iShares Russell 2000 ETF (IWM)
153.61
-4.57 (-2.89%)
USD |
Oct 28, 16:48
Price Chart
Key Stats
Customize
| Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.19% | 0.12% | 42.03B | 24.32M |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (All) |
| 1.33% | 18.00% | -4.319B | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks to track the investment results of the Russell 2000® Index, which measures the performance of the small-capitalization sector of the U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying index. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Small Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Small Blend |
| Category Index | Russell 2000 TR USD |
| Prospectus Objective | Small Company |
| Fund Owner Firm Name | iShares |
| Prospectus Benchmark Index | |
| Russell 2000 TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Greg Savage | 12.76 yrs |
| Jennifer Hsui | 8.17 yrs |
| Alan Mason | 4.47 yrs |
| Amy Whitelaw | 2.17 yrs |
| Rachel Aguirre | 2.17 yrs |
Net Fund Flows Versus Category
1 Month
% Rank:
--
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Category Low
--
Category High
1 Year
% Rank:
100
-4.319B
-4.319B
Category Low
2.417B
Category High
3 Months
% Rank:
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Category High
3 Years
% Rank:
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6 Months
% Rank:
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5 Years
% Rank:
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YTD
% Rank:
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10 Years
% Rank:
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As of September 30, 2020
Performance Versus Category
As of October 27, 2020. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
Edit comparables
As of October 27, 2020.
Asset Allocation
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| MyoKardia Inc | 0.56% | 222.81 | -0.04% |
| Penn National Gaming Inc | 0.46% | 57.39 | -0.62% |
| Caesars Entertainment Inc | 0.43% | 45.27 | -6.60% |
| Sunrun Inc | 0.41% | 55.70 | 1.90% |
| Mirati Therapeutics Inc | 0.37% | 202.32 | -3.27% |
| Deckers Outdoor Corp | 0.37% | 250.12 | -4.55% |
| Darling Ingredients Inc | 0.35% | 42.66 | -3.64% |
| LHC Group Inc | 0.33% | 211.43 | -5.12% |
| Churchill Downs Inc | 0.32% | 159.92 | -2.59% |
| Lithia Motors Inc Class A | 0.31% | 234.17 | -1.09% |
News
Headline
Wire
Time (ET)
MT Newswires
10/28 07:40
MT Newswires
10/27 08:34
MT Newswires
10/26 08:41
MT Newswires
10/23 07:34
MT Newswires
10/21 07:33
MT Newswires
10/20 08:36
MT Newswires
10/19 08:41
MT Newswires
10/16 08:40
MT Newswires
10/15 08:47
MT Newswires
10/14 08:40
Basic Info
| Investment Strategy | |
| The investment seeks to track the investment results of the Russell 2000® Index, which measures the performance of the small-capitalization sector of the U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying index. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Small Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Small Blend |
| Category Index | Russell 2000 TR USD |
| Prospectus Objective | Small Company |
| Fund Owner Firm Name | iShares |
| Prospectus Benchmark Index | |
| Russell 2000 TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Greg Savage | 12.76 yrs |
| Jennifer Hsui | 8.17 yrs |
| Alan Mason | 4.47 yrs |
| Amy Whitelaw | 2.17 yrs |
| Rachel Aguirre | 2.17 yrs |
Fundamentals
| General | |
| Distribution Yield | Upgrade |
| Dividend Yield TTM (10-28-20) | 1.33% |
| 30-Day SEC Yield (3-31-20) | Upgrade |
| 7-Day SEC Yield | -- |
| Number of Holdings | Upgrade |
| Stock | |
| Weighted Average PE Ratio | 17.09 |
| Weighted Average Price to Sales Ratio | Upgrade |
| Weighted Average Price to Book Ratio | Upgrade |
| Weighted Median ROE | Upgrade |
| Weighted Median ROA | Upgrade |
| Forecasted Dividend Yield | Upgrade |
| Forecasted PE Ratio | Upgrade |
| Forecasted Price to Sales Ratio | Upgrade |
| Forecasted Price to Book Ratio | Upgrade |
As of October 26, 2020
Growth Estimates
Fund Details
| Key Dates | |
| Inception Date | 5/22/2000 |
| Last Annual Report Date | 3/31/2020 |
| Last Prospectus Date | 8/17/2020 |
| Attributes | |
| Enhanced Index Fund | No |
| Index Fund |
|
| Inverse Fund | No |
| Leveraged Fund | No |
| Fund of Funds | No |
| Currency Hedged Fund | No |
| Synthetic Replication Fund | No |
| Has Dividend Investment Plan | No |
| Socially Responsible Fund | No |
News
Headline
Wire
Time (ET)
MT Newswires
10/28 07:40
MT Newswires
10/27 08:34
MT Newswires
10/26 08:41
MT Newswires
10/23 07:34
MT Newswires
10/21 07:33
MT Newswires
10/20 08:36
MT Newswires
10/19 08:41
MT Newswires
10/16 08:40
MT Newswires
10/15 08:47
MT Newswires
10/14 08:40