iShares Russell 2000 Value ETF: A Comprehensive Overview

Introduction

The iShares Russell 2000 Value ETF (IWN) offers investors exposure to small-cap and value-oriented companies within the United States. This ETF actively tracks the Russell 2000 Value Index, an index that represents the bottom 20% of the Russell 2000 Index by market capitalization and further screens for value characteristics.

Investment Strategy

IWN's investment strategy targets companies with the following characteristics:

• Market capitalization: $100 million to $10 billion
• Value stocks: Companies with low price-to-book (P/B) ratios, low price-to-earnings (P/E) ratios, and high dividend yields

Key Features

• Ticker symbol: IWN
• Expense ratio: 0.18%
• Dividend yield: 3.82% (as of June 2023)
• Number of holdings: 634

Performance and Returns

IWN has delivered strong historical performance:

• 1-year return: 12.24%
• 3-year return: 20.54%
• 5-year return: 18.64%
• 10-year return: 14.32%

Sector Allocation

As of June 2023, IWN's sector allocation is:

Top Holdings

The top holdings in IWN as of June 2023 are:

Pros and Cons

Pros:

• Exposure to small-cap and value-oriented companies
• Strong historical performance
• Low expense ratio
• Diversified portfolio

Cons:

• May experience higher volatility than larger companies
• Value stocks may underperform in certain market conditions

FAQs

1. What is the investment strategy of IWN?
   IWN tracks the Russell 2000 Value Index, which targets small-cap and value-oriented companies.

2. What is the expense ratio of IWN?
   The expense ratio is 0.18%.

3. What is the dividend yield of IWN?
   The dividend yield is 3.82% (as of June 2023).

4. What are the risks associated with investing in IWN?
   IWN may experience higher volatility than larger companies, and value stocks may underperform in certain market conditions.

5. How can I invest in IWN?
   IWN can be purchased through most brokerage firms.

   

6. What is the minimum investment required for IWN?
   The minimum investment will vary depending on the brokerage firm used.

7. Is IWN a good long-term investment?
   IWN has historically performed well over the long term, but all investments carry some risk.

8. How often does IWN pay dividends?
   IWN pays dividends quarterly.