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 Growth ETF (IWO)
- 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
09/16/2025: 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 28% | Avg. Invested days 70 | 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 1.18 | 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 the Russell 2000 Growth Index, which measures the performance of small-cap U.S. companies exhibiting growth characteristics. It focuses on companies with higher price-to-book ratios and higher forecasted growth values.
Reputation and Reliability
iShares is a well-known and reputable issuer of ETFs, with a long track record of providing diverse and reliable investment products.
Management Expertise
BlackRock, the parent company of iShares, has extensive experience and expertise in managing ETFs and other investment vehicles.
Investment Objective
Goal
To track the investment results of the Russell 2000 Growth Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the Russell 2000 Growth Index.
Composition The ETF holds a diversified portfolio of small-cap U.S. stocks that exhibit growth characteristics, as defined by the Russell 2000 Growth Index methodology.
Market Position
Market Share: IWO has a significant market share within the small-cap growth ETF segment, but it is not the only dominant player.
Total Net Assets (AUM): 12730000000
Competitors
Key Competitors
- Vanguard Russell 2000 Growth ETF (VON)
- Schwab Fundamental U.S. Small Company Index ETF (FNDA)
- SPDR Portfolio S&P 600 Small Cap Growth ETF (SPYG)
Competitive Landscape
The small-cap growth ETF market is competitive, with several providers offering similar exposure. IWO benefits from iShares' brand recognition and substantial AUM, providing liquidity. VON offers lower expense ratios but has slightly lower AUM and liquidity. FNDA uses fundamental weighting, distinguishing it from market-cap weighted indices. SPYG offers a focused approach on S&P 600 small cap stocks with growth features.
Financial Performance
Historical Performance: Historical performance varies depending on the market cycle, but generally correlates with the performance of small-cap growth stocks. Performance data can be obtained from financial data providers.
Benchmark Comparison: The ETF's performance is closely tracked against the Russell 2000 Growth Index to assess tracking error.
Expense Ratio: 0.24
Liquidity
Average Trading Volume
IWO has a robust average daily trading volume, generally indicating good liquidity.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and investor sentiment towards small-cap stocks all impact the ETF's performance.
Growth Trajectory
The ETF's growth trajectory depends on the performance of small-cap growth companies and broader market trends. Portfolio adjustments are made to mirror index changes.
Moat and Competitive Advantages
Competitive Edge
IWO benefits from the established brand of iShares and the substantial AUM, providing superior liquidity compared to smaller competitors. The ETF offers pure exposure to the Russell 2000 Growth Index, a widely tracked benchmark for small-cap growth companies. This simplicity appeals to investors seeking straightforward exposure. The ETF's large AUM allows for efficient trading and potentially tighter tracking error. The comprehensive coverage of the Russell 2000 Growth Index offers diversification within the small-cap growth space.
Risk Analysis
Volatility
Small-cap stocks are generally more volatile than large-cap stocks, so IWO exhibits higher volatility.
Market Risk
The ETF is subject to market risk, including economic downturns, sector-specific weaknesses, and changes in investor sentiment towards growth stocks.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to the potential growth of small-cap U.S. companies and who are comfortable with higher levels of volatility.
Market Risk
IWO is suitable for long-term investors with a higher risk tolerance looking for capital appreciation.
Summary
The iShares Russell 2000 Growth ETF (IWO) offers exposure to small-cap U.S. companies exhibiting growth characteristics. As it tracks the Russell 2000 Growth Index it holds a diversified portfolio of small-cap U.S. stocks. The ETF's expense ratio is reasonable and its AUM shows good liquidity, making it suitable for long-term investors with higher risk tolerance. Although the Russell 2000 Growth Index is widely tracked, the fund experiences higher volatility than large cap ETFs because of its focus on smaller companies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar.com
- etf.com
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual risk tolerance and financial goals.
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.
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.