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iShares Russell 2000 Small-Cap ETF (IWM) Dividend Safety Gauge & 10-Year DRIP Compounder

$279.33 +0.96% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $279.28

iShares Russell 2000 Small-Cap ETF (IWM) earns a Roarable Rating of C+ (Hold) with 69/100 RQD Confidence. As an exchange-traded fund, single-company GAAP gross margins, Altman-Z, and CEO Form 4 insider metrics are N/A for fund structure; its score reflects basket trend, institutional flow, and macro regime alignment.

📊 Historical Track Record: Scores of 69/100 (C+) historically posted market-perform odds over rolling 90-day windows (+2.0% avg 90D alpha vs SPY) →
ROARABLE C+ • HOLD / WATCH Cap $72.00B
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on IWM Below — or Connect Your Own ChatGPT / Claude
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is IWM stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-02, iShares Russell 2000 Small-Cap ETF (NYSE: IWM) is rated C+ (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 69/100 at a spot price of $279.33 (+0.96% 1D, market cap $72.00B). Pillar breakdown: Fundamental Cash Engine 17/20, Institutional 13F & Options Flow 17/20, Executive Insider Alignment 16/20, FRED Macro Regime Fit 8/20, and SEC Balance-Sheet Forensics 11/20. Across 40 tracked ETF / Index issuers, IWM ranks #11 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does IWM compare to RSP and XLK in the ETF / Index sector?
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Within the ETF / Index sector (US Small-Cap 2000 Index), IWM carries a Roarable C+ (69/100 RQD), trailing P/E of N/A, gross margin of N/A (ETF), and ROIC of N/A (ETF). By comparison, RSP (Invesco S&P 500 Equal Weight ETF) holds a B+ grade (76/100 RQD, P/E N/A, ROIC —, cap $74.00B) and XLK (Technology Select Sector SPDR Fund) posts a C grade (62/100 RQD, P/E N/A, ROIC —, cap $74.00B). Among the 5-stock peer group, IWM leads on earnings multiple (N/A) while IWM leads on capital efficiency (— ROIC).

✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for IWM?
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For iShares Russell 2000 Small-Cap ETF (IWM), key quantitative strengths include Diversified US Small-Cap 2000 Index basket eliminates single-company earnings blowup risk. and Institutional 13F desks and index options flow show constructive basket demand., while primary risk factors center on Corporate GAAP gross margin, Altman-Z, and Form 4 insider metrics are N/A for ETF fund structures. and Underlying index basket remains sensitive to Federal Reserve liquidity and Treasury yield swings.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
EXT / AFTER-HRS: $279.27 (-0.02%)🧬 ETF Open-End Share Creation/Redemption⚙️ Cash Engine: 17/20 (A-) • Liquid Basket
Verify 90D Bucket Audit →
📊 Historical Track Record: Scores of 69/100 (C+) historically posted market-perform odds over rolling 90-day windows (+2.0% avg 90D alpha vs SPY • 57.3% hit rate — wait for RQD ≥ 70 breakout).
Audit Bucket Track Record →
RQD QUANT TACHOMETERHOLD / WATCH • C+
025507510069
2-of-3 JEV AI Jury Bullish
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw B · Rk C-
Fund (17)Whales (17)Struct (16)Macro (8)Flow (11)
Each axis scored 0–20
12M PRICE TARGET CONE+5% Base Target
$346 Bull$293 Base$229 Bear
📬 FREE IWM RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for IWM)Realized 20D OHLCV Swing Band: ±2.6%
Deterministic 5-Pillar Attribution (69/100 Composite)
🔍 WHY IWM SCORES 69/100 (C+) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: Cash Engine Quality+17/20 pts (25% of score)

ETF liquidity & tracking efficiency ($72.00B AUM)

▲ #2 Bullish Driver: Whale & Options Positioning+17/20 pts (25% of score)

20D Institutional Volume Accumulation (±2.6% realized swing band)

▼ #1 Drag / Risk Factor: Macro Regime Fit8/20 pts (-12 pt drag)

Macro rate sensitivity & RSI-14 (49.4) create a -12 pt regime headwind

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
61
Grade C$276.70-0.3% Next Q
Q2 (-2Q)
64
Grade C+$275.78+1.6% Next Q
Q3 (-1Q)
66
Grade B-$280.18-0.3% Next Q
Current
69
Grade C+$279.33+2% Hist 90D α
Trajectory: C (61) → C+ (69)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the IWM Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 69/100 (C+) score, IWM faces multiple-compression risk if current valuation multiples re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Corporate GAAP gross margin, Altman-Z, and Form 4 insider metrics are N/A for ETF fund structures.

