Average Daily Volume
487K
Fund Overview
The iShares Russell 2000 Growth ETF (IWO) is designed to track the investment results of the Russell 2000 Growth Index, which measures the performance of small-capitalization U.S. equities exhibiting growth characteristics. The fund provides exposure to fast-growing small-cap companies, which can offer higher growth potential compared to larger, more established firms. IWO is a popular choice for investors seeking diversification within the small-cap growth segment of the market. The ETF is widely traded and offers liquidity, making it accessible for both individual and institutional investors.
- Asset Class
-
Equity
- Industry
-
N/A
- Annual Dividend Rate
-
- Smart Beta
-
Yes
- Leveraged / Inverse
-
N/A / No
- Dividend Quality - Yield
-
- 0.47 %
- Currency Hedged
-
No
- Portfolio Turnover
-
34 %
- Dividend Date
-
Why Invest in the IWO ETF?
Potential Benefits
- Exposure to high-growth small-cap companies with potential for significant capital appreciation.
- Diversification across a broad range of sectors within the small-cap growth universe.
- Liquidity and ease of trading due to the ETF's structure and popularity.
- Lower expense ratio compared to actively managed small-cap growth funds.
- Potential to outperform large-cap stocks during economic expansions.
Potential Risks
- Higher volatility compared to large-cap or value-oriented ETFs due to the nature of small-cap growth stocks.
- Sensitivity to economic downturns, as small-cap companies may face greater financial stress.
- Limited international exposure, as the fund focuses solely on U.S. equities.
- Potential underperformance during periods when value stocks outperform growth stocks.
- Concentration risk in certain sectors that dominate the small-cap growth space.
RSI data unavailable or insufficient history.
Monthly Returns (%)
| Year |
Jan |
Feb |
Mar |
Apr |
May |
Jun |
Jul |
Aug |
Sep |
Oct |
Nov |
Dec |
| 2026 |
+4.1%
|
-0.3%
|
-6.4%
|
+14.7%
|
+5.8%
|
+3.6%
|
-5.9%
|
+1.7%
|
-5.2%
|
+1.0%
|
-
|
-
|
| 2025 |
+3.2%
|
-6.8%
|
-7.5%
|
-0.8%
|
+6.3%
|
+6.1%
|
+1.5%
|
+6.0%
|
+4.1%
|
+3.3%
|
-0.8%
|
-1.3%
|
| 2024 |
-3.1%
|
+8.0%
|
+2.7%
|
-7.6%
|
+5.3%
|
-0.3%
|
+8.2%
|
-1.1%
|
+1.3%
|
-1.3%
|
+12.5%
|
-8.4%
|
| 2023 |
+10.0%
|
-1.2%
|
-2.5%
|
-1.2%
|
+0.2%
|
+8.2%
|
+4.7%
|
-5.3%
|
-6.7%
|
-7.7%
|
+9.1%
|
+11.9%
|
| 2022 |
-13.4%
|
+0.6%
|
+0.3%
|
-12.2%
|
-1.8%
|
-6.3%
|
+11.3%
|
-0.9%
|
-9.0%
|
+9.5%
|
+1.4%
|
-6.3%
|
| 2021 |
+4.8%
|
+3.1%
|
-2.8%
|
+2.0%
|
-2.8%
|
+4.6%
|
-3.7%
|
+1.9%
|
-3.8%
|
+4.7%
|
-5.0%
|
+0.4%
|
| 2020 |
-1.0%
|
-7.1%
|
-19.6%
|
+15.3%
|
+9.4%
|
+3.9%
|
+3.5%
|
+5.8%
|
-2.1%
|
+0.7%
|
+17.7%
|
+9.3%
|
| 2019 |
+11.6%
|
+6.5%
|
-1.3%
|
+3.0%
|
-7.4%
|
+7.3%
|
+1.3%
|
-4.3%
|
-0.8%
|
+3.0%
|
+5.8%
|
+2.3%
|
| 2018 |
+3.8%
|
-2.8%
|
+1.3%
|
+0.2%
|
+6.2%
|
+0.7%
|
+1.7%
|
+6.2%
|
-2.2%
|
-12.6%
|
+1.5%
|
-11.7%
|
| 2017 |
+1.5%
|
+2.6%
|
+1.1%
|
+1.9%
|
-0.8%
|
+3.3%
|
+1.0%
|
-0.1%
|
+5.5%
|
+1.5%
|
+2.8%
|
+0.2%
|
< -5%
-5% to -2%
-2% to 0%
0%
0% to +2%
+2% to +5%
> +5%
Top Holdings (by weight)
| Symbol |
Company Name |
Weight |
|
SFM
|
SPROUTS FARMERS MARKET INC |
1.4 % |
|
INSM
|
INSMED INC |
1.1 % |
|
FTAI
|
FTAI AVIATION LTD |
0.9 % |
|
AIT
|
APPLIED INDUSTRIAL TECHNOLOGIES INC |
0.7 % |
|
CRS
|
CARPENTER TECHNOLOGY CORP |
0.7 % |
|
HALO
|
HALOZYME THERAPEUTICS INC |
0.7 % |
|
MLI
|
MUELLER INDUSTRIES INC |
0.7 % |
|
BECN
|
BEACON ROOFING SUPPLY INC CLASS A |
0.7 % |
|
ENSG
|
ENSIGN GROUP INC |
0.7 % |
|
EXLS
|
EXLSERVICE HOLDINGS INC |
0.6 % |
Top 10 holdings shown, out of 1 total holdings.
