Should iShares Russell 2000 Value ETF (IWN) Be on Your Investing Radar?

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

Zacks Investment Research • Nov 25, 2025

IWN: Fed Rate Cuts In Play, Small-Cap Value May Benefit

I have a buy rating on iShares Russell 2000 Value ETF, expecting small-cap value to outperform as Fed rate cuts loom this September. IWN offers attractive valuation, solid momentum, and a dividend yield above the S&P 500, with high liquidity and tradability. Small-cap value stocks, including IWN, are sensitive to interest rates, making the upcoming Fed decision pivotal for performance.

Seeking Alpha • Sep 10, 2025

IWN: Value Is Good, But The Size Factor Introduces Risks

IWN offers diversified small-cap value exposure with attractive valuations, but faces heightened risk due to current macroeconomic headwinds and market psychology. Despite defensive value positioning, IWN's small-cap bias increases downside risk, making it likely to underperform large-cap growth peers in both bullish and bearish markets in the short run. Recent economic data—slowing GDP growth, softening labor market, and persistent inflation—suggest a challenging outlook for small-cap value stocks.

Seeking Alpha • Jun 26, 2025

IWN: Not A Tremendous Value, But Decent Enough 2025 Prospects

The Russell 2000 Value ETF has significantly underperformed the S&P 500 and other major indexes in recent years. The Russell 2000 Value ETF has a somewhat lower price/book ratio, higher dividend yield, and smaller market cap compared to the overall Russell 2000. However, the difference in portfolio constitution is rather modest, reducing IWN's appeal.

Seeking Alpha • Dec 25, 2024

IWN: This ETF Doesn't Deliver The Smallcap Value Premium

The iShares Russell 2000 Value ETF fails to accurately capture the small-cap value premium due to outdated and mixed value-growth factors. The ETF's methodology dilutes the value premium by including growth stocks and assigning them weight in the value index. The lack of a profitability filter increases risk, as many small-cap stocks in the ETF are unprofitable and high-risk.

Seeking Alpha • Sep 7, 2024

Finding the Right Small-Cap ETF for Different Outcomes

It's midsummer, and U.S. small-caps have finally showed up in a big way. You could say it's been a long time coming.

ETF Trends • Jul 19, 2024

IWN: Valuation Not Attractive

iShares Russell 2000 Value ETF owns small-cap value stocks with lower growth potential than broader small-cap space. IWN's portfolio of small-cap stocks is less established, leading to higher volatility, especially during economic turmoil. Successful small-cap stocks in IWN's portfolio will soon graduate to mid-cap or large-cap, causing underperformance compared to mid-cap and large-cap peer funds.

Seeking Alpha • Jul 2, 2024

IWN: Appealing Valuation, Underwhelming Performance

iShares Russell 2000 Value ETF combines size and value, two factors of the Fama-French model, and is focused on financials. The IWN ETF has been lagging the Russell 2000 index for 10 years, and it has lagged other small-cap value funds for 2 years. Actively managed funds DFSV and AVUV may be more attractive options for investors.

Seeking Alpha • Apr 10, 2024

What To Buy After You Sell The Russell 2000

Despite the case for small caps, it is recommended to sell the Russell 2000 and related ETFs due to negative alpha and seasonal factors.

Seeking Alpha • Apr 3, 2024

Bull vs Bear: Is It Time for Value ETFs to Rotate Into Favor?

Bull vs. Bear is a weekly feature where the VettaFi writers' room takes opposite sides to debate controversial stocks, strategies, or market ideas — with plenty of discussion of ETF ideas to play either angle. For this edition of Bull vs.

ETF Trends • Mar 6, 2024