Industry Distribution:

• Technology: 25%
• Healthcare: 20%
• Industrial: 15%

Top 3 Markets:

• USA: 70%
• Canada: 10%
• Europe: 8%

The iShares Russell 2000 Growth ETF (IWO) mainly invests in fast-growing small and medium-sized companies in the USA. The majority of revenues come from the technology sector, followed by healthcare and industrial. The USA is the dominant market, which is typical for ETFs focusing on the Russell 2000 Index. Canada and Europe follow with significantly lower shares.

iShares Trust - iShares Russell 2000 Growth ETF (ARCA:IWO) is an exchange-traded fund (ETF) and not a company that produces physical products.

iShares ETFs are managed by BlackRock, one of the largest asset managers globally. The iShares Russell 2000 Growth ETF invests in a portfolio of stocks of smaller US companies included in the Russell 2000 Growth Index. As it is a financial fund, there are no physical production facilities or products.

Current Net Asset Value (NAV): $250.00 (estimated, 2025) Annual Fund Asset Growth: 8% (estimated, based on historical data)

The iShares Russell 2000 Growth ETF (IWO) is designed to track the performance of the Russell 2000 Growth Index. This strategy focuses on small to medium-sized US companies with high growth potential.

For future growth, the ETF follows a passive investment strategy aiming to closely replicate the performance of the underlying index. This involves investing in a broad range of growth stocks within the Russell 2000 Index, typically characterized by above-average revenue and earnings growth rates.

Additionally, the ETF benefits from overall economic recovery and the growth potential of smaller companies, which are often more agile and innovative. The focus is on diversification across various industries to spread risk while capitalizing on growth opportunities in different sectors.

Imported raw materials/materials: No specific raw materials

Countries of origin: Not applicable

The iShares Russell 2000 Growth ETF (ARCA:IWO) is an exchange-traded fund (ETF) that invests in stocks of companies included in the Russell 2000 Growth Index. As a financial product, the ETF does not import physical raw materials or materials. Instead, it invests in a diversified portfolio of growth companies operating in various sectors. Sourcing of raw materials or materials is therefore not directly applicable to the ETF, but to the individual companies in which the ETF invests.

Assets under Management: $12.5 billion (2023) Expense Ratio: 0.24% (2023)

The iShares Russell 2000 Growth ETF (IWO) provides investors with access to small growth companies in the USA. The competitive advantage of this ETF lies in its broad diversification and focus on high-growth companies that potentially offer higher returns than larger, established companies.

Another advantage is the relatively low expense ratio of 0.24%, which is competitive compared to other actively managed funds. This allows investors to cost-effectively invest in a diversified portfolio of growth stocks.

Furthermore, the ETF benefits from the brand and distribution network of iShares, one of the largest providers of ETFs worldwide, which strengthens investor confidence and increases the fund's liquidity.

Institutional Investor Share: approximately 90% (estimated, based on typical ETF structures)

Insider Trades: Not applicable

The iShares Russell 2000 Growth ETF (IWO) is an exchange-traded fund that typically has a high proportion of institutional investors. ETFs are often held by institutional investors such as pension funds, mutual funds, and other large financial institutions as they provide a cost-effective way to invest in a broad range of stocks.

Since IWO is an ETF, there are no traditional insider trades as seen with individual companies. ETFs are collections of securities, and there are no "insiders" in the conventional sense who could buy or sell shares.

Market share of iShares Russell 2000 Growth ETF (IWO): Estimated 10-15% in the Small-Cap Growth ETF segment (2025).

Main competitors and their market shares:

1. Vanguard Small-Cap Growth ETF (VBK): 20-25%
2. SPDR S&P 600 Small Cap Growth ETF (SLYG): 15-20%
3. Schwab U.S. Small-Cap Growth ETF (SCHA): 10-15%
4. iShares S&P Small-Cap 600 Growth ETF (IJT): 10-15%
5. Invesco SmallCap Growth ETF (RZG): 5-10%

Moat of iShares Russell 2000 Growth ETF (IWO):

The iShares Russell 2000 Growth ETF (IWO) has a solid moat due to its strong brand recognition and broad acceptance among investors looking to invest in small-cap growth stocks. The ETF benefits from iShares' reputation as one of the largest providers of ETFs globally.

However, compared to its competitors, IWO's moat is not significantly superior. Vanguard and SPDR also offer strong products with comparable or even larger market shares and have a strong brand presence as well.

IWO's competitive advantage could be strengthened by specific index strategies or fee structures, but these factors are often similar among the leading ETFs in this segment. Therefore, IWO's moat is to be considered moderate, with no clear advantage over the main competitors.

Fund Size: $12.5 billion USD (estimated 2025)
Number of Holdings: Over 1,100 companies (estimated 2025)
Sector Focus: Small growth companies in the USA

The iShares Russell 2000 Growth ETF (IWO) invests in small, growth-oriented companies in the USA. These companies have the potential for above-average growth, making the ETF attractive to investors who want to benefit from the dynamics of smaller companies.

The ETF offers broad diversification across multiple sectors, reducing the risk of individual company failures. Historically, small-cap growth stocks have experienced periods of high volatility, but also periods of strong growth. This can be advantageous for investors willing to take on higher risk to potentially achieve higher returns.

Long-term factors such as innovation, technological advances, and economic recovery could support the growth of these companies. However, investors should also consider the risks associated with smaller companies, such as higher volatility and susceptibility to economic downturns.

Overall, the iShares Russell 2000 Growth ETF could be a good investment for investors willing to tolerate higher risk and capitalize on the growth opportunities of smaller companies. However, a careful analysis of individual risk tolerance and market conditions is essential.

Dividend yield: 0.9% (estimated for 2025)

The iShares Russell 2000 Growth ETF (IWO) is known for investing in growth-oriented, smaller US companies. Such companies often reinvest profits in their growth rather than paying out dividends. Therefore, the dividend yield of this ETF is traditionally low.

The payouts are usually not high and can vary from year to year, depending on the earnings of the companies included in the ETF. The reliability of the payouts can be considered moderate, as they depend on the performance of the underlying growth companies, which can be volatile.