IWO

iShares Russell 2000 Growth ETF
CLOSING PRICECHANGE (%)VOLUME
$161.57-0.61 (-0.38%)291.24K
4:00:00 p.m. (ET) 04/21/2017
BZX EXCHANGE CLOSED
LAST TRADECHANGE (%)
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BID SIZEBID ($)ASK ($)ASK SIZE
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Overall Rating

A

87
as of 04/21/17

Rating Details

99
97
87
Segment Average
  • Overview
  • Efficiency
  • Tradability
  • Fit

IWO Fund Description

The iShares Russell 2000 Growth ETF tracks a market-cap-weighted index of US small-cap growth stocks. The index selects from stocks ranked 1001-3000 by market cap based on two growth factors.

IWO FactSet Analytics Insight

IWO offers growth exposure to the well-knownWith ultra-low all-in costs and decent coverage, IWO is tough to beat Russell 2000 index in a large and liquid package. All-in costs are extremely low. While it doesn't charge the lowest fee in the segment, IWO tracks its index incredibly well, to the point where the fund is often effectively free to hold, even slightly outperforming its own underlying index at times. Trading costs are low too thanks to high volume and tight spreads. Vanguard’s VTWG tracks the same index; it too has very low holding costs but lags IWO in liquidity.
Compared with our segment benchmark (and some of its peers), IWO prefers smaller firms, including some micro-caps. This bias increases market risk relative to our midcap-leaning benchmark. The fund's P/E and P/B metrics are typically growthier than our benchmark, perhaps aided by the small-size tilt. (Its index uses forecast 2-year growth and historical sales/share to identify growth.) IWO makes modest sectors bets relative to our benchmark. In all, IWO is tough to beat with ultra-low all-in costs and decent coverage from a popular index.

  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
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IWO Top 10 Countries

IWO Top 10 Sectors

IWO Top 10 Holdings View All

IWO Summary Data

07/24/00
Open-Ended Fund
0.25%
$7.41 B
$86.72 M
0.04%

IWO Portfolio Data

$2.38 B
135.74
4.10
0.96%
07/06/17
1165

IWO Index Data

Russell 2000 Growth Index
Multi-Factor
Multi-Factor
MSCI USA Small Cap Growth

Related ETFs to IWO

VTWG, VBK, JKK, FYC, IJT
Total Return
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max

IWO Portfolio Management

0.25%
0.19%
0.24%
0.11%

IWO Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

IWO Fund Structure

Open-Ended Fund
No
Yes
70% / 30%
N/A
N/A
Low
Daily
Bats Book Viewer
TOP OF BOOK
SHARES/SIZEPRICE
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LAST 10 TRADES
TIMEPRICESHARES
15:59:58161.54100
15:59:58161.5479
15:59:58161.5421
15:59:58161.53100
15:59:30161.55100
15:59:30161.5667
15:59:29161.53200
15:59:22161.58100
15:59:19161.53200
15:59:19161.54200
Bats BZX Real-time Quote - 23:59:59
Average Spread
Premium/Discount
Volume

IWO FactSet Analytics Block Liquidity

As of 04/21/17
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of IWO. IWO is rated a 5 out of 5.

IWO Tradability

541,414
$86.72 M
450,221
$72.98 M
0.04%
$0.06
-0.00%
0.10% / -0.18%
None
100.00%
50,000
9.00
0.04%
0.12%
7,163
$162.18
5

IWO Performance Statistics

0.98
1.11
1.10
1.08
0.18%
MSCI USA Small Cap Growth