Summary
Consumer Spending Loses Steam? ETFs to Gain/Lose
U.S. consumer spending may lose steam as tax-refund support fades, real cash flow stagnates and lower-income shoppers turn cautious. Here are ETFs to gain or lose.
IWM and VOO have hit record highs: What next for S&P 500 and Russell 2000 ETFs?
The Vanguard S&P 500 ETF (VOO) and the iShares Russell 200 Index Fund (IWM) have jumped to their record highs this year. IWM has jumped by over 21% this year, while VOO is up by 12.50% in the same period.
Cooling Inflation Likely to Aid These ETF Areas
Cooling inflation and weaker job data ease Fed hike bets, but Hormuz tensions increase oil risks. See how QQQ, IWM and TLT may respond.
iShares Russell 2000 ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KH Kevin Heal ARGUS INVESTORS' COUNSEL Inc. | 1,442 | $318,546.53 | $419,910.41 | $101,363.88 | 31.82% |
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 7,917 | $1.85M | $2.31M | $454,557.86 | 24.56% |
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 3,795 | $807,795.31 | $1.11M | $297,308.73 | 36.8% |
 Michelle S. Hickox FIRST FINANCIAL BANKSHARES Inc. | 695 | $208,813 | $208,486.1 | -$326.9 | -0.16% |
 Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 371 | $79,621.49 | $108,035.2 | $28,413.71 | 35.69% |
iShares Russell 2000 ETF (IWM) FAQ
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iShares Russell 2000 ETF Profile
| ARCA Exchange | US Country |
Overview
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.
Products and Services
- Direct Index Investments:
- Depositary Receipts:
- Futures, Options, and Swap Contracts:
- Cash and Cash Equivalents:
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.
