iShares Russell 2000 Value ETF·Financial Services

Designed to provide broad exposure to the Small Cap Value segment of the US equity market, the iShares Russell 2000 Value ETF (IWN) is a passively managed exchange traded fund launched on July 24, 2000.

Allspring Global Investments Holdings LLC decreased its position in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 6.9% during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 219,792 shares of the company's stock after selling 16,329 shares

Bank of America Corp DE lowered its position in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 0.7% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 6,709,138 shares of the company's stock after selling 44,692 shares during the quarter. Bank of

The iShares Morningstar Small-Cap Value ETF (NYSEMKT:ISCV) charges a much lower expense ratio and offers a higher dividend yield than the iShares Russell 2000 Value ETF (NYSEMKT:IWN). IWN delivered a stronger one-year return, but ISCV showed a milder five-year drawdown.

Weighing diversification, sector exposure, and cost, this head-to-head reveals key differences for small-cap value ETF investors.

IWN has delivered a stronger one-year return but carries a higher expense ratio than VBR. VBR is more concentrated in industrials, while IWN leans more heavily into financial services and real estate.
The iShares Russell 2000 Value ETF seeks to track the investment results of an index composed of small-capitalization U.S. equities that exhibit value characteristics.
Financial Services
Asset Management
2000-07-28
1.18
Market Peers





