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HEADLINES:

Micro Caps Can Be Especially Risky In The Russell 2000
Prescient Investment Analysis • Mon, Apr 15 • 4 Comments
Fidelity Increases Commission-Free ETF Count to 66
Ron Rowland • Mon, Mar 18 • 2 Comments
Danger Zone 3/4/2013: Wilmington Small Cap Growth Fund (ARPAX)
David Trainer • Wed, Mar 6
Stocks Remain Vulnerable To More Weakness
Chris Ciovacco • Mon, Feb 25 • 1 Comment
How To Avoid The Worst Style ETFs
David Trainer • Wed, Jan 16 • 3 Comments
Danger Zone: iShares S&P MidCap 400 Growth Index Fund (IJK)
David Trainer • Mon, Dec 31, 2012 • 3 Comments
Value ETFs Have All Of The Momentum That Growth ETF Investors Crave
Gary Gordon • Wed, Dec 19, 2012 • 1 Comment
Growth Vs. Value: Who Won In 2012?
Bill Maurer • Mon, Dec 17, 2012 • 7 Comments
Election Tension
David Fry • Tue, Nov 6, 2012 • 3 Comments
Economically Sensitive Stock ETFs Have Struggled Since The Fed's Mortgage-Backed Bond Initiative
Gary Gordon • Fri, Oct 19, 2012 • 3 Comments
iShares S&P Small-Cap Stock Index ETFs Can Still Rival Vanguard Low-Cost ETFs
MyPlanIQ • Fri, Oct 5, 2012
Which ETFs Performed Best During QE2?
Chris Ciovacco • Thu, Sep 13, 2012 • 6 Comments
Have Stocks Put In 'No-QE' Top?
Chris Ciovacco • Fri, Aug 31, 2012 • 19 Comments
20 Market Laggards With Huge Sales And Earnings Growth
Alan Brochstein • Tue, Aug 14, 2012 • 6 Comments
Key ETFs Above And Below 50-Day Moving Averages
Bespoke Investment Group • Thu, Jul 5, 2012 • 2 Comments
E-Trade All Star ETFs: A Myriad Of Low Cost And Popular Funds For Portfolio Building
MyPlanIQ • Thu, Jun 28, 2012
The Many Hidden Costs Of Active Investing In Small Caps
Kurtis Hemmerling • Thu, Jun 21, 2012 • 2 Comments
Fidelity's Commission-Free ETFs Remain Good For Portfolio Building
MyPlanIQ • Sat, May 19, 2012 • 6 Comments
Playing Defense With Growth
Igor Greenwald • Thu, Apr 5, 2012
Using 'Delta Factor' Analysis For Initial Equities Investments
Lowell Herr • Wed, Apr 4, 2012 • 1 Comment

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Puts Surge in Small-Cap Growth Fund
optionMONSTER • Tue, Jan 11, 2011 • 1 Comment
Commission-Free ETFs Enable Portfolio Building Using Asset Allocation Strategies
MyPlanIQ • Sun, May 16, 2010 • 12 Comments
Under the Hood of Value and Growth ETFs
Michael Johnston • Mon, Dec 14, 2009 • 2 Comments

