IWN

Factors affecting IWN’s performance include the performance of the Russell 2000 Value Index, market conditions for small-cap value stocks, and changes in economic conditions. The fund’s tracking error and expense ratio also influence performance.

IWN is managed passively by iShares. The fund aims to replicate the performance of the Russell 2000 Value Index by holding a portfolio of stocks that mirrors the index’s composition. This passive management approach involves regular rebalancing to maintain alignment with the index.

Similar ETFs to IWN include VBR (Vanguard Small-Cap Value ETF) and SLYV (SPDR S&P 600 Small Cap Value ETF). These funds also focus on small-cap value stocks but may track different indices or have varying expense ratios and management strategies.

Yes, IWN can be held in retirement accounts such as IRAs or 401(k)s. Its suitability depends on the investor’s long-term strategy and risk tolerance.

IWN has an expense ratio of approximately 0.24%. This fee covers the costs of managing the fund, including administrative and operational expenses.

IWN rebalances its portfolio in response to changes in the Russell 2000 Value Index. When the index undergoes reconstitution or rebalancing, the ETF adjusts its holdings to reflect the new composition of the index.

IWN specifically tracks the Russell 2000 Value Index, which focuses on small-cap value stocks. Other small-cap value ETFs might track different indices, such as the S&P SmallCap 600 Value Index, or have different management strategies and expense ratios. Comparing IWN with other similar ETFs involves examining the underlying index, fees, and performance characteristics.

Key performance metrics for IWN include its net asset value (NAV), expense ratio, total return, and tracking error. NAV indicates the per-share value of the ETF, the expense ratio represents the cost of managing the fund, total return reflects the fund’s performance including dividends, and tracking error measures how closely the ETF’s performance matches the index.

The historical performance of IWN reflects its objective to track the Russell 2000 Value Index. Historical performance data is available through financial platforms and can be used to evaluate how the ETF has tracked the index over different time periods.

Risks associated with IWN include market risk and specific risk related to small-cap value stocks. Small-cap stocks can be more volatile than large-cap stocks, and value stocks might underperform growth stocks during certain market conditions. The ETF’s performance is directly tied to the Russell 2000 Value Index.