iShares Russell 2000 ETF (IWM)
161.97
+0.21 +0.13%
NYSE Arca
May 23, 20:00
Delayed 2m
USD
IWM Key Stats
| Net Asset Value | Upgrade |
| Discount or Premium to NAV | Upgrade |
| Turnover Ratio | Upgrade |
View All IWM News
IWM News
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WireHeadlineTime (ET)
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MT Newswires05/23 13:34
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MT Newswires05/23 09:27
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MT Newswires05/22 13:41
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MT Newswires05/22 09:22
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SA Breaking News05/21 15:42
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MT Newswires05/21 13:38
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MT Newswires05/21 09:15
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MT Newswires05/18 13:46
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MT Newswires05/18 09:18
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MT Newswires05/17 13:36
IWM Performance
| Total Return (Price) | Total Return (NAV) | Cat. Total Return (NAV) | % Rank in Cat. (NAV) | |
|---|---|---|---|---|
| 1M | 4.28% | 4.29% | 3.22% | 26 |
| 3M | 5.44% | 5.40% | 5.23% | 26 |
| 6M | 8.00% | 8.01% | 5.92% | 23 |
| YTD | 6.49% | 6.48% | 4.26% | 21 |
| 1Y | 19.41% | 19.38% | 16.13% | 21 |
| 3Y | 10.75% | 10.72% | 8.98% | 26 |
| 5Y | 12.14% | 12.14% | 10.77% | 27 |
| 10Y | 10.01% | 10.00% | 8.97% | 31 |
IWM Asset Allocation
| Type | % Net | % Long | % Short |
|---|---|---|---|
| Cash | 0.27% | 0.27% | 0.00% |
| Stock | 99.72% | 99.72% | 0.00% |
| Bond | 0.00% | 0.00% | 0.00% |
| Convertible | 0.00% | 0.00% | 0.00% |
| Preferred | 0.00% | 0.00% | 0.00% |
| Other | 0.01% | 0.01% | 0.00% |
IWM Region Exposure
| Americas | 99.35% |
| North America | 99.14% |
| Latin America | 0.21% |
| Greater Europe | 0.55% |
| United Kingdom | 0.41% |
| Europe Developed | 0.07% |
| Europe Emerging | 0.01% |
| Africa/Middle East | 0.05% |
| Greater Asia | 0.10% |
| Japan | 0.00% |
| Australasia | 0.00% |
| Asia Developed | 0.04% |
| Asia Emerging | 0.07% |
| Market Classification | |
| % Developed Markets | 99.90% |
| % Emerging Markets | 0.10% |
IWM Stock Sector Exposure
| Basic Materials | 5.53% |
| Communication Services | 0.93% |
| Consumer Cyclical | 11.93% |
| Consumer Defensive | 3.14% |
| Energy | 3.76% |
| Financial Services | 17.59% |
| Healthcare | 15.51% |
| Industrials | 13.96% |
| Real Estate | 7.14% |
| Technology | 17.38% |
| Utilities | 3.13% |
IWM Stock Market Capitalization
| Giant | 0.01% |
| Large | 0.00% |
| Medium | 28.81% |
| Small | 61.10% |
| Micro | 10.08% |
IWM Stock Style Exposure
| Large Cap Value | 0.00% |
| Large Cap Blend | 0.00% |
| Large Cap Growth | 0.01% |
| Mid Cap Value | 5.90% |
| Mid Cap Blend | 7.36% |
| Mid Cap Growth | 15.65% |
| Small Cap Value | 21.09% |
| Small Cap Blend | 25.27% |
| Small Cap Growth | 24.73% |
View More Holdings
As of May 22, 2018
IWM Top 10 Holdings
| Symbol | Name | % Weight | Price | % Chg |
|---|---|---|---|---|
| NKTR | Nektar Therapeutics Inc | 0.56% | 82.80 | +1.04% |
