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Imbalances That Could Derail The Stock Market Rally
Larry Trefz • Wed, May 15 • 15 Comments
Dividend Cuts: The Pin That Could Pop The Stock Market Bubble
Larry Trefz • Fri, May 3 • 11 Comments
Food Stamps: The Most Accurate Economic Indicator
Larry Trefz • Thu, Apr 25 • 18 Comments
Deflation Coming For Stocks (And Dividend Stocks) Too?
Larry Trefz • Thu, Apr 18 • 22 Comments
Micro Caps Can Be Especially Risky In The Russell 2000
Prescient Investment Analysis • Mon, Apr 15 • 4 Comments
Small Value's Best Bargain
Morningstar • Sun, Apr 14 • 1 Comment
How Well Did The Beginner's Portfolio Perform?
Lowell Herr • Mon, Apr 8
Beginner's Portfolio: Using Optimization And Momentum Tools With A 10 ETF Portfolio
Lowell Herr • Sun, Apr 7 • 5 Comments
Fed To The Bank Of Japan: The Great Central Bank Easing Rotation
Larry Trefz • Thu, Apr 4 • 3 Comments
These Many Indicators Point To A Correction For U.S. Stocks
Larry Trefz • Wed, Apr 3 • 2 Comments
Optimizing The "Ivy 20" Portfolio
Lowell Herr • Mon, Mar 18 • 9 Comments
Fidelity Increases Commission-Free ETF Count to 66
Ron Rowland • Mon, Mar 18 • 2 Comments
Declining Volume Signaling A Trend Reversal For Stocks?
Larry Trefz • Fri, Mar 15 • 3 Comments
Understanding The Fed, The Super Bubble And Your Money
Larry Trefz • Thu, Mar 14 • 20 Comments
Do Fundamental Index ETFs Have A Place In Our Portfolios?
Lowell Herr • Tue, Mar 12 • 7 Comments
Best And Worst ETFs And Mutual Funds: Small-Cap Value Style
David Trainer • Mon, Mar 11
What Billionaires Say And Do About The Stock Market Rally
Larry Trefz • Fri, Mar 8 • 11 Comments
Indicators Show Dumb Money Buying Stock Rally While Others Take Profits
Larry Trefz • Thu, Mar 7 • 38 Comments
Is The Dow Doing A Blow-Off Top?
Larry Trefz • Tue, Mar 5 • 11 Comments
America Divided: Inflation Felt By Many While Bernanke Fights Deflation
Larry Trefz • Tue, Mar 5 • 7 Comments

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Commission-Free ETFs Enable Portfolio Building Using Asset Allocation Strategies
MyPlanIQ • Sun, May 16, 2010 • 12 Comments
Choosing a Small Cap Value ETF
George Spritzer • Thu, Mar 11, 2010 • 2 Comments
ETF Spotlight: iShares Russell 2000 Value Index
Tom Lydon • Thu, Feb 18, 2010
Under the Hood of Value and Growth ETFs
Michael Johnston • Mon, Dec 14, 2009 • 2 Comments
Small Caps Would Reap from Year-End Rally
Keith Lenger • Wed, Nov 21, 2007 • 1 Comment
A Strategy for Earnings Season Fears
Marc Gerstein • Tue, Oct 3, 2006

