IWO - ETF AI Analysis
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iShares Russell 2000 Growth ETF (IWO)
IWO, the iShares Russell 2000 Growth ETF, has a solid overall rating driven mainly by strong, profitable growth names like InterDigital and FirstCash, which show robust financial performance, positive business developments, and supportive technical trends. The fund’s score is held back somewhat by weaker holdings such as Twist Bioscience, where ongoing profitability and cash flow challenges and a bearish technical picture add risk. A key risk factor for IWO is its focus on smaller growth companies, some with high leverage, overbought technical signals, or negative earnings, which can make the ETF more volatile than broad market funds.
IWO vs. SPDR S&P 500 ETF (SPY)
- AUM
- 13.94B
- Region
- North America
- Expense Ratio
- 0.24%
- Beta
- 1.19
- Issuer
- iShares
- Inception Date
- Jul 24, 2000
- Dividend Yield
- 0.48%
- Asset Class
- Equity
- Index Tracked
- Russell 2000 Growth Benchmark
IWO Summary
IWO is the iShares Russell 2000 Growth ETF, which follows the Russell 2000 Growth Index, a group of smaller U.S. companies expected to grow faster than average. It mainly holds health care and technology stocks, including names like JFrog and 10x Genomics, along with other innovative businesses. Investors might consider IWO if they want growth potential and diversification across many small, fast-growing companies instead of picking individual stocks. However, small-cap growth stocks can be very volatile, so the value of this ETF can go up and down sharply with the market.
How much will it cost me?
This ETF has an expense ratio of 0.24%, which means you’ll pay about $2.40 per year for every $1,000 invested. That cost is a bit higher than the cheapest broad index ETFs, mainly because it focuses on a more specialized small-cap growth index rather than a simple large-cap market benchmark.
What would affect this ETF?
IWO could benefit if the U.S. economy stays healthy, interest rates stabilize or fall, and demand grows for innovative health care and technology companies, since these sectors make up a large part of the fund’s small-cap holdings. On the downside, higher interest rates, a slowdown in U.S. growth, or tighter regulations on biotech, medical, and tech firms could hurt these smaller, growth-focused companies and make the ETF more volatile.
IWO Top 10 Holdings
IWO is leaning hard into U.S. small-cap growth, with health care and tech names setting the tone. Glaukos and Protagonist Therapeutics have been rising steadily, giving the fund a healthy heartbeat, while 10x Genomics and Twist Bioscience add more high-octane biotech exposure with mixed but generally improving momentum. On the tech side, JFrog has been quietly climbing, helping offset lagging names like Moog, which has lost some steam recently. Overall, the ETF is a U.S.-centric bet on innovative, fast-growing small caps, with a clear tilt toward medical and tech disruptors.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 GKOS | Glaukos | 0.94% | $129.38M | $14.07B | 170.93% | 61Neutral |
 BTSG | BrightSpring Health Services, Inc. | 0.76% | $104.80M | $13.24B | 100.48% | 67Neutral |
 FROG | JFrog | 0.63% | $87.38M | $11.64B | 79.25% | 73Outperform |
 TWST | Twist Bioscience | 0.58% | $80.35M | $10.06B | 292.34% | 43Neutral |
 MOG.A | Moog | 0.70% | $96.16M | $11.10B | 74.10% | 73Outperform |
 EAT | Brinker International | 0.63% | $86.47M | $8.81B | 94.96% | 70Neutral |
 RHP | Ryman | 0.62% | $86.17M | $9.09B | 55.22% | 66Neutral |
 PTGX | Protagonist Therapeutics | 0.59% | $80.78M | $9.37B | 77.27% | 68Neutral |
 TGTX | TG Therapeutics | 0.59% | $82.10M | $9.36B | 72.37% | 65Neutral |
 KRYS | Krystal Biotech | 0.53% | $72.83M | $9.84B | 49.82% | 80Outperform |
IWO Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IWO, the sentiment is Negative. The current price of 348.80 is below the 20-day moving average (MA) of 350.61, below the 50-day MA of 361.35, and below the 200-day MA of 358.22, indicating a bearish trend. The MACD of -2.46 indicates Negative momentum. The RSI at 44.58 is Neutral, neither overbought nor oversold. The STOCH value of 57.06 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IWO.
IWO Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| IWO | $348.80 | $372.00(6.65% Upside) | $13.94B | 0.24% | 62Neutral |
 IJR | $141.48 | $169.67(19.93% Upside) | $105.63B | 0.06% | 65Neutral |
 VB | $291.80 | $367.95(26.10% Upside) | $78.71B | 0.03% | 66Neutral |
 IWM | $279.14 | $373.63(33.85% Upside) | $75.49B | 0.19% | 63Neutral |
 VBK | $329.06 | $455.35(38.38% Upside) | $22.49B | 0.05% | 65Neutral |
 VTWG | $254.47 | $378.39(48.70% Upside) | $1.41B | 0.06% | 61Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| IWO | iShares Russell 2000 Growth ETF | 348.80 | 29.17 | 9.13% | |
| IJR | iShares Core S&P Small Cap ETF | 141.48 | 26.37 | 22.91% | |
| VB | Vanguard Small-Cap ETF | 291.80 | 43.98 | 17.75% | |
| IWM | iShares Russell 2000 ETF | 279.14 | 40.37 | 16.91% | |
| VBK | Vanguard Small-Cap Growth ETF | 329.06 | 33.40 | 11.30% | |
| VTWG | Vanguard Russell 2000 Growth ETF | 254.47 | 21.48 | 9.22% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.