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iShares Russell 2000 Growth ETF (IWO)
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Upturn Advisory Summary
11/05/2025: 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 33.36% | Avg. Invested days 77 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/05/2025 |
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 growth stocks within the Russell 2000 index, offering exposure to potentially high-growth companies. The asset allocation is primarily in equities, and the investment strategy involves a passive, index-tracking approach.
Reputation and Reliability
BlackRock, the issuer, is one of the largest and most reputable asset managers globally, known for its extensive ETF offerings and strong track record.
Management Expertise
BlackRock has a dedicated team of portfolio managers and analysts with significant experience in managing index-tracking ETFs.
Investment Objective
Goal
To track the investment results of the Russell 2000 Growth Index, which measures the performance of the small-cap growth sector of the U.S. equity market.
Investment Approach and Strategy
Strategy: IWO aims to replicate the performance of the Russell 2000 Growth Index.
Composition The ETF primarily holds stocks of small-capitalization companies that are considered to have higher growth potential relative to other stocks in the Russell 2000 index.
Market Position
Market Share: Relatively high market share within the small-cap growth ETF category.
Total Net Assets (AUM): 11040000000
Competitors
Key Competitors
- Vanguard Russell 2000 Growth ETF (VON)
- Schwab Fundamental U.S. Small Company Growth ETF (FNYG)
- SPDR S&P 600 Small Cap Growth ETF (SLYG)
Competitive Landscape
The small-cap growth ETF market is moderately competitive. IWO's advantage lies in its large AUM and liquidity, while competitors may offer lower expense ratios or different weighting methodologies. Disadvantages include a potentially higher expense ratio compared to some competitors.
Financial Performance
Historical Performance: Historical performance varies with market conditions and economic cycles. Data should be gathered from reliable financial sources for accurate figures.
Benchmark Comparison: The ETF's performance should closely track the Russell 2000 Growth Index.
Expense Ratio: 0.24
Liquidity
Average Trading Volume
IWO exhibits high liquidity with a robust average daily trading volume.
Bid-Ask Spread
The bid-ask spread for IWO is typically narrow, indicating efficient trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards small-cap stocks influence IWO's performance.
Growth Trajectory
IWO's growth trajectory depends on the overall performance of the small-cap growth sector and any changes in the underlying index methodology or ETF holdings.
Moat and Competitive Advantages
Competitive Edge
IWO benefits from BlackRock's brand recognition and extensive distribution network. Its large AUM provides economies of scale and enhances liquidity. The ETF's focus on the Russell 2000 Growth Index offers a widely recognized and followed benchmark. IWO provides targeted exposure to small-cap growth companies, appealing to investors seeking high-growth potential within the small-cap market segment.
Risk Analysis
Volatility
IWO is likely to exhibit higher volatility than broader market ETFs due to its focus on small-cap growth stocks.
Market Risk
The ETF is subject to market risk, particularly the risk associated with small-cap stocks, which can be more sensitive to economic downturns and market fluctuations.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to high-growth potential within the small-cap market, willing to accept higher volatility.
Market Risk
Suitable for long-term investors with a higher risk tolerance and a focus on growth, rather than income or stability.
Summary
The iShares Russell 2000 Growth ETF (IWO) provides focused exposure to small-cap growth stocks within the U.S. equity market. Managed by BlackRock, it offers high liquidity and tracks the widely followed Russell 2000 Growth Index. The ETF is suitable for investors with a higher risk tolerance seeking long-term growth potential. Its performance is closely tied to the small-cap growth sector, and it exhibits higher volatility compared to broader market ETFs. While IWO has a competitive expense ratio, there are alternatives with potentially lower costs.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar.com
- Bloomberg.com
Disclaimers:
Data is for informational purposes only and not investment advice. Past performance is not indicative of future results. Consult with a financial advisor before making 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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