Imbalances That Could Derail The Stock Market Rally
Larry Trefz • Wed, May 15 • 15 Comments
Dividend Cuts: The Pin That Could Pop The Stock Market Bubble
Larry Trefz • Fri, May 3 • 11 Comments
Food Stamps: The Most Accurate Economic Indicator
Larry Trefz • Thu, Apr 25 • 18 Comments
Deflation Coming For Stocks (And Dividend Stocks) Too?
Larry Trefz • Thu, Apr 18 • 22 Comments
Micro Caps Can Be Especially Risky In The Russell 2000
Prescient Investment Analysis • Mon, Apr 15 • 4 Comments
Small Value's Best Bargain
Morningstar • Sun, Apr 14 • 1 Comment
How Well Did The Beginner's Portfolio Perform?
Lowell Herr • Mon, Apr 8
Beginner's Portfolio: Using Optimization And Momentum Tools With A 10 ETF Portfolio
Lowell Herr • Sun, Apr 7 • 5 Comments
Fed To The Bank Of Japan: The Great Central Bank Easing Rotation
Larry Trefz • Thu, Apr 4 • 3 Comments
These Many Indicators Point To A Correction For U.S. Stocks
Larry Trefz • Wed, Apr 3 • 2 Comments
Optimizing The "Ivy 20" Portfolio
Lowell Herr • Mon, Mar 18 • 9 Comments
Fidelity Increases Commission-Free ETF Count to 66
Ron Rowland • Mon, Mar 18 • 2 Comments
Declining Volume Signaling A Trend Reversal For Stocks?
Larry Trefz • Fri, Mar 15 • 3 Comments
Understanding The Fed, The Super Bubble And Your Money
Larry Trefz • Thu, Mar 14 • 20 Comments
Do Fundamental Index ETFs Have A Place In Our Portfolios?
Lowell Herr • Tue, Mar 12 • 7 Comments
Best And Worst ETFs And Mutual Funds: Small-Cap Value Style
David Trainer • Mon, Mar 11
What Billionaires Say And Do About The Stock Market Rally
Larry Trefz • Fri, Mar 8 • 11 Comments
Indicators Show Dumb Money Buying Stock Rally While Others Take Profits
Larry Trefz • Thu, Mar 7 • 38 Comments
Is The Dow Doing A Blow-Off Top?
Larry Trefz • Tue, Mar 5 • 11 Comments
America Divided: Inflation Felt By Many While Bernanke Fights Deflation
Larry Trefz • Tue, Mar 5 • 7 Comments

There are no Transcripts on IWN.

2013 could be lucky for U.S. stock funds, ETFs

at MarketWatch.com (Jan 2, 2013)
Mark Hulbert: Bet on Oracle over J.P. Morgan Chase

at MarketWatch.com (Jun 20, 2012)
Your First Move For Thursday December 22nd

at CNBC.com (Dec 21, 2011)
Small Caps Have Seasonality In Their Favor?

at CNBC.com (Oct 25, 2011)
Mark Hulbert: Small-cap and value stocks hate October

at MarketWatch.com (Oct 3, 2011)

IWN vs. ETF Alternatives

IWN Description

The iShares Russell 2000 Value Index Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the small capitalization value sector of the U.S. equity market, as represented by the Russell 2000 Value Index. The index represents approximately 50% of the Russell 2000 Index.
See more details on sponsor's website

Country: United States

Key Info

In Your Portfolio: US Growth and Value ETFs, Core Building Blocks: A Guide to ETFs That Divide the U.S. Stock Market by Market Cap
Asset Class Performance: Growth vs. Value

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| Earnings
| Dividends
| M&A
| On the move

