Go to the list of all blogs
Allana's Avatar
published in Blogs
Aug 30, 2020
TickeronGET DAILY SIGNALS
Pro: Small-Cap Stocks Are On Fire, But Don't Hold For The Long Term

Pro: Small-Cap Stocks Are On Fire, But Don't Hold For The Long Term

Small-cap stocks are off to their best start since 1987, with the iShares Russell 2000 Index IWM 1.04% up already 8 percent in 2019, said CNBC "Trading Nation" host Mike Santoli. Does this mean investors should be adding exposure to the small-cap group? These two pros debate.

READ MORE...

Related Ticker: IWM

Contributor

Allana's AvatarAllana|Expert

Financial analyst and market blogger with expertise in equity research, fundamental analysis, and macroeconomic trends. I regularly publish coverage on individual stocks, ETFs, and sector developments — combining rigorous financial analysis with clear, engaging writing for a broad investment audience.


IWM's RSI Oscillator ascends from oversold territory

The RSI Indicator for IWM moved out of oversold territory on October 15, 2026. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 26 similar instances when the indicator left oversold territory. In 23 of the 26 cases the stock moved higher. This puts the odds of a move higher at 88%.

Price Prediction Chart

Technical Analysis (Indicators)

Bullish Trend Analysis

The Momentum Indicator moved above the 0 level on October 27, 2026. You may want to consider a long position or call options on IWM as a result. In 81 of 95 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 85%.

The Moving Average Convergence Divergence (MACD) for IWM just turned positive on October 21, 2026. Looking at past instances where IWM's MACD turned positive, the stock continued to rise in 37 of 43 cases over the following month. The odds of a continued upward trend are 86%.

Following a +1.37% 3-day Advance, the price is estimated to grow further. Considering data from situations where IWM advanced for three days, in 270 of 318 cases, the price rose further within the following month. The odds of a continued upward trend are 85%.

Bearish Trend Analysis

The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 49 of 59 cases where IWM's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 83%.

Following a 3-day decline, the stock is projected to fall further. Considering past instances where IWM declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 83%.

IWM broke above its upper Bollinger Band on October 29, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.

The Aroon Indicator for IWM entered a downward trend on October 27, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.

Notable companies

The most notable companies in this group are Abercrombie & Fitch Co (NYSE:ANF), Transocean Ltd (NYSE:RIG), Valaris Limited (NYSE:VAL), Lumen Technologies (NASDAQ:LUMN), California Resources Corp (NYSE:CRC), Synaptics (NASDAQ:SYNA), Signet Jewelers Limited (NYSE:SIG), Scorpio Tankers (NYSE:STNG), Tanger (NYSE:SKT), Adaptive Biotechnologies Corp (NASDAQ:ADPT).

Industry description

The investment seeks to track the investment results of the Russell 2000® Index, which measures the performance of the small-capitalization sector of the U.S. equity market. The underlying index is a float-adjusted capitalization-weighted index of equity securities issued by the approximately 1,933 smallest issuers in the Russell 3000 Index. The fund may use derivatives to gain or reduce exposure to the components of the underlying index or exposure to one or more market risk factors associated with such components.

Market Cap

The average market capitalization across the iShares Russell 2000 ETF (IWM) ETF is 2.18B. The market cap for tickers in the group ranges from 2M to 14.07B. GKOS holds the highest valuation in this group at 14.07B. The lowest valued company is KPTI at 2M.

High and low price notable news

The average weekly price growth across all stocks in the iShares Russell 2000 ETF (IWM) ETF was -0%. For the same ETF, the average monthly price growth was -1%, and the average quarterly price growth was -0%. ULH experienced the highest price growth at 93%, while ABOS experienced the biggest fall at -90%.

Volume

The average weekly volume growth across all stocks in the iShares Russell 2000 ETF (IWM) ETF was 2%. For the same stocks of the ETF, the average monthly volume growth was 9% and the average quarterly volume growth was -44%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 52
P/E Growth Rating: 50
Price Growth Rating: 55
SMR Rating: 71
Profit Risk Rating: 77
Seasonality Score: 10 (-100 ... +100)
View a ticker or compare two or three
IWM
Daily Signal:
Gain/Loss:
Interact to see
Advertisement
A.I.Advisor
published price charts
A.I. Advisor
published General Information

General Information

Category SmallBlend

Category
Small Blend
Address
iShares Trust400 Howard StreetSan Francisco
Phone
415-670-2000
Web
www.ishares.com
Interact to see
Advertisement
The Bitwise Solana Staking ETF (BSOL) advanced roughly 18% over the trailing 30 days, closely tracking a sharp rally in Solana (SOL). The move extends a broader recovery, with BSOL up approximately 77% over the past three months from its mid-2026 trough.
MSTY is an actively managed single-stock option income ETF (exchange-traded fund) that writes call options on Strategy (MSTR), formerly MicroStrategy, to generate current income. The portfolio is anchored by U.S. Treasury bills and MSTR option contracts rather than a diversified basket of equities, concentrating exposure in one volatile underlying.
AMDL has surged roughly +64% over the past 30 days, from about $47.59 to $78.10, mirroring a powerful rally in its sole underlying stock, AMD . The fund is a leveraged single-stock ETF (exchange-traded fund) designed to deliver 2x the daily return of AMD, amplifying both gains and losses.
Analysts expect Q1 2026 revenue of approximately $8.5 billion, a roughly 5% increase from $8.1 billion in Q1 2025. Consensus adjusted earnings per share (EPS) forecast stands at $4.74, reflecting a potential decline from prior-year levels amid pricing pressures.
Analysts expect Q1 2026 adjusted EPS of around $1.61, down from prior year levels due to softer commodity prices. Consensus revenue forecast stands at approximately $14.5 billion, reflecting a year-over-year decline.