iShares Russell 2000 Value ETF
IWN

$165.27

0.6%

Market Cap: $12.3B

0

Funds holding %

of 6,728 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

100% more call options, than puts

Call options by funds: $42.7M | Put options by funds: $21.3M

3% less funds holding

Funds holding: 922 [Q1] → 897 (-25) [Q2]

12% less funds holding in top 10

Funds holding in top 10: 26 [Q1] → 23 (-3) [Q2]

15% less capital invested

Capital invested by funds: $10B [Q1] → $8.5B (-$1.52B) [Q2]

23% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 341

25% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 101

28.0% less ownership

Funds ownership: 103.66% [Q1] → 75.65% (-28.0%) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for IWN.

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Financial journalist opinion

Zacks Investment Research

Should iShares Russell 2000 Value ETF (IWN) Be on Your Investing Radar?

The iShares Russell 2000 Value ETF (IWN) was launched on 07/24/2000, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Value segment of the US equity market.

Should iShares Russell 2000 Value ETF (IWN) Be on Your Investing Radar?

IWN: This ETF Doesn't Deliver The Smallcap Value Premium

The iShares Russell 2000 Value ETF fails to accurately capture the small-cap value premium due to outdated and mixed value-growth factors. The ETF's methodology dilutes the value premium by including growth stocks and assigning them weight in the value index. The lack of a profitability filter increases risk, as many small-cap stocks in the ETF are unprofitable and high-risk.

IWN: This ETF Doesn't Deliver The Smallcap Value Premium

Finding the Right Small-Cap ETF for Different Outcomes

It's midsummer, and U.S. small-caps have finally showed up in a big way. You could say it's been a long time coming.

Finding the Right Small-Cap ETF for Different Outcomes

Zacks Investment Research

Should iShares Russell 2000 Value ETF (IWN) Be on Your Investing Radar?

Looking for broad exposure to the Small Cap Value segment of the US equity market? You should consider the iShares Russell 2000 Value ETF (IWN), a passively managed exchange traded fund launched on 07/24/2000.

Should iShares Russell 2000 Value ETF (IWN) Be on Your Investing Radar?

IWN: Valuation Not Attractive

iShares Russell 2000 Value ETF owns small-cap value stocks with lower growth potential than broader small-cap space. IWN's portfolio of small-cap stocks is less established, leading to higher volatility, especially during economic turmoil. Successful small-cap stocks in IWN's portfolio will soon graduate to mid-cap or large-cap, causing underperformance compared to mid-cap and large-cap peer funds.

IWN: Valuation Not Attractive

Zacks Investment Research

Should iShares Russell 2000 Value ETF (IWN) Be on Your Investing Radar?

Looking for broad exposure to the Small Cap Value segment of the US equity market? You should consider the iShares Russell 2000 Value ETF (IWN), a passively managed exchange traded fund launched on 07/24/2000.

Should iShares Russell 2000 Value ETF (IWN) Be on Your Investing Radar?

IWN: Appealing Valuation, Underwhelming Performance

iShares Russell 2000 Value ETF combines size and value, two factors of the Fama-French model, and is focused on financials. The IWN ETF has been lagging the Russell 2000 index for 10 years, and it has lagged other small-cap value funds for 2 years. Actively managed funds DFSV and AVUV may be more attractive options for investors.

IWN: Appealing Valuation, Underwhelming Performance

What To Buy After You Sell The Russell 2000

Despite the case for small caps, it is recommended to sell the Russell 2000 and related ETFs due to negative alpha and seasonal factors.

What To Buy After You Sell The Russell 2000

Zacks Investment Research

Should iShares Russell 2000 Value ETF (IWN) Be on Your Investing Radar?

Designed to provide broad exposure to the Small Cap Value segment of the US equity market, the iShares Russell 2000 Value ETF (IWN) is a passively managed exchange traded fund launched on 07/24/2000.

Should iShares Russell 2000 Value ETF (IWN) Be on Your Investing Radar?

Bull vs Bear: Is It Time for Value ETFs to Rotate Into Favor?

Bull vs. Bear is a weekly feature where the VettaFi writers' room takes opposite sides to debate controversial stocks, strategies, or market ideas — with plenty of discussion of ETF ideas to play either angle. For this edition of Bull vs.

Bull vs Bear: Is It Time for Value ETFs to Rotate Into Favor?

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