IWN
iShares Russell 2000 Value ETF
📎 Investment Objective
The iShares Russell 2000 Value ETF (IWN) seeks to track the investment results of an index composed of small-capitalization U.S. equities with lower price-to-book ratios and lower forecasted growth.
Overview
ETF tracking iShares Russell 2000 Value ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The iShares Russell 2000 Value ETF (IWN) seeks to track the investment results of an index composed of small-capitalization U.S. equities with lower price-to-book ratios and lower forecasted growth.
🎯 Investment Strategy
The ETF employs a passively managed, index-based approach, investing in a representative sample of the securities included in the Russell 2000 Value Index. It aims to provide exposure to small-cap U.S. companies that are considered undervalued relative to their fundamental measures, such as book value.
✨ Key Features
- Provides exposure to small-cap U.S. stocks with lower valuations
- Tracks the Russell 2000 Value Index, a widely followed benchmark for small-cap value stocks
- Employs a passive, index-based investment approach to minimize costs
- Diversified portfolio of small-cap value companies across various sectors
⚠️ Primary Risks
- Susceptibility to market volatility and economic downturns due to the small-cap focus
- Potential for higher risk and lower liquidity compared to large-cap stocks
- Concentration in specific sectors or industries may increase volatility
- Tracking error risk as the fund may not perfectly replicate the underlying index
👤 Best For
This ETF may be suitable for investors seeking exposure to the small-cap value segment of the U.S. equity market as part of a diversified portfolio. It may be appropriate for investors with a long-term investment horizon and a higher risk tolerance who are looking to potentially benefit from the value premium in small-cap stocks.
Top Holdings
| Rank | Ticker | Name | Weight | Sector |
|---|---|---|---|---|
| 1 | SATS | ECHOSTAR CORP CLASS A | 0.71% | Communication |
| 2 | OKLO | OKLO INC CLASS A | 0.63% | Utilities |
| 3 | UMBF | UMB FINANCIAL CORP | 0.54% | Financials |
| 4 | FLR | FLUOR CORP | 0.53% | Industrials |
| 5 | CADE | CADENCE BANK | 0.52% | Financials |
| 6 | CTRE | CARETRUST REIT INC | 0.52% | Real Estate |
| 7 | CYTK | CYTOKINETICS INC | 0.51% | Health Care |
| 8 | HL | HECLA MINING | 0.51% | Materials |
| 9 | CMC | COMMERCIAL METALS | 0.51% | Materials |
| 10 | JXN | JACKSON FINANCIAL INC CLASS A | 0.50% | Financials |
| 11 | ORA | ORMAT TECH INC | 0.49% | Utilities |
| 12 | ONB | OLD NATIONAL BANCORP | 0.48% | Financials |
| 13 | TTMI | TTM TECHNOLOGIES INC | 0.48% | Information Technology |
| 14 | TRNO | TERRENO REALTY REIT CORP | 0.47% | Real Estate |
| 15 | EPRT | ESSENTIAL PROPERTIES REALTY TRUST | 0.46% | Real Estate |