IWO

IWO aims to closely track the Russell 2000 Growth 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.

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

IWO is managed passively by iShares. The fund aims to replicate the performance of the Russell 2000 Growth Index by holding a portfolio of stocks that mirrors the index’s composition. The management involves regular rebalancing to ensure the ETF's holdings align with the index.

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

Key performance metrics for IWO 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 IWO reflects its objective to track the Russell 2000 Growth 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.

Yes, IWO 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.

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

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

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