Understanding Ishares Russell 2000 Growth Index ETF

The iShares Russell 2000 Growth Index ETF is a popular investment option for those looking to tap into the growth potential of small-cap stocks.

This ETF is designed to track the performance of the Russell 2000 Growth Index, which consists of the 2,000 smallest publicly traded US companies with high growth potential.

The iShares Russell 2000 Growth Index ETF has a low expense ratio of 0.24%, making it an attractive option for investors looking to minimize costs.

By investing in this ETF, you'll gain exposure to a diversified portfolio of small-cap growth stocks, which can provide a potential source of long-term growth and income.

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IWO is a great way to gain exposure to small public U.S. companies with above-average growth potential.

Its strategy is based on the Russell 2000 Growth Index, which offers targeted access to a specific category of small-cap domestic stocks.

This investment vehicle can be used to diversify a U.S. stock allocation and tilt your portfolio towards growth stocks.

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By investing in IWO, you can potentially benefit from the growth of small-cap stocks that are expected to outperform the market.

Its passively managed approach ensures that your investments are aligned with the Russell 2000 Growth Index, providing a consistent and predictable way to access growth stocks.

IWO scores poorly against value stocks, but its focus on growth stocks makes it a great option for investors looking to tap into the potential of small-cap growth companies.

By including IWO in your portfolio, you can potentially increase your exposure to growth stocks and reduce your reliance on value stocks.

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The fees and expenses associated with the iShares Russell 2000 Growth Index ETF are relatively low.

The management fee is 0.24%. This is the cost of having the fund's managers oversee the investment.

The acquired fund fees and expenses are 0.00%, which means you won't pay extra for the fund's investments in other funds.

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Other expenses are also 0.00%, so you won't have to worry about any additional costs.

The expense ratio is 0.24%, which is the total cost of owning the fund, including the management fee and other expenses.

Here's a summary of the fees and expenses in a table:

Keep in mind that these fees and expenses are as of the current prospectus, and may not include extraordinary expenses incurred by the fund over the past fiscal year.

The iShares Russell 2000 Growth ETF has delivered solid returns over the years. Its 1-year return is a notable 13.4%.

Its performance can be broken down into different time periods. For example, its 3-year return is 5.9% when annualized, and its 5-year return is 6.3% when annualized.

Here's a comparison of its returns with other small-cap growth ETFs: PeriodIWO ReturnRank in Category (%)YTD2.1%59.81%1 Yr13.4%43.15%5 Yr6.3%66.35%

Its 10-year return is 8.1% when annualized, and it ranks 68.56% in its category over that period.

The IWO return is 2.1% for the year-to-date, ranking 59.81% in its category. This is a relatively strong performance, especially considering the category return low is -1.6%.

Over the past year, the IWO return has been 13.4%, placing it 43.15% in its category. This is a significant improvement from the category return low of -1.0%.

Annualized returns over 3, 5, and 10 years show the IWO return is 5.9%, 6.3%, and 8.1% respectively. These returns rank 31.16%, 66.35%, and 68.56% in their categories.

Here's a breakdown of the IWO return and its ranking in each category over different time periods:

IWO, SLYG, and JSML are three popular Small-Cap Growth ETFs. IWO is known for its strong track record in the small-cap growth space.

IWO has a 5-year annualized return of 16.8%, outperforming SLYG's 5-year return of 13.4%. SLYG, on the other hand, has a lower expense ratio of 0.29% compared to IWO's 0.62%.

A diversified ETF can deliver long-term growth, and that's especially true for the iShares Russell 2000 Growth ETF, which offers exposure to growth stocks in various sectors. This ETF is a great option for those looking to invest in small-cap stocks without the high volatility often associated with individual small-cap investments.

The IWO ETF has been a consistent performer over the long term, with a 10-year annualized return of 8.1%*. This is a testament to the power of diversification in reducing risk and increasing potential returns.

Here are the IWO ETF's return rankings over different periods:

The IWO ETF's performance over the long term is impressive, and its consistent ranking in the top 68.56% of its category over the past 10 years is a strong indicator of its potential for long-term growth.

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Investing in the iShares Russell 2000 Growth Index ETF, which is the underlying index of IWO, can be a great way to tap into small-cap growth stocks.

The ETF provides exposure to small public U.S. companies whose earnings are expected to grow at an above-average rate relative to the market.

Investing in small caps can be volatile, especially during times of economic uncertainty.

The IWO ETF is passively managed, meaning it doesn't try to beat the market, but rather tracks the Russell 2000 Growth Index.

Targeting small-cap growth stocks can be a good way to diversify a U.S. stock allocation and tilt your portfolio towards growth stocks.

Investing in individual small-cap stocks can be time-consuming and may not provide the same level of exposure as the IWO ETF.

The iShares Russell 2000 Growth ETF has a legal name that matches its investment strategy, indicating a focus on growth-oriented investments. Its fund family name, BlackRock-advised Funds, suggests a well-established and reputable management structure.

The ETF was launched on July 24, 2000, making it an older fund with a long history of performance data. This gives investors a clear picture of the fund's past performance and potential for future growth.

Here are some key details about the fund's shares:

The fund is managed by Greg Savage, an experienced investment professional with a track record of success.

The fund details are a crucial part of understanding an investment. The iShares Russell 2000 Growth ETF has a legal name of iShares Russell 2000 Growth ETF.

This fund is part of the BlackRock-advised Funds family, which is a well-established and reputable name in the industry. The fund's inception date is July 24, 2000, making it a seasoned investment option.

The number of shares outstanding is 43,450,000, which gives you an idea of the fund's size and liquidity. The share class is listed as N/A, indicating that this information is not applicable to this particular fund.

The fund is denominated in USD and is domiciled in the US, making it a domestic investment option for US investors. The manager of this fund is Greg Savage, who has likely played a key role in shaping the fund's investment strategy.

Here's a quick rundown of the fund's details:

I've taken a closer look at the dividend yield of IWO, and it's currently at 1.41%. This is significantly lower than the category high of 6.91%.

The dividend yield of IWO is actually higher than the category low of 0.00%, which suggests that IWO is providing some level of income to investors.

Here's a comparison of the dividend yield of IWO to its category:

The iShares Russell 2000 Growth Index ETF has been under pressure due to the small-cap sector's struggles. The Russell 2000 Growth Index has been experiencing a decline in its growth rate, with the index's growth rate falling to 10.3% in 2022.

The small-cap sector's underperformance is largely due to the high valuations and low profit margins of small-cap companies. This has made it difficult for investors to justify the high prices being paid for these stocks.

The iShares Russell 2000 Growth Index ETF has also been affected by the decline in the small-cap sector, with the ETF's net inflows slowing down significantly in 2022. In fact, the ETF's net inflows fell by 75% in 2022 compared to the previous year.

As a result of the small-cap sector's struggles, the iShares Russell 2000 Growth Index ETF's performance has been impacted, with the ETF's returns lagging behind the broader market.

The Premium/Discount and Trading section of the iShares Russell 2000 Growth Index ETF is a crucial aspect to consider for investors.

In the past year, the Total Return for this ETF has been 15.04%, which is slightly lower than the Benchmark's return of 15.15%.

The Market Price for the ETF has also been 15.05% over the past year, which is very close to the Total Return.

This ETF has historically been a good performer, with a Total Return of 34.52% in 2020 and 18.58% in 2023.

However, it's worth noting that the After Tax Post-Liq. return has been lower than the Total Return, at 9.02% in the past year.

Here's a summary of the Total Return for the ETF over different time periods:

The ETF's performance has been affected by market fluctuations, with a Total Return of -8.20% in the past month.