(IWN) Russell 2000 Value - NYSE

ETF Category: Small Value | Exchange: NYSE (USA) | Market Cap: 13.686m USD | Total Return: 42.7% in 12m

Small Cap Stocks, Value Stocks, US Equities
Total Rating 78
Safety 67
Buy Signal 0.28
Small Value
Category Rotation: +1.7
TER: 0.24%
AUM: 13.7B
Avg Turnover: 147M
Risk 3d forecast
Volatility18.7%
VaR 5th Pctl3.24%
VaR vs Median-3.75%
Reward TTM
Sharpe Ratio1.85
Rel. Str. IBD71.9
Rel. Str. Peer Group75
Character TTM
Beta0.963
Beta Downside1.031
Hurst Exponent0.461
Drawdowns 3y
Max DD26.71%
CAGR/Max DD0.70
CAGR/Mean DD3.38

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality

Coming soon
Description: IWN Russell 2000 Value

The iShares Russell 2000 Value ETF (IWN) is a passively managed exchange-traded fund that seeks to track the performance of the Russell 2000 Value Index, which measures small-capitalization U.S. equity securities exhibiting value characteristics such as lower price-to-book and price-to-earnings ratios relative to the broader small-cap segment.

The fund employs a replication strategy, investing at least 80% of its assets in the component securities of the underlying index. The remaining up to 20% may be allocated to derivatives such as futures, options, and swap contracts, as well as cash equivalents and money market funds advised by BlackRock Fund Advisors (BFA) or its affiliates. BFA may also hold securities outside the index when it believes such holdings will help the fund better track its benchmark.

Headlines to Watch Out For
  • Fed rate cuts boost rate-sensitive small-cap value sectors
  • US recession fears pressure domestically-focused small value stocks
  • Competition from VBR and IJS pressures IWN expense ratio
What is the price of IWN shares?

As of June 29, 2026, the stock is trading at USD 221.43 with a total of 1,236,855 shares traded. Over the past week, the price has changed by +2.10%, over one month by +3.19%, over three months by +20.24% and over the past year by +42.73%.

Current recommended Stop Loss: 211.60 (which is 4.4% or 2.8 ATR below the current price).

Is IWN a buy, sell or hold?

Russell 2000 Value has no consensus analysts rating.