Micro Caps Can Be Especially Risky In The Russell 2000
Prescient Investment Analysis • Mon, Apr 15 • 4 Comments
Fidelity Increases Commission-Free ETF Count to 66
Ron Rowland • Mon, Mar 18 • 2 Comments
Danger Zone 3/4/2013: Wilmington Small Cap Growth Fund (ARPAX)
David Trainer • Wed, Mar 6
Stocks Remain Vulnerable To More Weakness
Chris Ciovacco • Mon, Feb 25 • 1 Comment
How To Avoid The Worst Style ETFs
David Trainer • Wed, Jan 16 • 3 Comments
Danger Zone: iShares S&P MidCap 400 Growth Index Fund (IJK)
David Trainer • Mon, Dec 31, 2012 • 3 Comments
Value ETFs Have All Of The Momentum That Growth ETF Investors Crave
Gary Gordon • Wed, Dec 19, 2012 • 1 Comment
Growth Vs. Value: Who Won In 2012?
Bill Maurer • Mon, Dec 17, 2012 • 7 Comments
Election Tension
David Fry • Tue, Nov 6, 2012 • 3 Comments
Economically Sensitive Stock ETFs Have Struggled Since The Fed's Mortgage-Backed Bond Initiative
Gary Gordon • Fri, Oct 19, 2012 • 3 Comments
iShares S&P Small-Cap Stock Index ETFs Can Still Rival Vanguard Low-Cost ETFs
MyPlanIQ • Fri, Oct 5, 2012
Which ETFs Performed Best During QE2?
Chris Ciovacco • Thu, Sep 13, 2012 • 6 Comments
Have Stocks Put In 'No-QE' Top?
Chris Ciovacco • Fri, Aug 31, 2012 • 19 Comments
20 Market Laggards With Huge Sales And Earnings Growth
Alan Brochstein • Tue, Aug 14, 2012 • 6 Comments
Key ETFs Above And Below 50-Day Moving Averages
Bespoke Investment Group • Thu, Jul 5, 2012 • 2 Comments
E-Trade All Star ETFs: A Myriad Of Low Cost And Popular Funds For Portfolio Building
MyPlanIQ • Thu, Jun 28, 2012
The Many Hidden Costs Of Active Investing In Small Caps
Kurtis Hemmerling • Thu, Jun 21, 2012 • 2 Comments
Fidelity's Commission-Free ETFs Remain Good For Portfolio Building
MyPlanIQ • Sat, May 19, 2012 • 6 Comments
Playing Defense With Growth
Igor Greenwald • Thu, Apr 5, 2012
Using 'Delta Factor' Analysis For Initial Equities Investments
Lowell Herr • Wed, Apr 4, 2012 • 1 Comment

There are no Transcripts on IWO.

Howard Gold: How to stay in the market’s sweet spot

at MarketWatch.com (Jan 14, 2011)

IWO vs. ETF Alternatives

IWO Description

The iShares Russell 2000 Growth Index Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, the small capitalization growth sector of the U.S. equity market, as represented by the Russell 2000 Growth 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

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

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, 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]
Wednesday, April 3, 10:58 AM Vanguard is reopening its Capital Opportunity Fund to new investors after being closed to new accounts since 2004. The fund's style of growth-stock investing has fallen out of favor with investors more interested in dividend and low-vol strategies. The fund lagged in 2010 and 2011, but beat the S&P last year and thus far this year. Comment!
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
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
Wednesday, September 5, 2012, 7:16 AM Waiting for a rally in small caps as a sign the broader market is ready to break out to new highs? You've gotten it - the Russell 2000 (IWM) is up 6.6% since August 1 vs. SPY +2.2%. Small caps are often viewed as needing to outperform during uptrends to confirm investor appetite to take on risk. 1 Comment [Quick Ideas]
Wednesday, August 29, 2012, 11:43 AM A rally in small-caps could be given further momentum should the Fed - instead of QE - announce a program of incentives to juice bank lending, says RiverFront's Mike Jones. The boosted funding, he argues, might find its way into M&A, rather than plant and equipment. 3 Comments

ltfinger
New Upgrades (4/29/13): $AMBA, $CACI, $CLR, $CM, $CYH, $DE, $DPZ, $ETN, $HCA, $HNT, $IDCC, $IWO, $LAYN, $LPNT, $MDSO, $RGR, $RSG, $SPN, $UCO
Apr 30, 7:22 PM
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ltfinger
Potential Downgrades (4/2/13): $ESV, $EVEP, $FBHS, $GOLD, $HON, $HOS, $IDCC, $IJR, $IJS, $IJT, $IPGP, $IWO, $IYT, $KALU, $KUB
Apr 3, 1:22 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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Windsun33
Sold out of all my ETF's but MOO. Dumped XLF XHB EEM IWO URBN 50% cash now
1/18/12
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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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LATEST REPLIES

Youngone91
pretty obvious why the fed didn't start qe3 earlier this year now... just like the japanese at IWO they're saving their bullets for when
12/8/11
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Youngone91: the bears have filled up the beach(street)
12/8/11
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IWO iShares Russell 2000 Growth Index ETF

IWO

iShares Russell 2000 Growth Index ETF