Small-Cap Value: The AI Pivot's Overlooked Winner?

July's Russell index reconstitution left small-cap value with the lowest tech exposure of any major Russell index. Expanding manufacturing activity and tight credit conditions suggest a favorable environment for small caps.

Seeking Alpha • Sep 2, 2026

More Signs Of Growth Across AI And Europe

Europe shows tentative signs of improvement, but the recovery remains uneven. AI investment is increasingly influencing U.S. capital spending and trade.

Seeking Alpha • Aug 29, 2026

VBR vs. IWN: Which Small-Cap Value ETF Is the Better Buy?

VBR is significantly cheaper, with a 0.05% expense ratio compared to 0.24% for IWN. IWN offers a broader portfolio, with 1,389 holdings compared to VBR's 840 positions.

The Motley Fool • Aug 12, 2026

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 • Aug 7, 2026

Russell U.S. Indexes Spotlight - Quarterly Report: July 2026

The rotation into small caps and broadening of the US equity rally continued into Q2. Both large-cap and small-cap Value indices trailed their Growth counterparts unlike over the last 2-3 quarters.

Seeking Alpha • Jul 24, 2026

IWN: This Small-Cap Value ETF Offers Greater Returns With A Low-Risk Factor

I initiate coverage of iShares Russell 2000 Value ETF with a buy rating, citing strong cyclical tailwinds and robust fundamentals. IWN outperformed small-cap and growth indices in 2026, benefiting from investor rotation into value and exposure to rate-sensitive sectors like financials and industrials. The ETF offers attractive valuations—forward P/E of 19x, price/book of 1.37—and a lower risk profile versus broader small-cap peers.

Seeking Alpha • Jul 18, 2026

CIO Weekly: SpaceX-Led IPO Boom Forces Governance Into Focus

The $85 billion listing last month of SpaceX, Elon Musk's aerospace, satellite communications and artificial intelligence company, was an important market event. The company's dual-class share structure, conferring disproportionate voting power on its founder, could be expected to serve as a template for the next wave of high-profile IPOs, with OpenAI and Anthropic expected to follow suit in the coming quarters.

Seeking Alpha • Jul 13, 2026

Which Small-Cap Value ETF Is the Better Buy: iShares' IWN or State Street's SLYV?

State Street SPDR S&P 600 Small Cap Value ETF features a lower expense ratio and higher trailing dividend yield than the iShares alternative. iShares Russell 2000 Value ETF manages $14.4 billion in assets under management, making it significantly larger than the State Street fund.

The Motley Fool • Jul 8, 2026

Which iShares Value ETF Is Better, the Small Cap-Focused IWN or IJJ Targeting Mid-Cap Stocks?

The iShares Russell 2000 Value ETF focuses on small-cap value stocks while the iShares S&P Mid-Cap 400 Value ETF targets the mid-cap space. The iShares S&P Mid-Cap 400 Value ETF carries a lower expense ratio of 0.18% and has delivered higher five-year total returns.

The Motley Fool • Jul 4, 2026

ISCV vs. IWN: Which Small-Cap Value ETF Is the Better Buy?

The iShares Morningstar Small-Cap Value ETF (ISCV) carries a lower expense ratio of 0.06% compared to 0.24% for the iShares Russell 2000 Value ETF (IWN). ISCV's 1.88% dividend yield is higher than IWN's 1.45%.

The Motley Fool • Jun 22, 2026