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Upturn AI Summary
iShares Russell 2000 Value ETF(IWN)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IWN
11/13/2026: IWN (3-star) is currently NOT-A-BUY. Pass it for now.
IWN is a liquid, low-cost ETF that provides exposure to small-cap US companies exhibiting value characteristics, tracked against the Russell 2000 Value Index. Its strengths include institutional-grade reliability, high trading volume, and a clear, predictable factor tilt. It serves primarily as a tactical or strategic portfolio component for investors looking to gain exposure to the small-cap value factor. Investors should be aware of inherent risks, including heightened volatility, sensitivity to interest rates, and the potential for long periods of underperformance relative to growth stocks. It is most suitable for patient, long-term investors seeking to diversify their broader portfolio across equity factors.
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 | Weak fit | This fund prioritizes value metrics over the aggressive capital appreciation typical of growth-oriented portfolios. |
| Momentum investor | Mixed fit | Momentum investors may find limited utility here unless the specific value factor is currently leading the market cycle. |
| Value investor | Strong fit | The fund is specifically designed to capture the value factor within the small-cap segment of the US equity market. |
| Dividend/Income investor | Mixed fit | While it offers some dividend exposure, it is not a dedicated high-yield product and focuses more on capital appreciation of value stocks. |
| Low-risk investor | Weak fit | Small-cap stocks are inherently volatile, making this fund less suitable for those prioritizing capital preservation. |
Investor Profile
Ideal Investor Profile
Long-term investors seeking to tilt their equity portfolio toward small-cap value companies.
Suitability
Best for long-term investors holding for structural factor exposure rather than active traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Small-cap stocks historically experience wider price swings than their large-cap counterparts. |
| Market risk | High | As an equity-based fund, it is fully exposed to systemic market downturns and economic cyclicality. |
| Concentration | Medium | The fund is diversified across many holdings, mitigating the impact of any single company's failure. |
| Tracking/expense | Low | The fund is passively managed with a low expense ratio, leading to minimal tracking discrepancy. |
| Liquidity | Medium | While the ETF is liquid, the underlying small-cap stocks can occasionally face liquidity crunches during market stress. |
| Business/sector quality | Medium / high | Value-tilted small-caps often include companies with higher debt or business model challenges. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
IWN exhibits higher volatility than large-cap ETFs, characteristic of the small-cap asset class.
Market Risk
The primary risk is economic sensitivity; smaller companies lack the diversified balance sheets of large-cap firms.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Small-Cap US Equities | 99.5 | Provides broad exposure to smaller US companies that meet specific value-based financial criteria. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | Represents minor liquidity held for daily operational needs and fund rebalancing. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 41.08% | 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 11/13/2026 |
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