Monday, May 20, 3:11 PM The Russell 2000 (IWM) cracked 1,000 for the first time this morning, but the small cap sector is far from over-loved by the fund managers who invest in it, according to Credit Suisse's Lori Calvasina - they ended Q1 with cash holdings at a near 10-year high. Indexing (IJR, IWO, IWN XSLV are some others) beats most active management, but Calvasina screened for stocks owned by fewer than 50 small-cap funds with $500M-$1.5B market cap, and with favorable investment ratings. No surprise the answer is heavy on mREITs - MTGE, AMTG, PMT. Also coming up: OMX and WFR. Comment!
Thursday, May 9, 3:24 PM "Our enthusiasm is clearly a notch below where we were at the beginning of the year," write Credit Suisse analysts, starting to see a bit of froth creep into small caps. At 16.4x earnings, the Russell 2000 (IWM) "has admittedly lost its valuation appeal." For now, they're buyers on dips, but should the index near the 1,000 level, valuation pressure will really start to be felt. 3 Comments
Friday, April 26, 9:26 AM Small-caps have a fan in Goldman Sachs which is out with a report today forecasting a 14% gain in the Russell 2000 (IWM) over the next 12 months vs. just 6% for the S&P 500 (SPY). The S&P is outperforming YTD by about 50 bps. 2 Comments
Monday, April 15, 5:28 PM Vanguard adjusts fees on 3 ETFs, including the Total Stock Market ETF (VTI), where strong inflows allows the expense ratio to fall to 0.05% vs. 0.21% at TMW and 0.20% at IYY. VBR is cut to 0.20% vs. competitors SLYV and IWN at 0.25%. VOE is hiked to 0.12%, but remains below IJJ, IWS and MDYV which charge 0.25% each. Comment!
Monday, April 15, 12:38 PM The S&P (SPY) and Dow (DIA) have continued to notch record highs, but small caps (IWM -3%) - which led the way higher for much of the year - rolled over a few weeks ago and are falling especially sharply today. Technicians fret. 1 Comment
Sunday, April 14, 8:25 AM The reconstitution of the Russell indexes coming up in June, Credit Suisse aims to anticipate who's in and who's out. The rules-based approach of the Russell 2000 has allowed arbitragers to profit each summer by front-running the moves, making the Russell 2000 ETF (IWM) a poorer play for small cap fans than IJR . Expected among the top 25 adds are ARCP, SRPT, PBYI, ACAD, and WSTC. Among the top 25 deletes: CPST, FCEL, CHKE, OMER, and EML. Comment! [Quick Ideas]
Tuesday, March 26, 1:27 PM Small-cap stocks are set to outperform, according to Goldman research showing the IWM outperforms the SPY by an annualized 8.1% in quarters following a steep drop in the VIX. The "acute" decline in the VIX YTD "provides a tailwind to small-cap performance in 2Q13." A must-read for small cap index fans is SA author Ploutos' piece suggesting IJR is your best bet. 3 Comments [Quick Ideas]
Friday, March 22, 12:29 PM Lagging the solid rise in stocks today are small caps, the Russell 2000 (IWM) up 0.1% while the S&P 500 and Nasdaq post better than 0.5% gains. Thus far in 2013, IWM is about level with the S&P, but is about 300 bps better on a Y/Y basis. IJR - maybe better for small cap fans - has outperformed both. Comment!
Monday, March 18, 4:57 AM Ron Rowland offers additional highlights on the recently expanded lineup of commission-free ETFs over at Fidelity including the following caveat: Funds not held for 30 days by retail investors or 60 days by RIAs using Fidelity as a custodian will be subject to a $7.95 per-trade commission. Some RIAs have complained that the longer holding period directed at them is unfair. Rowland spells out the full list of affected ETFs here. Comment!
Tuesday, February 19, 9:10 AM Owners of the Russell 2000 ETF (IWM) may be able to declare arbitragers as dependents on their tax returns. Sharp traders have been gaming the rules-based rebalancing of the popular small-cap index for sweet profits each summer. Small-cap fans should instead take a look at IJR - it's performed better thanks to inclusion rules that may make more sense and are less likely to be arbitraged. Comment! [Quick Ideas]
Monday, January 7, 12:47 PM With U.S. small caps "picked over," some managers are looking overseas for ideas. International valuations are at 13X earnings and dividend yields of 3% vs. domestic at 15X and 2%, according to Mark Bogar, whose firm is allocating 57% of it small cap exposure to foreign holdings, a big jump from a year ago. 1 Comment
Tuesday, January 1, 12:00 PM Growth and value ETFs ran neck-to-neck in 2012. Key growth ETFs include IWZ, IWF, JKE, JKH, JKK, MDYG, SLYG and SPYG. Key value ETFs include IWW, EFV, IWS, IWN IWD, JKL, JKI, JKF, MDYV, SLYV, and SPYV. Comment! [Quick Ideas]
Friday, December 21, 2012, 12:33 PM The technicians might find it interesting that the Russell 2000 is back at a "resistance level" it's touched and failed at a number of times going all the way back to 2007. Better luck this time? IWM -1.2%. 2 Comments
Thursday, December 6, 2012, 3:46 PM John Bogle's never bought the idea that small caps outperform large caps over time, but his assertion is based on the removal from the 20th century a decade of particular small cap outperformance starting in 1973. Without it, he says, large caps have actually done better. Is this fair? What if we remove a decade of large cap dominance? In 2012, microcaps (IWC) have gained 15%, vs. 11.6% for the Russel 2000 (IWM), and 13.6% for the SPY. 2 Comments
Wednesday, November 14, 2012, 11:16 AM Moving mostly in line with the S&P in the selloff since the Fed's mid-September QE∞ announcement, the Russell 2000 (IWM) begins to more sharply underperform over the past session and a half. The Russell's relative strength 2 months ago may have signalled a top. Could its weakness now be the start of a bottom forming? 1 Comment
Wednesday, September 19, 2012, 8:56 AM The Russell 2000 ETF (IWM) has broken out to an all-time high while the Dow and S&P remain a few percentage points shy of theirs, notes John Spence. Not only have small caps shown relative strength of late, but sizable inflows into their ETFs (IWM AUM +4.5% just yesterday) also suggest a greater appetite for risk-taking among investors. 3 Comments

