iShares Russell 2000 ETF (IWM)

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161.97 +0.21  +0.13% NYSE Arca May 23, 20:00 Delayed 2m USD
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IWM Price Chart

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
As of May 23, 2018. Returns for periods of 1 year and above are annualized.

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%
As of May 22, 2018

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%
As of May 22, 2018. Region breakdown data is calculated by using the long position holdings of the portfolio.

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%
As of May 22, 2018

IWM Stock Market Capitalization

Giant 0.01%
Large 0.00%
Medium 28.81%
Small 61.10%
Micro 10.08%
As of May 22, 2018

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%
As of May 22, 2018
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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%
As of May 22, 2018
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IWM One Page Reports

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
As of April 30, 2018

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
As of May 22, 2018

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%
As of May 22, 2018

IWM Comparables

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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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