iShares Russell 2000 ETF (IWM)

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169.82 -0.45  -0.26% NYSE Arca Sep 19, 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 1.14% 1.18% 0.62% 28
3M 1.35% 1.39% 1.12% 52
6M 8.55% 8.53% 6.73% 33
YTD 12.35% 12.37% 9.11% 23
1Y 20.20% 20.22% 17.04% 24
3Y 15.34% 15.35% 13.45% 23
5Y 11.24% 11.24% 9.85% 26
10Y 10.62% 10.55% 10.13% 41
As of Sept. 18, 2018. Returns for periods of 1 year and above are annualized.

IWM Asset Allocation

Type % Net % Long % Short
Cash 0.26% 0.26% 0.00%
Stock 99.73% 99.73% 0.00%
Bond 0.00% 0.00% 0.00%
Convertible 0.00% 0.00% 0.00%
Preferred 0.00% 0.00% 0.00%
Other 0.00% 0.00% 0.00%
As of Sept. 18, 2018

IWM Region Exposure

Americas 99.51%
North America 99.27%
Latin America 0.25%
Greater Europe 0.36%
United Kingdom 0.15%
Europe Developed 0.07%
Europe Emerging 0.01%
Africa/Middle East 0.13%
Greater Asia 0.13%
Japan 0.00%
Australasia 0.00%
Asia Developed 0.10%
Asia Emerging 0.03%
Market Classification
% Developed Markets 99.83%
% Emerging Markets 0.17%
As of Sept. 17, 2018. Region breakdown data is calculated by using the long position holdings of the portfolio.

IWM Stock Sector Exposure

Basic Materials 5.64%
Communication Services 1.36%
Consumer Cyclical 13.15%
Consumer Defensive 3.42%
Energy 3.87%
Financial Services 16.88%
Healthcare 14.35%
Industrials 14.35%
Real Estate 8.09%
Technology 15.72%
Utilities 3.19%
As of Sept. 17, 2018

IWM Stock Market Capitalization

Giant 0.00%
Large 0.00%
Medium 23.02%
Small 67.05%
Micro 9.94%
As of Sept. 17, 2018

IWM Stock Style Exposure

Large Cap Value 0.00%
Large Cap Blend 0.00%
Large Cap Growth 0.00%
Mid Cap Value 5.73%
Mid Cap Blend 6.18%
Mid Cap Growth 11.19%
Small Cap Value 23.93%
Small Cap Blend 26.19%
Small Cap Growth 26.77%
As of Sept. 18, 2018
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IWM Top 10 Holdings

Symbol Name % Weight Price % Chg
FIVE Five Below Inc 0.31% 126.40 -2.96%
IDTI Integrated Device Technology Inc 0.28% 47.19 +0.02%
ETSY Etsy Inc 0.27% 50.12 -2.92%
LIVN LivaNova PLC 0.27% 120.43 -3.29%
HAE Haemonetics Corp 0.26% 109.75 -0.03%
LGND Ligand Pharmaceuticals Inc 0.24% 263.95 -0.67%
HUBS HubSpot Inc 0.24% 148.50 -2.69%
TDOC Teladoc Health Inc 0.23% 75.40 -2.01%
IDA Idacorp Inc 0.22% 98.42 -2.65%
BLKB Blackbaud Inc 0.22% 99.79 -4.26%
As of Sept. 18, 2018
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IWM One Page Reports

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 2.30 yrs
Amy Whitelaw 0.00 yrs
Diane Hsiung 10.59 yrs
Greg Savage 10.59 yrs
Jennifer Hsui 6.00 yrs
Rachel Aguirre 0.00 yrs

IWM Net Fund Flows

1M 327.72M
3M -905.00M
6M 2.747B
YTD -212.39M
1Y 2.983B
3Y 8.432B
5Y 6.376B
10Y 15.30B
As of Aug. 31, 2018

IWM Risk Info

Beta (5Y) 1.064
Max Drawdown (All) 59.03%
Historical Sharpe (10Y) 0.6545
Historical Sortino (All) 0.6683
30-Day Rolling Volatility 8.58%
Daily Value at Risk (VaR) 1% (All) 3.80%
Monthly Value at Risk (VaR) 1% (All) 17.63%

IWM Fundamentals

Dividend Yield TTM (9-19-18) 1.11%
SEC Yield (4-30-18) 1.17%
Weighted Average PE Ratio 18.60
Weighted Average Price to Sales Ratio 1.270
Weighted Average Price to Book Ratio 2.316
Weighted Median ROE 7.65%
Weighted Median ROA 0.77%
Forecasted Dividend Yield 1.35%
Forecasted PE Ratio 17.91
Forecasted Price to Sales Ratio 1.238
Forecasted Price to Book Ratio 2.176
Number of Holdings 2006
As of Sept. 18, 2018

IWM Growth Estimates

Forecasted 5 Yr Earnings Growth 12.78%
Forecasted Book Value Growth -70.71%
Forecasted Cash Flow Growth -87.66%
Forecasted Earnings Growth 4.45%
Forecasted Revenue Growth -53.59%
As of Sept. 18, 2018

IWM Comparables

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IWM Attributes

Key Dates
Inception Date 5/22/2000
Termination Date
Last Annual Report Date 3/31/2018
Last Prospectus Date 8/1/2018
Attributes
Exchange Traded Share Yes
Exchange Traded Note No
Enhanced Index Fund No
Fixed Distribution Fund No
High-Net Worth Individual 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
Socially Responsible Fund 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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