IWN (iShares Russell 2000 Value ETF)
| name | IWN (iShares Russell 2000 Value ETF) |
| type | Stock ETF |
| index | Russell 2000 Value Index |
| mkt cap | Small Cap |
| style | Value |
The fund generally will invest at least 80% of its assets in the component securities of its underlying index and may invest up to 20% of its assets in certain futures,options and swap contracts, cash and cash equivalents, including shares of money market funds advised by BFA or its affiliates, as well as in securities not included in the underlying index, but which BFA believes will help the fund track the underlying index.
| Lifetime Return | Start Date | End Date |
|---|---|---|
| Dates | 7/28/00 | 1/5/26 |
| Close Price | $34.15 | $185.51 |
| Adj. Price | $20.99 | $185.51 |
| # of Years | 25.4 | |
| Lifetime Price Return | 6.90% | |
| Lifetime Total Return | 8.90% | |
| Annual Return | Price Return | Total Return |
|---|---|---|
| Avg Annual Arithmetic Return | 7.40% | 9.50% |
| Geometric CAGR | 5.90% | 7.90% |
| % Positive Years | 72% | 72% |
| Avg Annual Dividend Yield | 2.00% | |
| Rolling Returns | 1-Yr | 3-Yr | 5-Yr | 10-Yr | 15-Yr |
|---|---|---|---|---|---|
| Avg Geometric CAGR-Price | 8.20% | 6.60% | 6.30% | 6.00% | 6.00% |
| Avg Geometric CAGR-Total | 10.30% | 8.70% | 8.40% | 8.10% | 8.10% |
| % Pos. Days-Price Return | 66% | 82% | 83% | 100% | 100% |
| % Pos. Days-Total Return | 69% | 85% | 89% | 100% | 100% |
Last Updated: January 5, 2026