iShares Russell 2000 ETF (IWM)

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168.54 +0.56  +0.33% NYSE Arca Jul 19, 11:01 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 -0.01% 0.05% 0.17% 43
3M 7.05% 7.15% 5.67% 26
6M 7.95% 7.95% 4.02% 20
YTD 10.84% 10.89% 7.60% 21
1Y 20.00% 20.00% 15.94% 22
3Y 11.68% 11.70% 10.15% 27
5Y 11.56% 11.55% 10.24% 24
10Y 10.93% 10.90% 10.07% 33
As of July 18, 2018. Returns for periods of 1 year and above are annualized.

IWM Asset Allocation

Type % Net % Long % Short
Cash 0.22% 0.22% 0.00%
Stock 99.77% 99.77% 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 July 17, 2018

IWM Region Exposure

Americas 99.31%
North America 98.96%
Latin America 0.35%
Greater Europe 0.59%
United Kingdom 0.46%
Europe Developed 0.07%
Europe Emerging 0.02%
Africa/Middle East 0.05%
Greater Asia 0.10%
Japan 0.00%
Australasia 0.00%
Asia Developed 0.04%
Asia Emerging 0.06%
Market Classification
% Developed Markets 99.78%
% Emerging Markets 0.22%
As of July 16, 2018. Region breakdown data is calculated by using the long position holdings of the portfolio.

IWM Stock Sector Exposure

Basic Materials 5.75%
Communication Services 1.25%
Consumer Cyclical 13.14%
Consumer Defensive 3.43%
Energy 4.03%
Financial Services 16.91%
Healthcare 14.54%
Industrials 14.05%
Real Estate 8.18%
Technology 15.67%
Utilities 3.06%
As of July 17, 2018

IWM Stock Market Capitalization

Giant 0.00%
Large 0.00%
Medium 23.20%
Small 66.58%
Micro 10.22%
As of July 17, 2018

IWM Stock Style Exposure

Large Cap Value 0.00%
Large Cap Blend 0.00%
Large Cap Growth 0.00%
Mid Cap Value 6.05%
Mid Cap Blend 6.49%
Mid Cap Growth 10.97%
Small Cap Value 23.92%
Small Cap Blend 25.75%
Small Cap Growth 26.82%
As of July 17, 2018
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IWM Top 10 Holdings

Symbol Name % Weight Price % Chg
FIVE Five Below Inc 0.25% 107.52 +0.66%
BLKB Blackbaud Inc 0.25% 115.53 -0.42%
ETSY Etsy Inc 0.23% 44.17 -0.61%
HAE Haemonetics Corp 0.23% 98.11 +1.19%
ENTG Entegris Inc 0.23% 37.40 -1.06%
LIVN LivaNova PLC 0.22% 104.03 +0.03%
MDSO Medidata Solutions Inc 0.22% 86.88 +1.06%
NEWR New Relic Inc 0.22% 111.94 +0.60%
FGEN FibroGen Inc 0.22% 64.25 -1.38%
HUBS HubSpot Inc 0.21% 133.25 -0.63%
As of July 17, 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 2.21 yrs
Diane Hsiung 10.50 yrs
Greg Savage 10.50 yrs
Jennifer Hsui 5.92 yrs

IWM Net Fund Flows

1M 63.61M
3M 1.704B
6M 756.22M
YTD 756.22M
1Y 3.051B
3Y 7.290B
5Y 9.525B
10Y 19.15B
As of June 30, 2018

IWM Risk Info

Beta (5Y) 1.089
Max Drawdown (All) 59.03%
Historical Sharpe (10Y) 0.6295
Historical Sortino (All) 0.6521
30-Day Rolling Volatility 10.92%
Daily Value at Risk (VaR) 1% (All) 3.82%
Monthly Value at Risk (VaR) 1% (All) 17.66%

IWM Fundamentals

Dividend Yield TTM (7-19-18) 1.12%
SEC Yield (4-30-18) 1.17%
Weighted Average PE Ratio 18.28
Weighted Average Price to Sales Ratio 1.241
Weighted Average Price to Book Ratio 2.215
Weighted Median ROE 6.48%
Weighted Median ROA 0.35%
Forecasted Dividend Yield 1.39%
Forecasted PE Ratio 17.06
Forecasted Price to Sales Ratio 1.185
Forecasted Price to Book Ratio 2.070
Number of Holdings 2022
As of July 17, 2018

IWM Growth Estimates

Forecasted 5 Yr Earnings Growth 12.69%
Forecasted Book Value Growth -70.72%
Forecasted Cash Flow Growth -87.69%
Forecasted Earnings Growth 3.67%
Forecasted Revenue Growth -53.73%
As of July 17, 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 8/1/2017
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
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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