NYSEARCA:IWM

iShares Russell 2000 ETF (IWM)

291.17
-0.92 (0.31%)
as of Jul 24, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 25, 2026, 12:00 am

This summary was created by AI, based on 5 opinions in the last 12 months.

The iShares Russell 2000 ETF (IWM-N) has garnered attention from experts for its performance and potential in the small-cap sector. It has been recognized as a top pick, showing a notable 17% increase within a short timeframe, largely attributed to strong momentum in small-cap stocks compared to mid- and large-caps. Despite its sensitivity to interest rates and the absence of a downward trend in rates, analysts are optimistic, citing a broadening market rally and encouraging technical indicators with a significant percentage of stocks above their 200-day moving average. The ETF is considered cheap relative to the overall market and offers a diversification advantage, appealing to investors seeking exposure to small-cap stocks that historically outperform larger counterparts. With the potential for interest rate cuts, small-cap companies are viewed as poised for significant gains, further enhancing their attractiveness in the current economic climate.

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Consensus
Positive
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Valuation
Undervalued
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TOP PICK

December through March period of seasonal strength on the Russell 2000. Hedge fund managers will take on additional risk at the beginning of the year. Return over past 20 years is 4% to March 4th.

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.

Showing 61 to 72 of 72 entries