| BLUE | bluebird bio Inc | 0.41% | 189.40 | +2.02% |
| GRUB | GrubHub Inc | 0.40% | 102.75 | +0.10% |
| SAGE | Sage Therapeutics Inc | 0.31% | 155.89 | -5.16% |
| AZPN | Aspen Technology Inc | 0.31% | 95.15 | +1.17% |
| EHC | Encompass Health Corp | 0.28% | 63.74 | -0.08% |
| EXAS | Exact Sciences Corp | 0.28% | 51.35 | -3.09% |
| NTNX | Nutanix Inc A | 0.28% | 56.28 | -0.21% |
| EPAM | EPAM Systems Inc | 0.28% | 124.29 | +0.70% |
| MKSI | MKS Instruments Inc | 0.27% | 113.15 | +1.30% |
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IWM One Page Reports
- One Page Report Download
IWM Basic Info
| Style | |
|---|---|
| Equity Style | Small Cap/Growth |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Small Blend |
| Prospectus Objective | Small Company |
| Fund Owner Firm Name | iShares |
| Benchmark Index | |
|---|---|
Russell 2000 TR USD |
100.0% |
IWM Manager Info
| Name | Tenure |
|---|---|
| Alan Mason | 2.04 yrs |
| Diane Hsiung | 10.34 yrs |
| Greg Savage | 10.34 yrs |
| Jennifer Hsui | 5.75 yrs |
IWM Net Fund Flows
| 1M | -387.77M |
| 3M | 365.02M |
| 6M | -2.539B |
| YTD | -1.335B |
| 1Y | -2.258B |
| 3Y | 5.499B |
| 5Y | 7.128B |
| 10Y | 16.06B |
IWM Risk Info
| Beta (5Y) | 1.079 |
| Max Drawdown (All) | 59.03% |
| Historical Sharpe (10Y) | 0.5275 |
| Historical Sortino (All) | 0.633 |
| 30-Day Rolling Volatility | 9.47% |
| Daily Value at Risk (VaR) 1% (All) | 3.84% |
| Monthly Value at Risk (VaR) 1% (All) | 17.68% |
IWM Fundamentals
| Dividend Yield TTM (5-23-18) | 1.17% |
| SEC Yield (4-30-18) | 1.17% |
| Weighted Average PE Ratio | 19.71 |
| Weighted Average Price to Sales Ratio | 1.261 |
| Weighted Average Price to Book Ratio | 2.203 |
| Weighted Median ROE | 6.68% |
| Weighted Median ROA | 0.69% |
| Forecasted Dividend Yield | 1.36% |
| Forecasted PE Ratio | 17.52 |
| Forecasted Price to Sales Ratio | 1.209 |
| Forecasted Price to Book Ratio | 2.033 |
| Number of Holdings | 1977 |
IWM Growth Estimates
| Forecasted 5 Yr Earnings Growth | 12.92% |
| Forecasted Book Value Growth | -9.54% |
| Forecasted Cash Flow Growth | -8.22% |
| Forecasted Earnings Growth | 4.16% |
| Forecasted Revenue Growth | -10.54% |
IWM Attributes
| Key Dates | |
|---|---|
| Inception Date | 5/22/2000 |
| Termination Date | |
| Last Annual Report Date | 3/31/2017 |
| Last Prospectus Date | 8/1/2017 |
| Attributes | |
| Exchange Traded Share | Yes |
| Exchange Traded Note | No |
| Enhanced Index Fund | No |
| Index Fund | Yes |
| Inverse Fund | No |
| Leveraged Fund | No |
| Fund of Funds | No |
| Currency Hedged Fund | No |
| Synthetic Replication Fund | No |
| Has Dividend Investment Plan | No |
| General Availability | |
| Available for Insurance Product | No |
| Available for Retirement Plan | No |
| Available for RRSP | No |
IWM Excel Add-In Codes
- Name: =YCI("IWM","name")
- Broad Asset Class: =YCI("IWM", "broad_asset_class")
- Broad Category: =YCI("IWM", "broad_category_group")
- Prospectus Objective: =YCI("IWM", "prospectus_objective")
To find the codes for any of our financial metrics, see our Complete Reference of Metric Codes.
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