IWO - ETF AI Analysis
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iShares Russell 2000 Growth ETF (IWO)
Rating:65Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and over the past month, indicating solid recent momentum.
Leading Growth Stocks in Top Holdings
Several of the largest positions, such as Bloom Energy, Fabrinet, Advanced Energy, Sterling Infrastructure, Modine, and Rambus, have delivered strong year-to-date gains that support the fund’s overall performance.
Broad Sector Diversification
Holdings spread across technology, health care, industrials, financials, and other sectors help reduce the impact if any single industry struggles.
Negative Factors
Heavy U.S. Concentration
With almost all assets in U.S. companies, the fund offers very limited geographic diversification and is highly tied to the U.S. market.
Growth and Small-Cap Volatility
As a small-cap growth fund, the ETF is likely to be more volatile and sensitive to market swings than broader, more balanced funds.
Mixed Performance Among Top Holdings
While many top holdings are strong performers, at least one notable position like Kratos Defense has been weak year-to-date, which can drag on returns.
IWO vs. SPDR S&P 500 ETF (SPY)
AUM13.97B
RegionNorth America
Expense Ratio0.24%
Beta1.18
IssueriShares
Inception DateJul 24, 2000
Dividend Yield0.42%
Asset ClassEquity
Index TrackedRussell 2000 Growth
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume377,175
30 Day Avg. Volume474,977
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
445.58Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering1084
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IWO Summary
The iShares Russell 2000 Growth ETF (IWO) invests in small U.S. companies that are expected to grow quickly, following the Russell 2000 Growth Index. It holds a wide mix of sectors, with a lot in technology, health care, and industrials, and includes names like Bloom Energy and IonQ. Someone might invest in IWO to seek higher long-term growth and to diversify beyond large, well-known companies by owning many smaller, fast-growing businesses at once. A key risk is that small growth stocks can be very volatile, so the ETF’s price can rise and fall sharply with market conditions.
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
IWO is leaning hard into U.S. small-cap growth, with a clear tilt toward tech and industrial innovators. Bloom Energy, Credo Technology, and Fabrinet have been rising and act like the fund’s growth engine, helped by steady contributions from Advanced Energy and Modine. Rambus adds another spark from the semiconductor and AI theme. On the flip side, IonQ’s mixed trading and Kratos Defense’s recent slide are putting a small drag on results. Overall, the fund is diversified across many names but still driven by a tech-heavy, U.S.-focused growth story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Bloom Energy | 3.02% | $416.24M | $65.28B | 1119.75% | 62 Neutral | |
| Credo Technology Group Holding Ltd | 1.72% | $236.52M | $35.98B | 319.38% | 77 Outperform | |
| Fabrinet | 1.46% | $200.79M | $25.80B | 237.27% | 78 Outperform | |
| Rambus | 0.90% | $123.76M | $17.13B | 170.60% | 78 Outperform | |
| IonQ | 0.89% | $122.78M | $15.65B | 52.75% | 51 Neutral | |
| Sterling Infrastructure | 0.89% | $122.39M | $15.25B | 237.96% | 71 Outperform | |
| Advanced Energy | 0.86% | $118.01M | $14.73B | 290.01% | 67 Neutral | |
| Nextpower Inc | 0.84% | $116.12M | $18.03B | 183.75% | 78 Outperform | |
| Modine | 0.76% | $104.19M | $13.27B | 204.02% | 68 Neutral | |
| SiTime Corporation | 0.73% | $100.12M | $15.05B | 268.76% | 61 Neutral |
IWO Technical Analysis
Positive
―
Price Trends
332.65
Positive
334.68
Positive
323.51
Positive
Market Momentum
8.74
Negative
68.22
Neutral
64.78
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 347.16, equal to the 50-day MA of 332.65, and equal to the 200-day MA of 323.51, indicating a bullish trend. The MACD of 8.74 indicates Negative momentum. The RSI at 68.22 is Neutral, neither overbought nor oversold. The STOCH value of 64.78 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
362.46
103.73
40.09%
IJR
iShares Core S&P Small Cap ETF
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VB
Vanguard Small-Cap ETF
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IWM
iShares Russell 2000 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.
DisclaimerThis 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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