ltfinger
New Upgrades (4/30/13): $AAPL, $ACIW, $ADSK, $AMG, $BEN, $BNS, $CGNX, $DB, $DORM, $EXH, $FDS, $HOS, $HTWR, $IRF, $IWN, $JKHY, $KMX
May 1, 10:17 AM
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ltfinger
Potential Downgrades (4/1/13): $FET, $FSTR, $GD, $GLF, $GWRE, $HAYN, $HME, $HUB.B, $IBKC, $ICUI, $IWM, $IWN, $JLL, $MPC, $MRC, $MWE, $MYRG
Apr 2, 1:17 AM
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Jacob Wolinsky
Charles Royce Looks Back at 2011, a Year of Correlation, Capitulation, and Consternation http://bit.ly/wKjSPu $IWM $ERO IWN $IWO
2/1/12
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Jacob Wolinsky
Royce Funds: Africa: Opportunities and Challenges in a Growing Economy http://bit.ly/A8mPWW $AFK $IWM $IWO $IWN $GAF
1/23/12
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Jacob Wolinsky
Exclusive Interview with Mark Foster, CIO of KM & Co. http://bit.ly/wnaM4A $ KMVAX $ROSE $DLTR $COH $SPY $VTI $IWM $IWO $IWN DISCA ASCMA
1/23/12
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Jacob Wolinsky
#Royce Flagship Fund Down 4.2% for 2011, Matches Benchmark http://bit.ly/AeFtLA $PENNX $IWM $IWO $IWN
1/20/12
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Jacob Wolinsky
Charlie Dreifus Reveals His Secret Sauce for Royce's Special Equity Funds http://bit.ly/x0BTFZ $RSEMX $IWN $IWM $IWO
1/17/12
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Jacob Wolinsky
Chuck Royce: Small-Caps in a Low-Growth Environment [VIDEO] http://bit.ly/y6TOVE $IWM $IWN $IWO
1/12/12
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Jacob Wolinsky
Chuck Royce - Investing for the Next Decade: Quality http://stks.co/1rBK $IWN $IWO $IWM
1/10/12
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Jacob Wolinsky
Chuck Royce Discusses Small-Cap's Underperformance in 2011 http://bit.ly/AgdvFw $IWM $IWN $IWO
1/8/12
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