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IWO - ETF AI Analysis
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iShares Russell 2000 Growth ETF (IWO)
Rating:63Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains so far this year, indicating strong overall momentum.
Sector Diversification
The fund is spread across multiple sectors, with significant exposure to Technology, Health Care, and Industrials, reducing reliance on any single industry.
Reasonable Expense Ratio
The ETF charges a relatively low expense ratio, making it cost-effective compared to many actively managed funds.
Negative Factors
High Geographic Concentration
Nearly all of the ETF's holdings are based in the U.S., limiting exposure to international markets and diversification.
Small-Cap Volatility
The ETF focuses on small-cap growth stocks, which can be more volatile and sensitive to market downturns.
Underperforming Holdings
Some top holdings, such as IonQ and Rambus, have shown weaker year-to-date performance, potentially dragging on overall returns.
IWO vs. SPDR S&P 500 ETF (SPY)
AUM13.45B
RegionNorth America
Expense Ratio0.24%
Beta1.19
IssueriShares
Inception DateJul 24, 2000
Dividend Yield0.65%
Asset ClassEquity
Index TrackedRussell 2000 Growth
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume411,293
30 Day Avg. Volume435,555
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
421.32Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering1076
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IWO Summary
The iShares Russell 2000 Growth ETF (IWO) is an investment fund that focuses on small U.S. companies with strong growth potential. It tracks the Russell 2000 Growth Index, which includes innovative businesses often leading emerging trends. Some of its holdings include Bloom Energy and Credo Technology Group. Investors might consider IWO for diversification and the opportunity to benefit from the growth of smaller, agile companies. However, since it focuses on small-cap stocks, its value can be more volatile and sensitive to market changes compared to larger, established companies.
How much will it cost me?The iShares Russell 2000 Growth ETF (IWO) has an expense ratio of 0.24%, which means you’ll pay $2.40 per year for every $1,000 invested. This is slightly higher than average for ETFs because it tracks a small-cap growth index, which requires more active management compared to broad market or large-cap passive funds.
What would affect this ETF?The iShares Russell 2000 Growth ETF (IWO) could benefit from advancements in technology and healthcare, as these sectors make up a significant portion of its holdings and are often driven by innovation and demand for new solutions. However, small-cap growth stocks are sensitive to rising interest rates and economic slowdowns, which could negatively impact their ability to secure funding and sustain growth. Additionally, regulatory changes or geopolitical tensions affecting U.S.-based companies may pose risks to the ETF's performance.
IWO Top 10 Holdings
The iShares Russell 2000 Growth ETF is leaning heavily into small-cap innovation, with a notable focus on health care and technology stocks driving its performance. Guardant Health is rising steadily, buoyed by strong earnings momentum, while Bloom Energy’s robust growth is helping to energize the fund despite valuation concerns. On the flip side, IonQ’s struggles in quantum computing and Kratos Defense’s mixed signals are holding back gains. With its U.S.-centric portfolio, the ETF is a bet on nimble, growth-oriented companies, though some names are facing headwinds that could temper its overall trajectory.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Credo Technology Group Holding Ltd | 1.39% | $185.46M | $25.35B | 100.97% | 77 Outperform | |
| Bloom Energy | 1.25% | $167.79M | $20.72B | 253.69% | 62 Neutral | |
| Fabrinet | 1.09% | $145.48M | $16.16B | 94.67% | 78 Outperform | |
| IonQ | 0.92% | $122.58M | $17.60B | 13.30% | 51 Neutral | |
| Kratos Defense | 0.81% | $108.80M | $12.35B | 168.37% | 60 Neutral | |
| Guardant Health | 0.80% | $106.53M | $12.94B | 187.03% | 61 Neutral | |
| BridgeBio Pharma | 0.79% | $105.61M | $14.59B | 172.07% | 59 Neutral | |
| SPX | 0.70% | $93.32M | $10.81B | 41.73% | 77 Outperform | |
| Madrigal Pharmaceuticals | 0.69% | $92.00M | $12.60B | 81.18% | 56 Neutral | |
| NEXTracker, Inc. Class A | 0.68% | $91.63M | $13.06B | 146.36% | 78 Outperform |
IWO Technical Analysis
Positive
―
Price Trends
324.00
Positive
315.19
Positive
291.08
Positive
Market Momentum
3.21
Negative
52.25
Neutral
35.60
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IWO, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 323.34, equal to the 50-day MA of 324.00, and equal to the 200-day MA of 291.08, indicating a bullish trend. The MACD of 3.21 indicates Negative momentum. The RSI at 52.25 is Neutral, neither overbought nor oversold. The STOCH value of 35.60 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IWO.
IWO Peer Comparison
Comparison Results
Performance Comparison
IWO
iShares Russell 2000 Growth ETF
327.47
40.19
13.99%
IJR
iShares Core S&P Small Cap ETF
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IWM
iShares Russell 2000 ETF
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VB
Vanguard Small-Cap ETF
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VBK
Vanguard Small-Cap Growth ETF
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VTWG
Vanguard Russell 2000 Growth ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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