NYSEARCA:IWM

iShares Russell 2000 ETF (IWM)

297.82
-1.09 (0.36%)
as of Jun 26, 2026, 7:53:28 pm Market Open.
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Investor Insights
star iconJun 26, 2026, 12:00 am

This summary was created by AI, based on 4 opinions in the last 12 months.

The iShares Russell 2000 ETF (IWM-N) has garnered positive reviews from experts, primarily due to its performance in the small-cap sector, which is currently outperforming mid- and large-cap segments. As of now, it is up 15% this year, with a growing trend indicating that the small-cap stocks are poised for further gains, especially if interest rates decrease. Many experts note that the ETF serves as a cheap entry point into the market, providing diversification away from heavier investments in large-cap stocks. Additionally, 57% of the stocks within this ETF are trading above their 200-day moving averages, signaling a potential rebound in the sector. However, caution is advised as it carries risks associated with regional banks and companies struggling with debt; nonetheless, it is considered a promising option for those looking to capitalize on a potential shift in market dynamics come December through March.

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Consensus
Positive
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Valuation
Undervalued
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PAST TOP PICK
(A Top Pick Dec 30/12. Up 5.28%.) (A short term seasonal selection.) The best time for the small cap sector is from the beginning of December through until around the 1st week in March. (Chart showed he owned from about $67 to about $83 for a profit of about 24%. Ed.)
PAST TOP PICK
(A Top Pick Dec 30/11. Up 7.25%.) Russell 2000 Index. This trade works from the middle of December right through until the 1st week in March. Technicals gave him Sell signal about 2 weeks ago so he got out.
TOP PICK
The January effect. Has been very profitable for a long period of time. Mid Dec to beginning of March (5.5% returns). Big investors switch from large cap stocks to smaller cap stocks about now. But this year they will be impacted by US$ - will have a negative effect on big international companies. You want to be in the smaller, non-international companies this spring.
PAST TOP PICK
(A Top Pick Dec 10/10. Down 11.32%.) Sold his holdings in the first week of March at a good profit.
TOP PICK
Russell 2000 ETF. Benefits from being a small cap index. Analysts love to hold small cap stocks early in the new year. Extra kicker this year when US will do something special on payroll tax and special write offs. Affects mainly domestic companies so they’ll do very well in 2011. Seasonal strength is Dec 19th to March 7th. Clicked in early this year.
PAST TOP PICK

(Top Short May 12/08. Up 30.85%.) Still a Short.

PAST TOP PICK

(Top Short May 12/09. Down 22.9%.) This was a way to protect his overall portfolio from a potential weakness in the market.

PAST TOP PICK

(Top Short June 25/08. Up 18.84%.) Continuing to be short this one.

TOP PICK
Top Short (A Top Short June 25/08. Up 29%.) This is used as a proxy to short US small caps.
TOP PICK
Top Short Very cautious on the economic outlook in the US, generally the equity markets in Canada and the US. Housing crisis is not yet over and there will be continued de-leveraging across the financial system, which will have a major impact on consumer spending. Will probably maintain this short position for the next 6 months.
PAST TOP PICK

(A Short July 24/06. Up 7.2%.) Got stopped out of his position.

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