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Back to Ideas
IWM LONG

iShares Russell 2000 ETF

Completed
Progress to Target
Current
Entry
$260.23
Target
$282.00
Stop Loss
$252.00
Potential
R/R

Investment Thesis

IWM is experiencing a powerful momentum breakout with the Russell 2000 posting its second-best start-of-year relative outperformance versus Nasdaq 100 on record, gaining 4 percentage points in the first five trading sessions of 2026. The current entry at $260.23 captures this accelerating rotation into small-caps, driven by extreme valuation discounts (27% P/E discount to large-caps), record M&A activity creating takeover premiums, and strengthening economic data with layoffs at 17-month lows supporting the bull thesis for continued outperformance through Q1 2026.

Why It May Work

Why It May Not Work

Timeline

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