iShares Russell 2000 ETF (IWM)
144.30
+0.61 +0.42%
NYSE Arca
Sep 22, 20:00
Delayed 2m
USD
IWM Key Stats
| Expense Ratio | 0.20% |
| Share Class Assets Under Management | 41.19B |
| 30-Day Average Daily Volume | Upgrade |
| Net Asset Value | 144.36 |
| Discount or Premium to NAV | -0.04% |
| Turnover Ratio | 15.00 |
View All IWM News
IWM News
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WireHeadlineTime (ET)
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Yahoo09/23 09:17
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MT Newswires09/22 13:24
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MT Newswires09/22 09:20
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Yahoo09/22 09:09
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Yahoo09/22 07:45
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MT Newswires09/21 13:26
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MT Newswires09/21 09:28
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Yahoo09/21 07:30
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Yahoo09/20 16:14
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MT Newswires09/20 13:26
IWM Performance
| Total Return (Price) | Total Return (NAV) | Cat. Total Return (NAV) | % Rank in Cat. (NAV) | |
|---|---|---|---|---|
| 1M | 5.88% | 5.91% | 5.85% | 25 |
| 3M | 3.54% | 3.63% | 3.27% | 39 |
| 6M | 8.47% | 8.54% | 6.30% | 22 |
| 1Y | 16.44% | 16.45% | 16.09% | 32 |
| 3Y | 10.29% | 10.31% | 7.49% | 24 |
| 5Y | 12.74% | 12.74% | 11.68% | 39 |
| 10Y | 7.50% | 7.49% | 6.80% | 37 |
IWM Asset Allocation
| Type | % Net | % Long | % Short |
|---|---|---|---|
| Cash | 0.37% | 0.37% | 0.00 |
| Stock | 99.61% | 99.61% | 0.00 |
| Bond | 0.00 | 0.00 | 0.00 |
| Convertible | 0.01% | 0.01% | 0.00 |
| Preferred | 0.01% | 0.01% | 0.00 |
| Other | 0.00 | 0.00 | 0.00 |
IWM Region Exposure
| Americas | 99.26% |
| North America | 99.08% |
| Latin America | 0.18% |
| Greater Europe | 0.62% |
| United Kingdom | 0.35% |
| Europe Developed | 0.09% |
| Europe Emerging | 0.02% |
| Africa/Middle East | 0.16% |
| Greater Asia | 0.12% |
| Japan | 0.00 |
| Australasia | 0.00 |
| Asia Developed | 0.03% |
| Asia Emerging | 0.09% |
| Market Classification | |
| % Developed Markets | 99.77% |
| % Emerging Markets | 0.23% |
IWM Stock Sector Exposure
| Basic Materials | 5.69% |
| Communication Services | 1.23% |
| Consumer Cyclical | 11.55% |
| Consumer Defensive | 3.51% |
| Energy | 3.01% |
| Financial Services | 17.22% |
| Healthcare | 14.61% |
| Industrials | 14.40% |
| Real Estate | 8.28% |
| Technology | 16.76% |
| Utilities | 3.74% |
IWM Stock Market Capitalization
| Giant | 0.00 |
| Large | 0.01% |
| Medium | 4.77% |
| Small | 61.50% |
| Micro | 33.72% |
IWM Stock Style Exposure
| Large Cap Value | 0.00 |
| Large Cap Blend | 0.00 |
| Large Cap Growth | 0.01% |
| Mid Cap Value | 0.86% |
| Mid Cap Blend | 0.91% |
| Mid Cap Growth | 3.17% |
| Small Cap Value | 27.32% |
| Small Cap Blend | 32.30% |
| Small Cap Growth | 35.42% |
View More Holdings
As of Sept. 21, 2017
IWM Top 10 Holdings
| Symbol | Name | % Weight | Price | % Chg |
|---|---|---|---|---|
| KITE | Kite Pharma Inc | 0.44% | 179.30 | -0.04% |
| BLUE | bluebird bio Inc | 0.29% | 128.75 | +0.70% |
| EXAS | Exact Sciences Corp | 0.27% | 45.96 | +2.13% |
| KNX | Knight-Swift Transportation Holdings Inc A | 0.26% | 41.02 | -0.82% |
| CTLT | Catalent Inc | 0.25% | 40.76 | +1.29% |
| MKSI | MKS Instruments Inc | 0.24% | 91.35 | +1.61% |
| AZPN | Aspen Technology Inc | 0.24% | 63.94 | +0.77% |
| GPT | Gramercy Property Trust | 0.23% | 30.31 | -0.85% |
| GRUB | GrubHub Inc | 0.23% | 51.69 | -3.40% |
| CW | Curtiss-Wright Corp | 0.23% | 104.34 | +0.61% |
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IWM One Page Reports
- One Page Report Download
IWM Basic Info
| Style | |
|---|---|
| Equity Style | Small Cap/Blend |
| 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 | 1.38 yrs |
| Diane Hsiung | 9.67 yrs |
| Greg Savage | 9.67 yrs |
| Jennifer Hsui | 5.09 yrs |
IWM Net Fund Flows
| 1M | 1.830B |
| 3M | 756.21M |
| 6M | -720.31M |
| YTD | -3.058B |
| 1Y | 4.252B |
| 3Y | 6.428B |
| 5Y | 8.728B |
| 10Y | 13.00B |
IWM Risk Info
| Beta (5Y) | 1.156 |
| Max Drawdown (All) | 59.89% |
| Historical Sharpe (10Y) | 0.4285 |
| Historical Sortino (All) | 0.6063 |
| 30-Day Rolling Volatility | 10.21% |
| Daily Value at Risk (VaR) 1% (All) | 3.84% |
| Monthly Value at Risk (VaR) 1% (All) | 17.72% |
IWM Fundamentals
| Dividend Yield TTM (9-22-17) | 1.32% |
| SEC Yield (12-31-15) | 1.52% |
| Weighted Average PE Ratio | 20.17 |
| Weighted Average Price to Sales Ratio | 1.195 |
| Weighted Average Price to Book Ratio | 2.077 |
| Weighted Median ROE | 5.74% |
| Weighted Median ROA | 0.36% |
| Forecasted Dividend Yield | 1.46% |
| Forecasted PE Ratio | 19.44 |
| Forecasted Price to Sales Ratio | 1.142 |
| Forecasted Price to Book Ratio | 1.952 |
| Number of Holdings | 2010 |
IWM Growth Estimates
| Forecasted 5 Yr Earnings Growth | 11.15% |
| Forecasted Book Value Growth | -20.70% |
| Forecasted Cash Flow Growth | -12.72% |
| Forecasted Earnings Growth | -0.54% |
| Forecasted Revenue Growth | -12.57% |
IWM Comparables
EditIWM Attributes
| Key Dates | |
|---|---|
| Inception Date | 5/22/2000 |
| 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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