iShares Russell 2000 ETF (IWM)
148.03
+2.04 +1.40%
NYSE Arca
Nov 21, 20:00
Delayed 2m
USD
IWM Key Stats
| Net Asset Value | Upgrade |
| Discount or Premium to NAV | Upgrade |
| Turnover Ratio | Upgrade |
| 1 Year Fund Level Flows | Upgrade |
View All IWM News
IWM News
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WireHeadlineTime (ET)
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MT Newswires11/21 13:35
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MT Newswires11/21 09:25
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MT Newswires11/20 13:16
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MT Newswires11/20 09:24
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MT Newswires11/19 13:37
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MT Newswires11/19 09:14
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MT Newswires11/16 13:50
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MT Newswires11/16 09:25
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MT Newswires11/15 13:40
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MT Newswires11/15 09:27
IWM Performance
| Total Return (Price) | Total Return (NAV) | Cat. Total Return (NAV) | % Rank in Cat. (NAV) | |
|---|---|---|---|---|
| 1M | -3.48% | -3.37% | -4.21% | 63 |
| 3M | -13.08% | -13.09% | -12.80% | 59 |
| 6M | -8.58% | -8.55% | -8.89% | 58 |
| YTD | -2.06% | -2.04% | -4.99% | 36 |
| 1Y | -0.80% | -0.76% | -2.69% | 37 |
| 3Y | 9.73% | 9.71% | 7.69% | 28 |
| 5Y | 7.34% | 7.34% | 6.10% | 28 |
| 10Y | 15.48% | 15.46% | 15.45% | 42 |
| 15Y | 8.59% | 8.61% | 8.29% | 43 |
| 20Y | -- | -- | 8.93% | -- |
IWM Asset Allocation
| Type | % Net | % Long | % Short |
|---|---|---|---|
| Cash | 0.25% | 0.25% | 0.00% |
| Stock | 99.75% | 99.75% | 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% |
IWM Region Exposure
| Americas | 99.50% |
| North America | 99.19% |
| Latin America | 0.31% |
| Greater Europe | 0.38% |
| United Kingdom | 0.15% |
| Europe Developed | 0.08% |
| 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 | 99.81% |
| % Emerging Markets | 0.19% |
IWM Stock Sector Exposure
| Basic Materials | 5.10% |
| Communication Services | 1.37% |
| Consumer Cyclical | 13.03% |
| Consumer Defensive | 3.71% |
| Energy | 3.65% |
| Financial Services | 17.41% |
| Healthcare | 13.99% |
| Industrials | 14.47% |
| Real Estate | 8.42% |
| Technology | 15.15% |
| Utilities | 3.69% |
IWM Stock Market Capitalization
| Giant | 0.00% |
| Large | 0.00% |
| Medium | 20.69% |
| Small | 68.70% |
| Micro | 10.61% |
IWM Stock Style Exposure
| Large Cap Value | 0.00% |
| Large Cap Blend | 0.00% |
| Large Cap Growth | 0.00% |
| Mid Cap Value | 4.49% |
| Mid Cap Blend | 6.22% |
| Mid Cap Growth | 10.10% |
| Small Cap Value | 23.91% |
| Small Cap Blend | 27.56% |
| Small Cap Growth | 27.72% |
View More Holdings
As of Nov. 19, 2018
IWM Top 10 Holdings
| Symbol | Name | % Weight | Price | % Chg |
|---|---|---|---|---|
| FIVE | Five Below Inc | 0.31% | 102.99 | -0.86% |
| IDTI | Integrated Device Technology Inc | 0.31% | 46.82 | +0.43% |
| LIVN | LivaNova PLC | 0.29% | 98.26 | +0.22% |
| ETSY | Etsy Inc | 0.27% | 44.02 | +1.87% |
| HAE | Haemonetics Corp | 0.27% | 102.18 | +0.05% |
| IDA | Idacorp Inc | 0.25% | 98.38 | -1.51% |
| CIEN | Ciena Corp | 0.23% | 30.92 | +0.91% |
| PLNT | Planet Fitness Inc A | 0.23% | 52.35 | +2.83% |
| OGS | ONE Gas Inc | 0.22% | 83.41 | -1.08% |
| PRI | Primerica Inc | 0.22% | 114.90 | +2.08% |
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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 | 2.55 yrs |
| Amy Whitelaw | 0.25 yrs |
| Diane Hsiung | 10.84 yrs |
| Greg Savage | 10.84 yrs |
| Jennifer Hsui | 6.25 yrs |
| Rachel Aguirre | 0.25 yrs |
IWM Net Fund Flows
| 1M | 678.17M |
| 3M | 3.403B |
| 6M | 4.198B |
| YTD | 2.863B |
| 1Y | 1.659B |
| 3Y | 10.49B |
| 5Y | 8.956B |
| 10Y | 15.73B |
IWM Risk Info
| Beta (5Y) | 1.125 |
| Max Drawdown (All) | 59.03% |
| Historical Sharpe (10Y) | 0.7518 |
| Historical Sortino (All) | 0.6101 |
| 30-Day Rolling Volatility | 24.75% |
| Daily Value at Risk (VaR) 1% (All) | 3.78% |
| Monthly Value at Risk (VaR) 1% (All) | 17.61% |
IWM Fundamentals
| Dividend Yield TTM (11-21-18) | 1.34% |
| 30-Day SEC Yield (4-30-18) | 1.17% |
| 7-Day SEC Yield | -- |
| Weighted Average PE Ratio | 16.11 |
| Weighted Average Price to Sales Ratio | 1.116 |
| Weighted Average Price to Book Ratio | 2.003 |
| Weighted Median ROE | 7.88% |
| Weighted Median ROA | 1.08% |
| Forecasted Dividend Yield | 1.57% |
| Forecasted PE Ratio | 15.57 |
| Forecasted Price to Sales Ratio | 1.097 |
| Forecasted Price to Book Ratio | 1.879 |
| Number of Holdings | 2025 |
IWM Growth Estimates
| Forecasted 5 Yr Earnings Growth | 13.23% |
| Forecasted Book Value Growth | -70.92% |
| Forecasted Cash Flow Growth | -87.75% |
| Forecasted Earnings Growth | 4.61% |
| Forecasted Revenue Growth | -53.91% |
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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