IWO ETF Analysis: Russell 2000 Growth | NYSE

Small Growth | NYSE, USA | Market Cap: 15.128m USD | 12M Return: 30.1% | US4642876480 | Charts, Fundamentals & Technical Analysis

Small Cap, Growth Stocks, Russell Index, US Equities
Total Rating 65
Safety 63
Buy Signal 0.00
Small Growth
Category Rotation: +0.1
TER: 0.24%
AUM: 15.1B
Avg Turnover: 145M
Risk 3d forecast
Volatility22.8%
VaR 5th Pctl4.11%
VaR vs Median0.32%
Reward TTM
Sharpe Ratio1.10
Rel. Str. IBD62.6
Rel. Str. Peer Group50
Character TTM
Beta1.302
Beta Downside1.274
Hurst Exponent0.469
Drawdowns 3y
Max DD28.57%
CAGR/Max DD0.66
CAGR/Mean DD3.47

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 11.6 years of data

Jan +0.4% 17
Feb -0.6% 18
Mar -0.9% 39
Apr +0.0% 5
May +1.6% 21
Jun +1.2% 20
Jul +0.8% 20
Aug -0.0% 13
Sep -2.3% 29
Oct -1.0% 12
Nov +2.6% 35
Dec -1.0% 26

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: IWO Russell 2000 Growth

The iShares Russell 2000 Growth ETF (IWO) follows a passive investment approach, allocating at least 80% of its assets to the component securities of its underlying index and using the remaining up to 20% for derivatives like futures, options, and swaps, as well as cash equivalents. This 80/20 structure is a standard framework used by index-tracking ETFs to qualify for regulated investment company tax treatment under U.S. securities law. The fund targets the small-cap growth segment of the U.S. equity market, giving investors exposure to smaller companies with above-average growth characteristics relative to the broader Russell 2000 universe.

Headlines to Watch Out For
  • Fed rate cuts lift small-cap growth valuations
  • Risk-on sentiment drives Russell 2000 Growth inflows
  • Domestic recession fears pressure small-cap earnings outlook
  • Competition from Vanguard and Invesco intensifies on fees
What is the price of IWO shares?

As of August 21, 2026, the stock is trading at USD 382.63 with a total of 464,665 shares traded. Over the past week, the price has changed by -2.56%, over one month by +2.28%, over three months by +5.48% and over the past year by +30.06%.

Current recommended Stop Loss: 374.70 (which is 2.1% or 1.3 ATR below the current price).

Is IWO a buy, sell or hold?

Russell 2000 Growth has no consensus analysts rating.