iShares Russell 2000 ETF (IWM)

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148.03 +2.04  +1.40% NYSE Arca Nov 21, 20:00 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 -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% --
As of Nov. 21, 2018. Returns for periods of 1 year and above are annualized.

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%
As of Nov. 19, 2018

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%
As of Nov. 19, 2018. Region breakdown data is calculated by using the long position holdings of the portfolio.

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%
As of Nov. 19, 2018

IWM Stock Market Capitalization

Giant 0.00%
Large 0.00%
Medium 20.69%
Small 68.70%
Micro 10.61%
As of Nov. 19, 2018

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%
As of Nov. 19, 2018
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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%
As of Nov. 19, 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 2.55 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
As of Oct. 31, 2018

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
As of Nov. 19, 2018

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%
As of Nov. 19, 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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