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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 solid gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Leading Growth Stocks in Top Holdings
Several of the largest positions, such as Bloom Energy, Kratos Defense, and Rambus, have delivered strong year-to-date performance, helping support the fund’s returns.
Broad Sector Diversification
Holdings spread across health care, technology, industrials, and several other sectors help reduce the impact of weakness in any single industry.
Negative Factors
Heavy U.S. Concentration
With almost all assets invested in U.S. companies, the fund offers very limited geographic diversification and is highly tied to the U.S. market.
High Exposure to Volatile Growth Sectors
Large weights in health care and technology mean the ETF can be more sensitive to swings in sentiment toward growth and innovation-focused stocks.
Moderate Expense Ratio
The fund’s expense ratio is not especially low for an ETF, which can slightly reduce net returns over the long term compared with cheaper alternatives.
IWO vs. SPDR S&P 500 ETF (SPY)
AUM12.39B
RegionNorth America
Expense Ratio0.24%
Beta1.18
IssueriShares
Inception DateJul 24, 2000
Dividend Yield0.57%
Asset ClassEquity
Index TrackedRussell 2000 Growth
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume645,328
30 Day Avg. Volume524,709
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
429.48Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering1081
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IWO Summary
The iShares Russell 2000 Growth ETF (IWO) follows the Russell 2000 Growth Index, which focuses on smaller U.S. companies expected to grow faster than the overall market. It holds many young and innovative businesses across health care, technology, and industrials, including names like Bloom Energy and IonQ. Someone might invest in IWO to seek long-term growth and to diversify beyond large, well-known blue-chip stocks. However, because it focuses on smaller growth companies, the share price can be more volatile and may go up and down more sharply than the broader market.
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’s story is all about fast-moving U.S. small-cap growth names, with a clear tilt toward tech, industrials, and health care. Modine, Bloom Energy, and Advanced Energy have been doing the heavy lifting lately, with shares rising on strong growth narratives and upbeat earnings. Fabrinet and Dycom are also pulling their weight, adding steady momentum. On the flip side, Credo Technology and Guardant Health have been lagging, acting like a bit of sand in the fund’s gears. Overall, performance is driven by a handful of rising industrial and tech stars in the U.S. market.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Bloom Energy | 2.33% | $287.43M | $44.09B | 556.79% | 62 Neutral | |
| Fabrinet | 1.25% | $154.97M | $18.37B | 129.28% | 78 Outperform | |
| Credo Technology Group Holding Ltd | 1.16% | $143.20M | $20.58B | 148.21% | 77 Outperform | |
| Kratos Defense | 1.10% | $135.36M | $16.71B | 203.05% | 60 Neutral | |
| Nextpower Inc | 0.92% | $113.18M | $17.21B | 156.64% | 78 Outperform | |
| Sterling Infrastructure | 0.82% | $100.95M | $12.40B | 243.42% | 71 Outperform | |
| The Ensign Group | 0.79% | $97.75M | $12.11B | 66.06% | 78 Outperform | |
| Advanced Energy | 0.78% | $96.39M | $11.55B | 200.97% | 67 Neutral | |
| IonQ | 0.76% | $93.53M | $12.11B | 54.56% | 51 Neutral | |
| BridgeBio Pharma | 0.73% | $90.27M | $13.18B | 110.40% | 59 Neutral |
IWO Technical Analysis
Negative
―
Price Trends
336.82
Negative
330.68
Negative
314.58
Positive
Market Momentum
-4.88
Positive
34.04
Neutral
23.89
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IWO, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 331.44, equal to the 50-day MA of 336.82, and equal to the 200-day MA of 314.58, indicating a neutral trend. The MACD of -4.88 indicates Positive momentum. The RSI at 34.04 is Neutral, neither overbought nor oversold. The STOCH value of 23.89 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IWO.
IWO Peer Comparison
Comparison Results
Performance Comparison
IWO
iShares Russell 2000 Growth ETF
315.18
55.50
21.37%
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.
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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