume, allowing investors to easily buy and sell shares.
Bid-Ask Spread
The bid-ask spread for IWN is generally tight, reflecting its high trading volume and liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and investor sentiment toward small-cap and value stocks affect IWN.
Growth Trajectory
IWN's growth depends on the performance of small-cap value stocks and overall market conditions. Changes in index methodology could also influence its growth.
Moat and Competitive Advantages
Competitive Edge
IWN benefits from the scale and brand recognition of iShares and BlackRock, which can lead to greater liquidity and tighter tracking of the Russell 2000 Value Index. Furthermore, iSharesu2019 strong relationships with brokerage firms allow for placement on recommended lists, which can significantly drive investment. The ETF's established track record and large AUM provide confidence to investors seeking small-cap value exposure. Finally, the ETF's lower expense ratio when compared to smaller, lesser-known ETFs, is a competitive advantage.
Risk Analysis
Volatility
Small-cap stocks are generally more volatile than large-cap stocks, thus IWN is also vulnerable. Therefore, IWN is prone to higher volatility than broad market ETFs.
Market Risk
IWN is subject to market risk, sector concentration risk, and small-cap risk, all of which may cause fluctuations in the value.
Investor Profile
Ideal Investor Profile
IWN is suited for investors seeking exposure to U.S. small-cap value stocks as part of a diversified portfolio.
Market Risk
IWN is suitable for long-term investors seeking capital appreciation, but it is also utilized by traders seeking short-term directional trades on the small-cap value segment of the market.
Summary
The iShares Russell 2000 Value ETF (IWN) provides exposure to small-cap value stocks in the U.S. It tracks the Russell 2000 Value Index and is managed by BlackRock's iShares. While IWN is subject to market and small-cap risks, its long-term returns are dependent on the performance of small-cap value stocks and is suitable for long-term investors seeking capital appreciation. Its expense ratio of 0.24% is a competitive advantage, and it is generally liquid with a tight bid-ask spread.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- Morningstar
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results.
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 Value ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest 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, including shares of money market funds advised by BFA or its affiliates, as well as in securities not included in the underlying index, but which BFA believes will help the fund track the underlying index.
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