Ishares Russell 2000 Etf Profile
| IWO Etf | USD 280.77 0.49 0.17% |
Performance6 of 100
| Odds Of DistressLess than 9
|
IShares Russell is selling at 280.77 as of the 3rd of October 2024; that is 0.17 percent increase since the beginning of the trading day. The etf's open price was 280.28. IShares Russell has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat modest performance during the last 90 days. Equity ratings for iShares Russell 2000 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 3rd of October 2024. Click here to learn more.
The fund generally invests at least 80 percent of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index and may invest up to 20 percent of its assets in certain futures, options and swap contracts, cash and cash equivalents. More on iShares Russell 2000
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IShares Etf Highlights
| Chairman | Lee Kranefuss |
| Thematic Ideas | (View all Themes) |
| Old Name | iShares Trust - iShares Russell 2000 Growth ETF |
| Business Concentration | Size And Style ETFs, Small Cap ETFs, Small Growth, iShares (View all Sectors) |
| Issuer | iShares |
| Inception Date | 2000-07-24 |
| Benchmark | Russell 2000 Growth Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 12.04 Billion |
| Average Trading Valume | 356,618.1 |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Small Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | JPMorgan Chase Bank, N.A. |
| Advisor | BlackRock Fund Advisors |
| Custodian | JPMorgan Chase Bank, N.A. |
| Distributor | BlackRock Investments, LLC |
| Portfolio Manager | Diane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason |
| Transfer Agent | JPMorgan Chase Bank, N.A. |
| Fiscal Year End | 31-Mar |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 1,124 |
| Market Maker | Flow Traders |
| Total Expense | 0.24 |
| Management Fee | 0.24 |
| Country Name | USA |
| Returns Y T D | 11.64 |
| Name | iShares Russell 2000 Growth ETF |
| Currency Code | USD |
| Open Figi | BBG000C17LW4 |
| In Threey Volatility | 23.08 |
| 1y Volatility | 22.57 |
| 200 Day M A | 262.9 |
| 50 Day M A | 274.66 |
| Code | IWO |
| Updated At | 3rd of October 2024 |
| Currency Name | US Dollar |
iShares Russell 2000 [IWO] is traded in USA and was established 2000-07-24. The fund is classified under Small Growth category within iShares family. The entity is thematically classified as Size And Style ETFs. iShares Russell 2000 currently have 8.6 B in assets under management (AUM). , while the total return for the last 3 years was -1.3%.
Check IShares Russell Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares Russell 2000 Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
iShares Russell 2000 Currency Exposure
iShares Russell 2000 holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of IShares Russell will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in iShares Russell 2000.
Top iShares Russell 2000 Etf Constituents
| PLNT | Planet Fitness | Stock | Consumer Discretionary | |
| HUBS | HubSpot | Stock | Information Technology | |
| GTLS | Chart Industries | Stock | Industrials | |
| LIVN | LivaNova PLC | Stock | Health Care | |
| MASI | Masimo | Stock | Health Care | |
| RUN | Sunrun Inc | Stock | Industrials | |
| PAYC | Paycom Soft | Stock | Information Technology | |
| LFUS | Littelfuse | Stock | Information Technology |
IShares Russell Top Holders
| ETFCX | Stadion Tactical Growth | Mutual Fund | Tactical Allocation | |
| ADOCX | Alger Dynamic Opportunities | Mutual Fund | Long-Short Equity | |
| FASCX | Franklin K2 Alternative | Mutual Fund | Multistrategy | |
| ETFOX | Stadion Tactical Growth | Mutual Fund | Tactical Allocation | |
| SPEDX | Alger Dynamic Opportunities | Mutual Fund | Long-Short Equity | |
| SMCP | AlphaMark Actively Managed | Etf | Small Blend | |
| QPX | AdvisorShares Q Dynamic | Etf | Large Growth | |
| ETFAX | Stadion Tactical Growth | Mutual Fund | Tactical Allocation |
iShares Russell 2000 Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares Russell. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.0717 | |||
| Jensen Alpha | (0.05) | |||
| Total Risk Alpha | (0.08) | |||
| Sortino Ratio | 0.0065 |
IShares Russell Against Markets
Additional Information and Resources on Investing in IShares Etf
When determining whether iShares Russell 2000 offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of IShares Russell's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Ishares Russell 2000 Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Ishares Russell 2000 Etf:Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Russell 2000. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in housing. You can also try the Transaction History module to view history of all your transactions and understand their impact on performance.
The market value of iShares Russell 2000 is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares Russell's value that differs from its market value or its book value, called intrinsic value, which is IShares Russell's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares Russell's market value can be influenced by many factors that don't directly affect IShares Russell's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares Russell's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Russell is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Russell's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.