⚠️ Forensic Kill-Switch #2

Underlying index basket remains sensitive to Federal Reserve liquidity and Treasury yield swings.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($283.49) or 200D SMA ($278.86) invalidates the momentum regime and cuts Target Base ($293.16) toward Bear Floor ($228.66).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $IWM• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “IWM Beats Next Quarter EPS Consensus (Quarterly Rebalance / Distribution) & Holds Above 200D SMA”
YES 69%NO 31%Trade / Inspect Odds →
CASH DIVIDEND + BUYBACK YIELD
1.3% Total Yield
1.3% Cash ($3.63/yr) + 0% Buybacks
PAYOUT SAFETY SPEEDOMETER
88/100 • FORTRESS PAYOUT
FREE CASH FLOW PAYOUT RATIO
30.2% of FCF
8 consecutive years of payout growth
INTERACTIVE DRIP & SHAREHOLDER-YIELD COMPOUNDER (6.3% EST. ANNUAL)

$10,000 Compounded Over 10 Years → $18,422

Est. Year-10 Shareholder Yield: $239/yr
$10.6K
Yr 1
$11.3K
Yr 2
$12.0K
Yr 3
$12.8K
Yr 4
$13.6K
Yr 5
$14.4K
Yr 6
$15.3K
Yr 7
$16.3K
Yr 8
$17.3K
Yr 9
$18.4K
Yr 10
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher + Cash-Flow & Quality Compounder Desk

Cash-Fortress Compounders: Auditing Free Cash Flow & Yield Safety in IWM & A-Rated Leaders

  • ✓12-month Bull/Base/Bear fair-value walkthrough on IWM and its top sector peer
  • ✓Top Roarable A-Rated cash compounders with verified executive & 13F accumulation
  • ✓Includes nightly RQD rating-change & forensic signal email alerts
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?
Join Founding VIP Waitlist (No Card Required) →$100K Arena
IWM // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +0.52%📐 HORIZONTAL RANGE
2026-11-02O $276.6H $279.3L $276.6C $279.3VOL 23.31M
RES: $309.6SUP: $266.4SMA50: $283.5SMA200: $278.9
$309.2$292.7$276.2$259.7$243.2RES $309.6SUP $266.4$279.32026-05-042026-06-172026-08-042026-09-182026-11-02
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

IWM Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 IWM Butterfly Map → + Track IWM →
Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
ETF / Index Composite — N/A for Fund Structure

Single-issuer corporate Reverse-DCF growth hurdles do not apply to index funds or ETFs.

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on IWM today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for IWM. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for IWM today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (IWM)

ETF / Index Rank #11 of 40 ⚔️ RSP vs IWM Full Matrix →

1. Head-to-Head ETF / Index Peer Comparison (IWM vs. RSP, XLK, SCHD, GLD)

Industry: US Small-Cap 2000 Index (1 Tracked Issuers)

Across 40 tracked ETF / Index securities in the Roarable RQD universe, iShares Russell 2000 Small-Cap ETF (IWM) ranks #11 by composite RQD confidence (69/100, grade C+) and #8 by equity capitalization ($72.00B). Within this direct 5-issuer industry benchmark cohort, IWM leads on earnings valuation at N/A trailing P/E, while IWM leads on capital efficiency and profitability with ETF composite structure and benchmark tracking. SCHD currently holds the highest overall quantitative score in the immediate peer group at 77/100 (B+) compared with IWM at 69/100 (C+).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
IWM ACTIVE
iShares Russell 2000 Small-Cap ETF
C+ 69/100 — — — +0.96% $72.00B Benchmark Subject
RSP
Invesco S&P 500 Equal Weight ETF
B+ 76/100 — — — +1.19% $74.00B /rsp-vs-iwm →
XLK
Technology Select Sector SPDR Fund
C 62/100 — — — -1.20% $74.00B /xlk-vs-iwm →
SCHD
Schwab U.S. Dividend Equity ETF
B+ 77/100 — — — +1.46% $65.00B /schd-vs-iwm →
GLD
SPDR Gold Shares Trust
D- 39/100 — — — -1.34% $82.00B /gld-vs-iwm →

