iShares Russell 2000 Value ETF
0
Funds holding %
of 6,823 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
354% more call options, than puts
Call options by funds: $156M | Put options by funds: $34.4M
120% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 46
5% more funds holding
Funds holding: 903 [Q2] → 946 (+43) [Q3]
4% more funds holding in top 10
Funds holding in top 10: 23 [Q2] → 24 (+1) [Q3]
0% more capital invested
Capital invested by funds: $9.34B [Q2] → $9.34B (+$6.09M) [Q3]
7.67% less ownership
Funds ownership: 83.06% [Q2] → 75.39% (-7.67%) [Q3]
21% less repeat investments, than reductions
Existing positions increased: 271 | Existing positions reduced: 344
Research analyst outlook
We haven’t received any recent analyst ratings for IWN.
Financial journalist opinion
Neutral
Zacks Investment Research
5 days ago
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.
Neutral
Seeking Alpha
3 weeks ago
IWN: Not A Tremendous Value, But Decent Enough 2025 Prospects
The Russell 2000 Value ETF has significantly underperformed the S&P 500 and other major indexes in recent years. The Russell 2000 Value ETF has a somewhat lower price/book ratio, higher dividend yield, and smaller market cap compared to the overall Russell 2000. However, the difference in portfolio constitution is rather modest, reducing IWN's appeal.
Neutral
Zacks Investment Research
2 months ago
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.
Neutral
Zacks Investment Research
4 months ago
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.
Negative
Seeking Alpha
4 months ago
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.
Positive
ETF Trends
6 months ago
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.
Neutral
Zacks Investment Research
6 months ago
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.
Neutral
Seeking Alpha
6 months ago
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.
Neutral
Zacks Investment Research
8 months ago
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.
Negative
Seeking Alpha
9 months ago
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.
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