IWN
+18.17 · +10.46%
$191.97 · NYSE ARCA

iShares Russell 2000 Value ETF (IWN) ETF Analysis | Small Value

iShares · United States
AUM:$13.1B
#– of – in Small Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 25.9% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.24% — competitive for the exposure provided.

What is IWN?

The fund generally will invest at least 80% of its assets in the component securities of its underlying index and may invest up to 20% of its assets in certain futures,options and swap contracts, cash and cash equivalents, including shares of money market funds advised by BFA or its affiliates, as well as in securities not included in the underlying index, but which BFA believes will help the fund track the underlying index.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
IWN delivered 25.9% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.24% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 6.2% of the ETF — exposure spread across many positions.
ETF Information
AUM$13.1B
Expense Ratio0.24%
Dividend Yield1.59%
Holdings1,385
Inception DateJul 2000
DomicileUnited States
DistributionNA
Index–
ProvideriShares
Beta1.18
CategorySmall Value
CurrencyUSD
Portfolio Impact

How would IWN affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+13.3%
1Y
+29.9%
3Y
+63.2%
5Y
+48.6%
OpenBook InsightIf you had invested £10,000 in IWN 5 years ago, it would have grown to £14,859 — a gain of £4,859.

Annual Returns

Calendar year performance

IWN delivered positive returns in 4 of the last 5 calendar years.
YearIWN
2026 YTD+22.4%
2025+12.6%
2024+8.0%
2023+14.9%
2022-15.8%
CAGR 4yr+4.1%
4/5 positive yearsAvg return: +8.4%Worst year: -15.8% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
10.3%
Low
Momentum
+1.0%
30-day change
Support Level
223.14
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.