Ishares Russell 2000 Etf Profile

IWM Etf  USD 195.06  0.72  0.37%   

Performance

5 of 100

 
Weak
 
Strong
Modest

Odds Of Distress

Less than 10

 
High
 
Low
Low
IShares Russell is selling at 195.06 as of the 16th of April 2024; that is -0.37 percent decrease since the beginning of the trading day. The etf's lowest day price was 193.36. IShares Russell has less than a 10 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading 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 19th of October 2023 and ending today, the 16th of April 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

Moving together with IShares Etf

  0.91VB Vanguard Small CapPairCorr
  0.94IJR iShares Core SPPairCorr
  0.98VRTIX Vanguard Russell 2000PairCorr
  0.91VTWO Vanguard Russell 2000PairCorr
  0.96FNDA Schwab Fundamental SmallPairCorr
  0.94SPSM SPDR Portfolio SPPairCorr

Moving against IShares Etf

  0.81FNGD MicroSectors FANG Index Upward RallyPairCorr
  0.72HUM Humana Inc Report 24th of April 2024 PairCorr

IShares Etf Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. IShares Russell's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding IShares Russell or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
ChairmanRobert Silver
Thematic Ideas
(View all Themes)
Business ConcentrationSize And Style ETFs, Small Cap ETFs, Small Blend, iShares (View all Sectors)
IssueriShares
Inception Date2000-05-22
BenchmarkRussell 2000 Index
Entity TypeRegulated Investment Company
Asset Under Management62.36 Billion
Average Trading Valume34.03 Million
Asset TypeEquity
CategorySize and Style
FocusSmall Cap
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorJPMorgan Chase Bank, N.A.
AdvisorBlackRock Fund Advisors
CustodianJPMorgan Chase Bank, N.A.
DistributorBlackRock Investments, LLC
Portfolio ManagerDiane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason
Transfer AgentJPMorgan Chase Bank, N.A.
Fiscal Year End31-Mar
ExchangeNYSE Arca, Inc.
Number of Constituents1,952
Market MakerLatour Trading
Total Expense0.19
Management Fee0.19
Country NameUSA
Returns Y T D(0.76)
NameiShares Russell 2000 ETF
Currency CodeUSD
Open FigiBBG000CGC9C4
In Threey Volatility21.38
1y Volatility22.62
200 Day M A189.4
50 Day M A202.46
CodeIWM
Updated At15th of April 2024
Currency NameUS Dollar
iShares Russell 2000 [IWM] is traded in USA and was established 2000-05-22. The fund is classified under Small Blend category within iShares family. The entity is thematically classified as Size And Style ETFs. iShares Russell 2000 currently have 47.57 B in assets under management (AUM). , while the total return for the last 3 years was -2.3%.
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

AZPNAspen TechnologyStockInformation Technology
LITELumentum HoldingsStockInformation Technology
APLSApellis PharmaceuticalsStockHealth Care
SWAVShockwave MedicalStockHealth Care
BPMCBlueprint Medicines CorpStockHealth Care
GNRCGenerac HoldingsStockIndustrials
MPWRMonolithic Power SystemsStockInformation Technology
More Details

IShares Russell Target Price Odds Analysis

Contingent on a normal probability distribution, the odds of IShares Russell jumping above the current price in 90 days from now is about 82.97%. The iShares Russell 2000 probability density function shows the probability of IShares Russell etf to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon the etf has a beta coefficient of 1.3013. This usually indicates as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, IShares Russell will likely underperform. Additionally, iShares Russell 2000 has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
  Odds Below 195.06HorizonTargetOdds Above 195.06
16.78%90 days
 195.06 
82.97%
Based on a normal probability distribution, the odds of IShares Russell to move above the current price in 90 days from now is about 82.97 (This iShares Russell 2000 probability density function shows the probability of IShares Etf to fall within a particular range of prices over 90 days) .

IShares Russell Top Holders

PBRIXFederated Prudent BearMutual FundTrading--Inverse Equity
TSMOXTiaa Cref Smallmid Cap EquityMutual FundSmall Blend
MBXAXCatalystmillburn Hedge StrategyMutual FundMacro Trading
ATCIXAtac Inflation RotationMutual FundTactical Allocation
MBXCXCatalystmillburn Hedge StrategyMutual FundMacro Trading
MFADXMarketfield Fund MarketfieldMutual FundLong-Short Equity
SMCPAlphaMark Actively ManagedEtfSmall Blend
More Details

iShares Russell 2000 Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. IShares Russell market risk premium is the additional return an investor will receive from holding IShares Russell long position in a well-diversified portfolio. 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. Although IShares Russell's alpha and beta are two of the key measurements used to evaluate IShares Russell's performance over the market, the standard measures of volatility play an important role as well.

IShares Russell Against Markets

Picking the right benchmark for IShares Russell etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in IShares Russell etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for IShares Russell is critical whether you are bullish or bearish towards iShares Russell 2000 at a given time. Please also check how IShares Russell's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in IShares Russell without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy IShares Etf?

Before investing in IShares Russell, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in IShares Russell. To buy IShares Russell etf, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of IShares Russell. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase IShares Russell etf. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located iShares Russell 2000 etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased iShares Russell 2000 etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as iShares Russell 2000, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy IShares Etf please use our How to Invest in IShares Russell guide.

Already Invested in iShares Russell 2000?

The danger of trading iShares Russell 2000 is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of IShares Russell is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than IShares Russell. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile iShares Russell 2000 is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
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 tightly coupled with the direction of predictive economic indicators such as signals in housing.
You can also try the Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..
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.