Related ETFs: IWO vs Peers
Comparison highlights key differences on cost, coverage, and focus within sector ETFs.
Investment Strategy
The iShares Russell 2000 Growth ETF (IWO) seeks to track the performance of the Russell 2000 Growth Index, a market-cap-weighted index of small-cap U.S. stocks with growth characteristics. The index selects companies based on factors such as higher price-to-book ratios and stronger forecasted growth rates. IWO primarily holds common stocks of these small-cap growth companies and is passively managed, meaning it aims to replicate the index rather than outperform it. The fund is rebalanced periodically to align with the index's composition, typically on a quarterly basis.
Frequently Asked Questions
What is the difference between IWO and IWM?
IWO tracks the Russell 2000 Growth Index, focusing on small-cap growth stocks, while IWM tracks the broader Russell 2000 Index, which includes both growth and value small-cap stocks.
How often is IWO rebalanced?
IWO is rebalanced periodically, typically on a quarterly basis, to align with the Russell 2000 Growth Index's composition.
What sectors are most represented in IWO?
IWO has significant exposure to sectors such as technology, healthcare, and consumer discretionary, which are common in the small-cap growth universe.
Is IWO suitable for long-term investors?
Yes, IWO can be suitable for long-term investors seeking growth potential, but it should be balanced with other investments to manage risk due to its volatility.
Industry Overview
The iShares Russell 2000 Growth ETF (IWO) is part of the small-cap growth segment of the U.S. equity market. Small-cap growth stocks are known for their potential to deliver outsized returns, as these companies are often in the early stages of their growth trajectories. However, they also come with higher risk due to their size and sensitivity to economic conditions. Investing in IWO allows investors to tap into the dynamic small-cap growth sector, which can be a valuable addition to a diversified portfolio. The Russell 2000 Growth Index, which IWO tracks, includes companies with higher price-to-book ratios and stronger earnings growth prospects.
Alternative Comparison
Compared to its peers, such as the iShares Russell 2000 ETF (IWM) and the Vanguard Small-Cap Growth ETF (VBK), IWO offers a more targeted exposure to small-cap growth stocks. While IWM provides broad small-cap exposure, IWO focuses specifically on growth-oriented companies, which may appeal to investors seeking higher growth potential. VBK, another small-cap growth ETF, has a similar objective but may differ slightly in its index methodology and expense ratio. IWO's competitive expense ratio and liquidity make it a strong contender in the small-cap growth space.
Issuer Overview
iShares, a division of BlackRock, is one of the largest and most reputable ETF providers globally. Known for its extensive range of index-tracking ETFs, iShares offers investors low-cost, transparent, and liquid investment options. BlackRock's robust infrastructure and expertise in asset management ensure that IWO and other iShares ETFs are well-managed and closely aligned with their respective benchmarks.
Conclusion
The iShares Russell 2000 Growth ETF (IWO) is a compelling option for investors looking to gain exposure to small-cap growth stocks in the U.S. market. With its focus on high-growth companies, diversification benefits, and low-cost structure, IWO can serve as a valuable component of a growth-oriented investment strategy. However, investors should be mindful of the higher volatility and risks associated with small-cap equities.
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