IWO
iShares Russell 2000 Growth ETFIWO Fund Description
IWO tracks an index of US small-cap growth stocks, selected from those ranked 1001-3000 by market-cap based on growth factors.
IWO Factset Analytics Insight
IWO offers growth exposure to a well-known index in the small-cap space. Its underlying index is one of two traditional style indexes that divides the Russell 2000 Index into growth and value subsets using just two growth factors: 2-year growth forecasts and 5-year historical sales-per-share growth. Securities with higher price-to-book ratios and higher forecasted growth relative to those of the Russell 2000 Index contains the underlying index. Compared to its segment benchmark (and some of its peers), IWO prefers smaller firms, including some micro-caps. The index is reconstituted annually to ensure larger stocks do not distort the performance of the small-cap growth market.
IWO MSCI ESG Analytics Insight
iShares Russell 2000 Growth ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.62 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. iShares Russell 2000 Growth ETF ranks in the 22nd percentile within its peer group and in the 16th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IWO MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
IWO Summary Data
IWO Portfolio Data
IWO Index Data
IWO Portfolio Management
IWO Tax Exposures
IWO Fund Structure
IWO Factset Analytics Block Liquidity
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
IWO Sector/Industry Breakdown
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IWO Top 10 Holdings[View All]
IWO Countries
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IWO Regions
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IWO Economic Development
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IWO Performance Statistics
IWO MSCI ESG Ratings
IWO Benchmark Comparison Summary
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IWO Benchmark Comparison Market Cap Size
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Terms of Use
MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.