Rate cut hopes and investor rotation beyond tech are fueling renewed momentum in small-cap stocks, with the Russell 2000 surging in August.
IWM is gaining momentum as rate-cut hopes, attractive valuations and rising small-business optimism fuel renewed interest in small-cap ETFs.
IWM could get a lift from easing inflation, possible Fed rate cuts, rising small-business optimism, and decent earnings forecasts.
![]() IWM 11 months ago Paid | Quarterly | $0.75 Per Share |
![]() IWM 11 Jun 2024 Paid | Quarterly | $0.56 Per Share |
![]() IWM 21 Mar 2024 Paid | Quarterly | $0.52 Per Share |
![]() IWM 20 Dec 2023 Paid | Quarterly | $0.73 Per Share |
![]() IWM 26 Sep 2023 Paid | Quarterly | $0.83 Per Share |
![]() IWM 11 months ago Paid | Quarterly | $0.75 Per Share |
![]() IWM 11 Jun 2024 Paid | Quarterly | $0.56 Per Share |
![]() IWM 21 Mar 2024 Paid | Quarterly | $0.52 Per Share |
![]() IWM 20 Dec 2023 Paid | Quarterly | $0.73 Per Share |
![]() IWM 26 Sep 2023 Paid | Quarterly | $0.83 Per Share |
ARCA Exchange | US Country |
The described company is a financial investment fund that primarily focuses on replicating the performance of its underlying index through strategic investment in the component securities that comprise the index. The fund's investment strategy demonstrates a strong commitment to closely mirroring the composition and performance of its benchmark index. This is achieved by allocating at least 80% of its assets towards the securities that are constituents of the said index as well as investments that have economic characteristics almost identical to those securities, such as depositary receipts. The fund’s approach signifies a blend of direct investment in index securities and indirect exposure through instruments that replicate the economic effects of owning actual securities.
The fund invests a significant portion of its assets directly in the securities that make up its underlying index. This direct investment approach ensures that the fund’s performance closely tracks that of the index, providing investors with a transparent and predictable investment product.
As part of its strategy to replicate the economic characteristics of its underlying index, the fund invests in depositary receipts. These instruments represent the securities of the underlying index and allow the fund to gain exposure to foreign markets and sectors included in the index, further diversifying its investment portfolio.
Up to 20% of the fund's assets may be allocated to derivatives such as futures, options, and swap contracts. These financial instruments are utilized to manage risk, hedge positions, or to gain exposure to certain assets or markets without the need for direct investment, thereby enhancing the fund's flexibility and potential for returns.
The fund maintains a portion of its assets in cash and cash equivalents. This allocation not only provides the fund with liquidity to meet redemption requests and take advantage of new investment opportunities but also serves as a risk management tool, cushioning the portfolio against market volatility and downturns.