2. IWM ETF Structure, Technical Regime & Benchmark Role Breakdown

EXCHANGE-TRADED FUND / COMPOSITE VEHICLE • NYSE

Because iShares Russell 2000 Small-Cap ETF (IWM) is structured as an exchange-traded fund / composite basket rather than a single operating corporation filing 10-K GAAP income statements, Roarable evaluates IWM on technical trend regime, moving-average dispersion, 52-week range positioning, relative strength (RSI-14), and secondary-market share volume liquidity. At $279.33, IWM trades vs. its 50-day SMA of $283.49 and 200-day SMA of $278.86 on daily liquidity of 23,311,194 shares.

50D SMA Level
$283.49
Medium-Term Trend Anchor
200D SMA Level
$278.86
Institutional Secular Line
52-Week Range Pos
66.0%
$228.90 – $305.18
RSI-14 Momentum
49.4
NEUTRAL RANGE
Volume Liquidity
23,311,194
AUM Cap $72.00B

3. IWM Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is IWM stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-02, iShares Russell 2000 Small-Cap ETF (NYSE: IWM) is rated C+ (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 69/100 at a spot price of $279.33 (+0.96% 1D, market cap $72.00B). Pillar breakdown: Fundamental Cash Engine 17/20, Institutional 13F & Options Flow 17/20, Executive Insider Alignment 16/20, FRED Macro Regime Fit 8/20, and SEC Balance-Sheet Forensics 11/20. Across 40 tracked ETF / Index issuers, IWM ranks #11 in composite RQD confidence.

How does IWM compare to RSP and XLK in the ETF / Index sector?

Within the ETF / Index sector (US Small-Cap 2000 Index), IWM carries a Roarable C+ (69/100 RQD), trailing P/E of N/A, gross margin of N/A (ETF), and ROIC of N/A (ETF). By comparison, RSP (Invesco S&P 500 Equal Weight ETF) holds a B+ grade (76/100 RQD, P/E N/A, ROIC —, cap $74.00B) and XLK (Technology Select Sector SPDR Fund) posts a C grade (62/100 RQD, P/E N/A, ROIC —, cap $74.00B). Among the 5-stock peer group, IWM leads on earnings multiple (N/A) while IWM leads on capital efficiency (— ROIC).

What are the biggest fundamental strengths and SEC risk factors for IWM?

For iShares Russell 2000 Small-Cap ETF (IWM), key quantitative strengths include Diversified US Small-Cap 2000 Index basket eliminates single-company earnings blowup risk. and Institutional 13F desks and index options flow show constructive basket demand., while primary risk factors center on Corporate GAAP gross margin, Altman-Z, and Form 4 insider metrics are N/A for ETF fund structures. and Underlying index basket remains sensitive to Federal Reserve liquidity and Treasury yield swings.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is IWM trading relative to its 50-day, 200-day, and 52-week technical levels?

IWM last traded at $279.33 (+0.96% on volume of 23,311,194 shares), positioning the stock -1.47% below its 50-day simple moving average ($283.49) and +0.17% above its 200-day simple moving average ($278.86). Across its 52-week range of $228.90 to $305.18, IWM sits at the 66.1% percentile with a 14-day RSI of 49.4 (NEUTRAL RANGE) and an implied next-earnings move of ±2.6% ($272.07 to $286.59).

IWM Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

Does IWM pay a dividend and is it safe?

iShares Russell 2000 Small-Cap ETF (IWM) offers a 1.3% cash dividend yield ($3.63 annualized) and 1.3% total shareholder yield including buybacks. Roarable rates its payout coverage as FORTRESS PAYOUT.

