IShares Etf Profile

SMMD Etf  USD 57.50  0.44  0.77%   
Market Performance
5 of 100
Odds Of Distress
Less than 49
IShares Russell is trading at 57.50 as of the 27th of January 2023, a 0.77 percent increase since the beginning of the trading day. The etf's lowest day price was 0.0. IShares Russell has 49 percent odds of going through some form of financial distress in the next two years and did not have a very good performance for investor during the last 90 trading days. Equity ratings for IShares Russell 2500 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of December 2022 and ending today, the 27th of January 2023. Click here to learn more.
The fund generally will invest 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 2500

Moving together with IShares Russell

+0.96IWMIShares Russell 2000 Aggressive PushPairCorr
+0.8QQQInvesco QQQ Trust Aggressive PushPairCorr

Moving against IShares Russell

-0.76WEBSDirexion Daily Dow Downward RallyPairCorr

IShares Russell 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.
Macroaxis Advice
The buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of IShares Russell's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
IssueriShares
Inception Date2017-07-06
BenchmarkRussell 2500 Index
Entity TypeRegulated Investment Company
Asset Under Management587 Million
Average Trading Valume89,303.6
Asset TypeEquity
CategoryBroad Equity
FocusBroad Equity
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorState Street Bank and Trust Company
AdvisorBlackRock Fund Advisors
CustodianState Street Bank and Trust Company
DistributorBlackRock Investments, LLC
Portfolio ManagerDiane Hsiung, Jennifer Hsui, Alan Mason, Greg Savage
Transfer AgentState Street Bank and Trust Company
Fiscal Year End30-Apr
ExchangeCboe BZX Exchange, Inc.
Number of Constituents506
Market MakerLatour Trading
Total Expense0.23
Management Fee0.15
Nav Price53.44
Two Hundred Day Average56.27
Ytd-18.38%
Average Daily Volume In Three Month87.38k
Fifty Two Week Low49.0
As Of Date25th of October 2022
Average Daily Volume Last 10 Day107.35k
Fifty Two Week High67.3
One Month5.99%
Fifty Day Average52.97
Three Month-1.94%
Beta In Three Year1.12
IShares Russell 2500 [SMMD] is traded in USA and was established 2017-07-06. The fund is listed under Small Blend category and is part of iShares family. IShares Russell 2500 at this time have 439.74 M in assets. , while the total return for the last 3 years was 7.27%.
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 2500 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 2500 Currency Exposure

IShares Russell 2500 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 2500.

Top IShares Russell 2500 Etf Constituents

IShares Russell Target Price Odds Analysis

What are IShares Russell's target price odds to finish over the current price? Based on a normal probability distribution, the odds of IShares Russell jumping above the current price in 90 days from now is roughly 2.62%. The IShares Russell 2500 probability density function shows the probability of IShares Russell etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days the etf has a beta coefficient of 1.2844. This usually implies 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, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. IShares Russell 2500 is significantly underperforming NYSE Composite.
  Odds Below 57.5HorizonTargetOdds Above 57.5
97.32%90 days
 57.50 
2.62%
Based on a normal probability distribution, the odds of IShares Russell to move above the current price in 90 days from now is roughly 2.62 (This IShares Russell 2500 probability density function shows the probability of IShares Etf to fall within a particular range of prices over 90 days) .

IShares Russell Major Institutional Holders

Institutional Holdings refers to the ownership stake in IShares Russell that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of IShares Russell's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing IShares Russell's value.
InstituionSecurity TypeTotal SharesValue
Wipfli Financial Advisors LlcFund UnitsK100 K
View IShares Russell Diagnostics

IShares Russell 2500 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 2500 at a given time.

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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Invested in IShares Russell 2500?

The danger of trading IShares Russell 2500 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 Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile IShares Russell 2500 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.
Additionally, take a look at World Market Map. You can also try Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..

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The market value of IShares Russell 2500 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 IShares Russell value 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.