iShares Russell 2000 ETF (IWM)

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151.84 +0.96  +0.64% NYSE Arca Dec 13, 16:59 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 2.94% 2.91% 3.12% 48
3M 6.86% 6.85% 8.14% 62
6M 7.44% 7.52% 6.99% 38
YTD 12.97% 13.07% 11.01% 28
1Y 11.78% 11.88% 8.97% 30
3Y 11.16% 11.17% 9.39% 33
5Y 14.41% 14.43% 13.14% 35
10Y 8.54% 8.53% 8.01% 39
As of Dec. 12, 2017. 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 99.71% 99.71% 0.00
Bond 0.00 0.00 0.00
Convertible 0.00 0.00 0.00
Preferred 0.01% 0.01% 0.00
Other 0.01% 0.01% 0.00
As of Dec. 11, 2017

IWM Region Exposure

Americas 99.21%
North America 99.05%
Latin America 0.17%
Greater Europe 0.69%
United Kingdom 0.41%
Europe Developed 0.09%
Europe Emerging 0.02%
Africa/Middle East 0.17%
Greater Asia 0.10%
Japan 0.00
Australasia 0.00
Asia Developed 0.04%
Asia Emerging 0.06%
Market Classification
% Developed Markets 99.77%
% Emerging Markets 0.23%
As of Dec. 8, 2017. Region breakdown data is calculated by using the long position holdings of the portfolio.

IWM Stock Sector Exposure

Basic Materials 5.85%
Communication Services 1.12%
Consumer Cyclical 12.51%
Consumer Defensive 3.63%
Energy 3.05%
Financial Services 17.51%
Healthcare 13.96%
Industrials 14.51%
Real Estate 7.74%
Technology 16.45%
Utilities 3.68%
As of Dec. 11, 2017

IWM Stock Market Capitalization

Giant 0.00
Large 0.00
Medium 6.42%
Small 62.15%
Micro 31.43%
As of Dec. 11, 2017

IWM Stock Style Exposure

Large Cap Value 0.00
Large Cap Blend 0.00
Large Cap Growth 0.00
Mid Cap Value 1.58%
Mid Cap Blend 1.88%
Mid Cap Growth 3.06%
Small Cap Value 26.05%
Small Cap Blend 31.78%
Small Cap Growth 35.65%
As of Dec. 11, 2017
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IWM Top 10 Holdings

Symbol Name % Weight Price % Chg
BLUE bluebird bio Inc 0.45% 184.10 -3.59%
NKTR Nektar Therapeutics Inc 0.40% 56.63 +3.21%
SAGE Sage Therapeutics Inc 0.30% 165.00 +2.84%
EXAS Exact Sciences Corp 0.30% 51.89 +3.33%
GRUB GrubHub Inc 0.29% 71.46 +2.33%
MTG MGIC Investment Corp 0.28% 15.14 -1.94%
KNX Knight-Swift Transportation Holdings Inc A 0.26% 43.78 +1.85%
STL Sterling Bancorp 0.26% 25.30 +0.20%
CW Curtiss-Wright Corp 0.26% 121.45 +1.39%
EPAM EPAM Systems Inc 0.25% 106.07 +1.43%
As of Dec. 11, 2017
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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 1.63 yrs
Diane Hsiung 9.92 yrs
Greg Savage 9.92 yrs
Jennifer Hsui 5.34 yrs

IWM Net Fund Flows

1M 1.563B
3M 5.962B
6M 6.718B
YTD 2.904B
1Y 3.965B
3Y 9.389B
5Y 14.54B
10Y 18.39B
As of Nov. 30, 2017

IWM Risk Info

Beta (5Y) 1.162
Max Drawdown (All) 59.03%
Historical Sharpe (10Y) 0.491
Historical Sortino (All) 0.6453
30-Day Rolling Volatility 10.04%
Daily Value at Risk (VaR) 1% (All) 3.84%
Monthly Value at Risk (VaR) 1% (All) 17.71%

IWM Fundamentals

Dividend Yield TTM (12-13-17) 1.26%
SEC Yield (12-31-15) 1.52%
Weighted Average PE Ratio 22.90
Weighted Average Price to Sales Ratio 1.287
Weighted Average Price to Book Ratio 2.250
Weighted Median ROE 6.28%
Weighted Median ROA 0.71%
Forecasted Dividend Yield 1.36%
Forecasted PE Ratio 21.93
Forecasted Price to Sales Ratio 1.240
Forecasted Price to Book Ratio 2.136
Number of Holdings 1980
As of Dec. 11, 2017

IWM Growth Estimates

Forecasted 5 Yr Earnings Growth 11.12%
Forecasted Book Value Growth -20.82%
Forecasted Cash Flow Growth -13.27%
Forecasted Earnings Growth -1.06%
Forecasted Revenue Growth -12.59%
As of Dec. 11, 2017

IWM Comparables

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IWM 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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