iShares Russell 2000 ETF (IWM)
168.54
+0.56 +0.33%
NYSE Arca
Jul 19, 11:01
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 Newswires07/19 09:26
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MT Newswires07/18 13:51
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MT Newswires07/18 09:19
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MT Newswires07/17 13:38
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MT Newswires07/17 09:26
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MT Newswires07/16 13:39
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MT Newswires07/16 09:09
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MT Newswires07/13 13:27
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MT Newswires07/13 09:10
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MT Newswires07/12 13:31
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 |
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% |
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% |
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% |
IWM Stock Market Capitalization
| Giant | 0.00% |
| Large | 0.00% |
| Medium | 23.20% |
| Small | 66.58% |
| Micro | 10.22% |
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% |
View More Holdings
As of July 17, 2018
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% |
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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 | 2.21 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 |
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 |
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% |
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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