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iShares Russell 2000 Value ETF

IWN tracks an index of US small-cap value stocks. The index selects value stocks from a universe of stocks ranked 1001-3000 by market-cap.

The iShares Russell 2000 Value ETF (IWN) was launched on 07/24/2000, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Value segment of the US equity market.

Should iShares Russell 2000 Value ETF (IWN) Be on Your Investing Radar?

The iShares Russell 2000 Value ETF fails to accurately capture the small-cap value premium due to outdated and mixed value-growth factors. The ETF's methodology dilutes the value premium by including growth stocks and assigning them weight in the value index. The lack of a profitability filter increases risk, as many small-cap stocks in the ETF are unprofitable and high-risk.

IWN: This ETF Doesn't Deliver The Smallcap Value Premium

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It's midsummer, and U.S. small-caps have finally showed up in a big way. You could say it's been a long time coming.

Finding the Right Small-Cap ETF for Different Outcomes

iShares Russell 2000 Value ETF owns small-cap value stocks with lower growth potential than broader small-cap space. IWN's portfolio of small-cap stocks is less established, leading to higher volatility, especially during economic turmoil. Successful small-cap stocks in IWN's portfolio will soon graduate to mid-cap or large-cap, causing underperformance compared to mid-cap and large-cap peer funds.

IWN: Valuation Not Attractive

iShares Russell 2000 Value ETF combines size and value, two factors of the Fama-French model, and is focused on financials. The IWN ETF has been lagging the Russell 2000 index for 10 years, and it has lagged other small-cap value funds for 2 years. Actively managed funds DFSV and AVUV may be more attractive options for investors.

IWN: Appealing Valuation, Underwhelming Performance

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Despite the case for small caps, it is recommended to sell the Russell 2000 and related ETFs due to negative alpha and seasonal factors.

What To Buy After You Sell The Russell 2000

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iShares Russell 2000 Value ETF offers exposure to undervalued small-cap U.S. equities. The IWN ETF has a well-diversified portfolio with top holdings in the energy, banking, and construction sectors. Investing in IWN can provide higher returns and diversify a U.S. stock allocation, but carries risks of lower stability and higher volatility.

IWN: If 2024 Is For Value And Small Caps

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iShares Russell 2000 Value ETF combines two factors of the Fama-French model: size and value. IWN may be useful not only in a buy-and-hold approach, but also in tactical allocation strategies. IWN has underperformed its parent index and peers in the past 10 years and has some weaknesses in its methodology.

IWN: Lagging Other Small-Cap Value ETFs For 10 Years

Small-cap stocks closed last week on a high note, partially offsetting some of September's declines. The Hartford Multifactor Small Cap ETF (ROSC) gained 1.3% last week, ending the month down just under 5%.

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Peaking rates, decent U.S. GDP growth rate, stronger greenback and still-high consumer spending make these small-cap value ETFs better-positioned.

3 Reasons Why Small-Cap Value ETFs Could Emerge Winners

History suggests value stocks will continue to be well positioned in the current economic environment. The current economic environment is characterized by above-average inflation and widening market breadth.

Why Value Stocks Are Still Well Positioned

The Fed has restarted rate hikes to curb inflation, but inflation is lower than earlier this year, and the economy is performing well. The iShares Russell 2000 Value ETF provides exposure to small cap value companies with tailwinds from US economic growth and steady interest rates. IWN has underperformed its peers in terms of returns and has higher expense ratios, making other ETFs like IJS or VBR better options for small cap value exposure.

IWN: Positive Small Cap Value Outlook, But Worse Performance Than Peers

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After lagging this year, small-cap stocks have been showing strong momentum since the start of June, beating the broader market.

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iShares Russell 2000 Value ETF combines two investing styles: size and value. The IWN ETF has outperformed the Russell 2000 index since inception.

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Systematic value investing is the idea that fundamentally cheap stocks tend to outperform expensive stocks over the long term on average. The iShares Russell 2000 Value ETF tracks the Russell 2000 Value Index and offers a simple, transparent, and cheap implementation of the value premium for US small caps.

IWN: Low Growth Is Not Necessarily Value

IWN selects stocks with value characteristics in the Russell 2000. About 29% of asset value is in financials, with 19% in banks.

IWN Lags Other Small Cap Value ETFs In 2022

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VettaFi's head of research Todd Rosenbluth appeared on TD Ameritrade's The Watch List to discuss value investing with host Nicole Petallides. This year, value has outperformed growth throughout 2022, but Petallides wonders if that trend is likely to continue.

Todd Rosenbluth Has a Value-able Conversation on TD Ameritrade

IWN invests in small-cap value stocks. Many of these stocks are loss making, making various data sources misleading in that they adjust for negative earnings.

IWN: Small-Cap Value Stocks Are Probably Fairly Valued And Not Well Positioned

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News for iShares Russell 2000 Value ETF ETF (IWN)