The Impact of Russell 2000 Index Rebalancing on ETF Performance
Wednesday, 27 March 2024, 16:38
Market Insights: Russell 2000 Index Rebalancing Impact on ETFs
The annual rebalancing of the Russell 2000 index in June triggers a selling season for ETFs that track it, which leads to additional transaction costs that can impact performance.
This market event, particularly affecting funds like IWM, highlights the challenges investors may face during this period.
This article was prepared using information from open sources in accordance with the principles of Ethical Policy. The editorial team is not responsible for absolute accuracy, as it relies on data from the sources referenced.