Direct Sub-Reports: IWM RQD Cockpit IWM 12M Forecast IWM Earnings & Move IWM Dividends & DRIP IWM Insiders & 13F IWM Whale Options IWM Profit Sankey IWM News & Why
ROARABLE RATING BRIEF • RQD 69/100 (C+) ✓ STAGE-C NUMBER FIREWALL VERIFIED

IWM — iShares Russell 2000 Small-Cap ETF: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5
As of: 2026-11-02T14:08:28Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, IWM scores 69 out of 100 (grade C+, verdict "Roarable Hold — Upper Neutral / Watch for Breakout (ETF Composite Methodology)"). Across the five pillars: Fundamental Cash Engine scores 17 of 20 (ROIC 0%; FCF yield 0%); Whale 13F Flow scores 17 of 20 (institutional accumulation and options positioning); Insider Conviction scores 11 of 20 (SEC Form 4 and Congressional PTR cluster flow); Macro Regime Fit scores 8 of 20 (Beta 1.0; sector sensitivity); and Forensic Balance Sheet scores 16 of 20 (Altman Z 2.5; Piotroski F 6/9; Debt/Equity 0.5). For a prospective investor, the composite reads as a neutral-to-constructive setup: the balance sheet and institutional flow pillars carry the score, while the macro-regime pillar is the weakest and reflects a beta of 1.0, meaning the fund is expected to move broadly in line with the market rather than amplify it. Because this is an index ETF, the cash-engine metrics (ROIC and FCF yield, both 0%) describe the fund wrapper rather than underlying operating businesses, so they should not be read as a signal of weakness in the holdings. The verdict's "watch for breakout" language points to the stock's position in its trading range as the item to monitor rather than a fundamental inflection.

Business

IWM is an exchange-traded fund listed on the NYSE that tracks the US Small-Cap 2000 Index, per the profile. The fund is classified under the ETF / Index sector and US Small-Cap 2000 Index industry. Per the profile, it is described as a liquid institutional exchange-traded fund with approximately $72.0B in assets under management. Its revenue model, client base, and holdings detail are not described in the source data beyond this tracking-index framing.

Butterfly Effect: 2nd-Order Supply-Chain & Sector Ripples

Per the Butterfly Supply-Chain Graph, the supply chain is listed as NONE, with no butterfly links and no proprietary signals. Accordingly, no upstream or downstream dependencies, sector correlations, or second-order bottlenecks can be identified from the source data.

Open Questions

  • What are the fund's underlying constituent holdings, weightings, and sector exposures within the Russell 2000 universe?
  • What is the fund's expense ratio and tracking error relative to its index?
  • What are the specific 13F institutional holder positions and the Form 4 or Congressional trade details behind the Whale and Insider pillar scores?
  • What is the source and date of the 52-week range and the recent price movement that the "watch for breakout" verdict references?

IWM Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for iShares Russell 2000 Small-Cap ETF (IWM) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to IWM Debate Forum (3) ↓
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

IWM Bull vs. Bear Conversation Board — What's Your Call at $279.33?

🐂 50% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON IWM 🐻 50% BEARISH CONVICTION
1. Pick Your Side on IWM:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
RO RoarDesk_Moderator Roarable Research Desk ⚖️ DEBATE HOST 🎯 Target: $301.68 (+8.0%)
📌 Pinned Debate

🔥 Official Bull vs. Bear Debate: Is IWM (C+ • RQD 69/100) a Buy at $279.33?

Welcome to the IWM (iShares Russell 2000 Small-Cap ETF) Roar Pit. Current RQD Composite is 69/100 (Roarable Hold — Upper Neutral / Watch for Breakout (ETF Composite Methodology)) in US Small-Cap 2000 Index. Bulls point to operating leverage and sector positioning, while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.

MU MultipleCompression Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $209.50 (-25.0%)
Spot @ $279.33

Pump the brakes on IWM — check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on IWM, but look at what you are paying: current EV/EBITDA multiples with tightening sector spreads. Unless iShares Russell 2000 Small-Cap ETF expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

DE DeltaGamma_99 Verified K Arena Trader 🐂 BULLISH 🎯 Target: $357.54 (+28.0%)
Spot @ $279.33

IWM cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on IWM, the market is fixating on short-term headline noise in US Small-Cap 2000 Index and ignoring the balance sheet and cash flow trajectory. At $279.33 (52-wk range $228.90 - $305.18), any beat on forward guidance forces shorts and underweight funds to chase.

LIVE TAPE SPY $755.72 -0.38% QQQ $690.49 -1.44% DIA $517.13 -0.37% IWM $279.33 +0.96% NVDA $204.64 -4.22% AAPL $344.63 -1.23% MSFT $521.91 -1.55% TSLA $399.81 -0.86% PLTR $184.11 -6.27% SOFI $16.76 -4.83% IBIT $43.36 -0.94% GLD $355.78 -1.34%