iShares Russell 2000 ETF (IWM)
154.17
+0.57 +0.37%
NYSE Arca
Oct 15, 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 Newswires10/15 13:26
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MT Newswires10/15 09:12
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MT Newswires10/12 14:10
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MT Newswires10/11 14:27
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MT Newswires10/10 13:25
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MT Newswires10/10 09:23
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MT Newswires10/09 13:35
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MT Newswires10/09 09:16
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SA Breaking News10/08 14:59
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MT Newswires10/08 13:20
IWM Performance
| Total Return (Price) | Total Return (NAV) | Cat. Total Return (NAV) | % Rank in Cat. (NAV) | |
|---|---|---|---|---|
| 1M | -9.73% | -9.72% | -8.80% | 74 |
| 3M | -8.28% | -8.21% | -7.52% | 72 |
| 6M | -0.12% | -0.09% | -0.77% | 45 |
| YTD | 1.62% | 1.68% | -0.40% | 31 |
| 1Y | 3.93% | 4.04% | 2.24% | 36 |
| 3Y | 11.49% | 11.49% | 9.51% | 22 |
| 5Y | 8.85% | 8.86% | 7.65% | 30 |
| 10Y | 12.99% | 13.05% | 12.72% | 43 |
IWM Asset Allocation
| Type | % Net | % Long | % Short |
|---|---|---|---|
| Cash | 0.22% | 0.22% | 0.00% |
| Stock | 99.78% | 99.78% | 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 | 99.49% |
| North America | 99.22% |
| Latin America | 0.27% |
| Greater Europe | 0.38% |
| United Kingdom | 0.14% |
| Europe Developed | 0.08% |
| Europe Emerging | 0.01% |
| Africa/Middle East | 0.14% |
| 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 | 5.43% |
| Communication Services | 1.39% |
| Consumer Cyclical | 13.01% |
| Consumer Defensive | 3.45% |
| Energy | 4.27% |
| Financial Services | 17.23% |
| Healthcare | 14.53% |
| Industrials | 14.19% |
| Real Estate | 8.00% |
| Technology | 15.11% |
| Utilities | 3.39% |
IWM Stock Market Capitalization
| Giant | 0.00% |
| Large | 0.00% |
| Medium | 21.73% |
| Small | 67.52% |
| Micro | 10.74% |
IWM Stock Style Exposure
| Large Cap Value | 0.00% |
| Large Cap Blend | 0.00% |
| Large Cap Growth | 0.00% |
| Mid Cap Value | 5.37% |
| Mid Cap Blend | 5.50% |
| Mid Cap Growth | 11.00% |
| Small Cap Value | 24.00% |
| Small Cap Blend | 27.54% |
| Small Cap Growth | 26.60% |
View More Holdings
As of Oct. 11, 2018
IWM Top 10 Holdings
| Symbol | Name | % Weight | Price | % Chg |
|---|---|---|---|---|
| FIVE | Five Below Inc | 0.30% | 114.14 | -0.38% |
| IDTI | Integrated Device Technology Inc | 0.29% | 46.76 | -0.11% |
| HAE | Haemonetics Corp | 0.27% | 107.02 | +0.56% |
| LIVN | LivaNova PLC | 0.27% | 113.25 | -0.26% |
| IDA | Idacorp Inc | 0.24% | 95.49 | +0.00% |
| ETSY | Etsy Inc | 0.23% | 41.15 | -0.96% |
| HUBS | HubSpot Inc | 0.22% | 129.52 | -0.33% |
| HQY | HealthEquity Inc | 0.22% | 82.63 | -1.02% |
| TXRH | Texas Roadhouse Inc | 0.21% | 66.51 | +1.19% |
| MTG | MGIC Investment Corp | 0.21% | 12.25 | +0.08% |
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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 | 2.38 yrs |
| Amy Whitelaw | 0.08 yrs |
| Diane Hsiung | 10.67 yrs |
| Greg Savage | 10.67 yrs |
| Jennifer Hsui | 6.09 yrs |
| Rachel Aguirre | 0.08 yrs |
IWM Net Fund Flows
| 1M | 2.397B |
| 3M | 1.428B |
| 6M | 3.132B |
| YTD | 2.184B |
| 1Y | 2.922B |
| 3Y | 8.670B |
| 5Y | 6.799B |
| 10Y | 11.82B |
IWM Risk Info
| Beta (5Y) | 1.053 |
| Max Drawdown (All) | 59.03% |
| Historical Sharpe (10Y) | 0.6893 |
| Historical Sortino (All) | 0.656 |
| 30-Day Rolling Volatility | 12.91% |
| Daily Value at Risk (VaR) 1% (All) | 3.79% |
| Monthly Value at Risk (VaR) 1% (All) | 17.62% |
IWM Fundamentals
| Dividend Yield TTM (10-15-18) | 1.29% |
| 30-Day SEC Yield (4-30-18) | 1.17% |
| 7-Day SEC Yield | -- |
| Weighted Average PE Ratio | 17.87 |
| Weighted Average Price to Sales Ratio | 1.221 |
| Weighted Average Price to Book Ratio | 2.222 |
| Weighted Median ROE | 7.66% |
| Weighted Median ROA | 0.72% |
| Forecasted Dividend Yield | 1.42% |
| Forecasted PE Ratio | 17.23 |
| Forecasted Price to Sales Ratio | 1.193 |
| Forecasted Price to Book Ratio | 2.076 |
| Number of Holdings | 2040 |
IWM Growth Estimates
| Forecasted 5 Yr Earnings Growth | 12.80% |
| Forecasted Book Value Growth | -70.81% |
| Forecasted Cash Flow Growth | -87.67% |
| Forecasted Earnings Growth | 4.34% |
| Forecasted Revenue Growth | -53.59% |
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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