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Upturn AI SWOT - About
iShares Russell 2000 Growth ETF (IWO)
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Upturn Advisory Summary
07/31/2025: IWO (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 18.24% | Avg. Invested days 63 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/31/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.18 | 52 Weeks Range 218.93 - 315.71 | Updated Date 06/29/2025 |
52 Weeks Range 218.93 - 315.71 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Russell 2000 Growth ETF
ETF Overview
Overview
The iShares Russell 2000 Growth ETF (IWO) seeks to track the investment results of an index composed of small-capitalization U.S. equities that exhibit growth characteristics. It focuses on the growth segment of the Russell 2000 index, offering exposure to companies with higher growth potential. The fund employs a representative sampling strategy.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation and extensive experience in managing ETFs.
Management Expertise
BlackRock has a large and experienced team of portfolio managers and analysts dedicated to managing its ETF offerings.
Investment Objective
Goal
To track the investment results of the Russell 2000 Growth Index.
Investment Approach and Strategy
Strategy: Tracks a specific index, the Russell 2000 Growth Index.
Composition Primarily holds stocks of small-cap U.S. companies exhibiting growth characteristics.
Market Position
Market Share: IWO's market share is substantial but varies depending on the specific definition of its competitive set within the small-cap growth ETF landscape.
Total Net Assets (AUM): 11640000000
Competitors
Key Competitors
- Vanguard Russell 2000 Growth ETF (VONG)
- SPDR Portfolio S&P 600 Small Cap Growth ETF (SPYG)
- Invesco S&P SmallCap Growth ETF (PSCG)
Competitive Landscape
The small-cap growth ETF market is competitive with several established players. IWO benefits from BlackRock's brand and extensive distribution network. VONG is known for its low expense ratio, while SPYG offers a broader small-cap growth exposure using the S&P 600 index. PSCG focuses on the S&P SmallCap Growth Index. IWO is advantageous due to large AUM and volume, but disadvantaged by higher expense ratio compared to VONG.
Financial Performance
Historical Performance: Historical performance data can be found on financial websites. It varies depending on the period.
Benchmark Comparison: The ETF's performance closely tracks the Russell 2000 Growth Index, but deviations may occur due to tracking error and expenses.
Expense Ratio: 0.24
Liquidity
Average Trading Volume
IWO exhibits high liquidity with a substantial average daily trading volume, making it easy for investors to buy and sell shares.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards small-cap stocks influence IWO's performance. Sector-specific trends also play a role.
Growth Trajectory
The growth trajectory depends on the performance of small-cap growth companies. Shifts in sector allocation and index reconstitution can impact future performance.
Moat and Competitive Advantages
Competitive Edge
IWO's competitive edge stems from BlackRock's established brand, substantial AUM, and high trading volume, providing ample liquidity. Its focus on the Russell 2000 Growth Index, a well-known benchmark, offers investors targeted exposure to small-cap growth companies. It benefits from BlackRock's risk management practices and trading expertise. The large AUM enables economies of scale, contributing to efficiency.
Risk Analysis
Volatility
Small-cap stocks are generally more volatile than large-cap stocks, thus IWO experiences higher volatility.
Market Risk
The ETF is susceptible to market risk, particularly related to small-cap growth stocks. Economic downturns and changes in investor sentiment can negatively impact performance.
Investor Profile
Ideal Investor Profile
IWO is suitable for investors seeking long-term capital appreciation through exposure to small-cap growth stocks.
Market Risk
Best for long-term investors with a higher risk tolerance and a focus on growth potential. Also used by active traders for short term gains.
Summary
The iShares Russell 2000 Growth ETF provides exposure to the growth segment of the U.S. small-cap market. As such, it is suitable for investors seeking long-term capital appreciation. The fund's performance is closely tied to the Russell 2000 Growth Index, although tracking errors and expense ratio impact this. The ETF experiences higher volatility due to its focus on small-cap stocks. Overall, IWO is a liquid and established option for investors targeting small-cap growth exposure.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. ETF performance and market conditions are subject to change. Consult 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 Growth 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 may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
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