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Macroeconomic conditions for 2026 may seem a little bit shaky, but one area where advisors and investors might find great opportunities is actually within small-caps. Sure, this is likely not the first year that folks are hearing that small-caps might start threatening to outperform their large-cap counterparts.
Belpointe Asset Management LLC grew its position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 19.5% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 19,281 shares of the exchange traded fund's stock after buying an additional
The Russell 2000 is up 17% over the last six months, outpacing the S&P 500. The Russell 2000 trades at a considerable discount to the S&P 500.
IWM holds nearly 2,000 small-cap U.S. stocks and skews toward the financial and industrial sectors, while QQQ is heavily tech-focused. IWM's expense ratio is similar to QQQ's, but IWM's dividend yield is more than twice as high.
BG Investment Services Inc. reduced its stake in iShares Russell 2000 ETF (NYSEARCA:IWM) by 29.1% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 6,145 shares of the exchange traded fund's stock after selling 2,518 shares during the period.
Small-cap stocks just beat large-cap stocks for 14 straight days.
IWM holds nearly 2,000 small-cap stocks with a higher yield, but costs more than MGK. MGK focuses on mega-cap tech growth with a heavier sector tilt and deeper five-year growth, while IWM spreads across healthcare, financials, and tech.
DIA tracks only 30 blue-chip stocks and shows lower volatility and drawdown than IWM's 1,954-stock small-cap portfolio IWM delivered a higher 1-year return, but DIA's yield and risk-adjusted metrics currently look more defensive DIA's expense ratio is slightly lower, and its sector tilt is heavier to financials and technology CEO says this is worth 18 Nvidias. Will this make the world's first trillionaire?
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Many of the "Magnificent Seven" stocks have been losing steam over the past year.
Strong productivity growth, steady regional bank fundamentals and rising AI adoption may support a longer-lasting small-cap rally.
Launched on May 22, 2000, the iShares Russell 2000 ETF (IWM) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Blend segment of the US equity market.
Jeremy Siegel sees a 'durable' rotation to small-cap and value stocks driven by a resilient economy and clear Fed pivot.
Pre-Market Stock Futures: Futures are trading dramatically lower as we start the holiday-shortened trading week, following yesterday's MLK remembrance day. The futures downdraft this morning is being attributed to President Trump's threat to raise tariffs significantly over Greenland. Last Friday, the market closed unchanged primarily after a sizable options expiration that boosted trading volume throughout... Here Are Tuesday's Top Wall Street Analyst Research Calls: Chevron, Domino's Pizza, Doximity, Exact Sciences, Intel, NetApp, StubHub, Toast, and More.
Horizon Bancorp Inc. IN raised its holdings in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 24.2% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 28,401 shares of the exchange traded fund's stock after purchasing an
Wall Street economists are turning bullish on the U.S. economy in 2026. Bank of America sees growth beating consensus - with potential upside for small caps.
There's a lot of buzz about the opportunity in US small cap stocks this year. There's a confluence of factors that seem aligned just right for the segment, chief amongst them earnings growth expectations.
The Russell 2000 is beating the S&P 500 for 10 straight sessions as growth accelerates and small-cap earnings expectations rise.
Conning Inc. lowered its position in iShares Russell 2000 ETF (NYSEARCA:IWM) by 18.5% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 41,524 shares of the exchange traded fund's stock after selling 9,415 shares during the quarter. Conning Inc.'s
Wall Street traded timidly on Tuesday despite another benign inflation report that reinforced expectations for Federal Reserve rate cuts later this year, as a weaker-than-expected start to the earnings season kept investors cautious.