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

Investors can purchase shares of IWN through a brokerage account. It is traded on major stock exchanges under the ticker symbol "IWN," and can be bought and sold like other stocks and ETFs.

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.

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.

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 aims to closely track the Russell 2000 Value Index. Due to its passive management strategy, the ETF typically has a low tracking error, meaning its performance is expected to closely mirror that of the index. However, minor deviations may occur due to factors such as fund expenses and management.

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.

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.

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.