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- Upturn Summary
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Upturn AI Summary
iShares Russell 2000 Growth ETF(IWO)
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 IWO
11/06/2026: IWO (2-star) is currently NOT-A-BUY. Pass it for now.
IWO provides targeted exposure to U.S. small-cap growth stocks, tracking the Russell 2000 Growth Index to capture potential outperformance in early-stage companies. Its primary strengths include the extensive liquidity and issuer reputation of the iShares platform, making it a reliable choice for market participants. The fund serves as an aggressive growth engine within a diversified portfolio, though investors must be prepared for the inherent high volatility and interest-rate sensitivity of small-cap equities. It is best suited for long-term growth-oriented investors who monitor economic conditions and interest rate trends that disproportionately influence small-cap performance.
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 | Strong fit | The fund provides concentrated exposure to small-cap stocks with high growth potential. |
| Momentum investor | Strong fit while signal remains positive | It captures the upward price trends of small-cap growth stocks during bullish market phases. |
| Value investor | Weak fit | The focus on growth characteristics specifically excludes value-oriented metrics. |
| Dividend/Income investor | Weak fit | Small-cap growth companies typically reinvest earnings rather than paying dividends. |
| Low-risk investor | Weak fit | Small-cap equities carry higher volatility and risk than large-cap or broad market indices. |
Investor Profile
Ideal Investor Profile
Investors seeking aggressive growth through small-cap companies who can tolerate high volatility.
Suitability
Best for long-term investors looking to build a growth tilt in their portfolio; less suitable for passive income seekers.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Small-cap growth stocks are prone to sharp price swings based on earnings reports and sentiment. |
| Market risk | Medium / high | The fund is subject to systemic economic risks that affect the U.S. small-cap sector. |
| Concentration | Medium | The portfolio is diversified across many holdings, reducing the impact of any single stock failure. |
| Tracking/expense | Low | The management fee is competitive and tracking error is typically well-controlled. |
| Liquidity | Low | The fund itself is very liquid, though its underlying small-cap constituents can occasionally be less liquid. |
| Business/sector quality | Medium / high | Small-cap growth companies are often in early stages of development and may not yet be consistently profitable. |
Risk Analysis
Volatility
IWO historically displays higher beta and volatility than large-cap indices.
Market Risk
Risks include interest rate sensitivity, sensitivity to economic cycles, and the inherent business risk of smaller, less-established companies.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Small-Cap U.S. Equities | 99.5 | Provides broad exposure to smaller companies expected to grow faster than the average market participant. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | Represents liquid assets held for daily fund operations and portfolio rebalancing. |
Analysis of Past Performance
Type ETF | Historic Profit 41.85% | Avg. Invested days 81 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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