IWO Forecast



Bearish<—>Bullish



80% Confidence




Bullish Case: IWO's implied volatility is relatively low compared to SPY, indicating potential for stability and growth. Historical returns suggest favorable outcomes over longer holding periods, especially with increased call volume.




Bearish Case: High implied volatility at lower strikes and flat recent performance imply risk of downturn. Economic uncertainty and caution in small-cap stocks could further drive negative sentiment.




Potential Outcomes:
  • Flat market with volatility: 40%.
  • Gradual uptrend: 45%, driven by improving growth sector conditions.
  • Sharp downturn: 15% due to macroeconomic instability.



March 21, 2025


iShares Russell 2000 Growth Forecast

IWO        iShares Russell 2000 Growth











Correlated Assets

Assets that tend to move strongly with IWO



EVR Forecast + Options Trading Strategies   EVR  Evercore (0.94)


DPST Forecast + Options Trading Strategies   DPST  Direxion Daily Regional Banks Bull 3X Shares (0.94)


KKR Forecast + Options Trading Strategies   KKR  KKR (0.92)


USB Forecast + Options Trading Strategies   USB  U.S. Bancorp. (0.92)


SITM Forecast + Options Trading Strategies   SITM  SiTime (0.9)



Uncorrelated Assets

Assets with little price relationship to IWO



SAN Forecast + Options Trading Strategies   SAN  Banco Santander (0.0)


IFF Forecast + Options Trading Strategies   IFF  International Flavors & Fragrances (-0.0)


HCA Forecast + Options Trading Strategies   HCA  HCA Healthcare (0.01)


AMRC Forecast + Options Trading Strategies   AMRC  Ameresco (0.01)


ESTC Forecast + Options Trading Strategies   ESTC  Elastic (-0.01)



Anticorrelated Assets

Assets that tend to move strongly against IWO



SHEL Forecast + Options Trading Strategies   SHEL  Shell Plc - ADR (Representing) (-0.73)


WU Forecast + Options Trading Strategies   WU  Western Union (-0.75)


DVN Forecast + Options Trading Strategies   DVN  Devon Energy (-0.77)


SAGE Forecast + Options Trading Strategies   SAGE  Sage Therapeutics (-0.78)


EC Forecast + Options Trading Strategies   EC  Ecopetrol SA (-0.78)









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