IWO ETF Analysis: Russell 2000 Growth | NYSE

Small Growth | NYSE, USA | Market Cap: 14.458m USD | 12M Return: 27.7% | Charts, Fundamentals & Technical Analysis

Small Cap, Growth Stocks, Russell Index, US Equities
Total Rating 61
Safety 55
Buy Signal 0.01
Small Growth
Category Rotation: -13.3
TER: 0.24%
AUM: 14.5B
Avg Turnover: 163M
Risk 3d forecast
Volatility21.3%
VaR 5th Pctl3.84%
VaR vs Median0.07%
Reward TTM
Sharpe Ratio1.03
Rel. Str. IBD57.3
Rel. Str. Peer Group50
Character TTM
Beta1.307
Beta Downside1.340
Hurst Exponent0.543
Drawdowns 3y
Max DD28.57%
CAGR/Max DD0.51
CAGR/Mean DD2.44

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.8% 25
Feb -0.7% 14
Mar -1.7% 49
Apr -0.1% 2
May +1.4% 17
Jun +1.6% 12
Jul +0.8% 24
Aug -0.1% 8
Sep -3.6% 40
Oct -0.0% 5
Nov +1.7% 30
Dec -1.3% 32

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 July 28, 2026, the stock is trading at USD 373.54 with a total of 655,632 shares traded. Over the past week, the price has changed by -0.15%, over one month by -4.28%, over three months by +4.51% and over the past year by +27.71%.

Current recommended Stop Loss: 355.00 (which is 5% or 2.5 ATR below the current price).

Is IWO a buy, sell or hold?

Russell 2000 Growth has no consensus analysts rating.