iShares Russell 2000 ETF (IWM)
155.55
-0.84 -0.54%
NYSE Arca
Apr 20, 20:00
Delayed 2m
USD
IWM Key Stats
| Net Asset Value | Upgrade |
| Discount or Premium to NAV | Upgrade |
| Turnover Ratio | Upgrade |
View All IWM News
IWM News
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WireHeadlineTime (ET)
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MT Newswires04/20 15:01
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MT Newswires04/20 13:33
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MT Newswires04/20 08:46
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MT Newswires04/19 13:28
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MT Newswires04/19 09:21
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MT Newswires04/18 13:30
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MT Newswires04/18 09:20
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MT Newswires04/17 13:50
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MT Newswires04/17 09:13
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MT Newswires04/16 13:41
IWM Performance
| Total Return (Price) | Total Return (NAV) | Cat. Total Return (NAV) | % Rank in Cat. (NAV) | |
|---|---|---|---|---|
| 1M | -0.21% | -0.29% | -0.28% | 51 |
| 3M | -1.69% | -1.78% | -2.96% | 27 |
| 6M | 4.35% | 4.31% | 3.24% | 35 |
| YTD | 2.27% | 2.23% | 1.04% | 25 |
| 1Y | 14.58% | 14.48% | 11.97% | 25 |
| 3Y | 8.91% | 8.90% | 7.63% | 31 |
| 5Y | 12.97% | 12.96% | 11.70% | 28 |
| 10Y | 9.65% | 9.61% | 8.91% | 35 |
IWM Asset Allocation
| Type | % Net | % Long | % Short |
|---|---|---|---|
| Cash | 0.28% | 0.28% | 0.00% |
| Stock | 99.71% | 99.71% | 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 | 99.35% |
| North America | 99.16% |
| Latin America | 0.18% |
| Greater Europe | 0.55% |
| United Kingdom | 0.41% |
| 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 | 99.90% |
| % Emerging Markets | 0.10% |
IWM Stock Sector Exposure
| Basic Materials | 5.70% |
| Communication Services | 0.98% |
| Consumer Cyclical | 12.02% |
| Consumer Defensive | 3.21% |
| Energy | 3.38% |
| Financial Services | 17.16% |
| Healthcare | 15.54% |
| Industrials | 14.38% |
| Real Estate | 7.03% |
| Technology | 17.41% |
| Utilities | 3.18% |
IWM Stock Market Capitalization
| Giant | 0.00% |
| Large | 0.63% |
| Medium | 27.88% |
| Small | 61.24% |
| Micro | 10.24% |
IWM Stock Style Exposure
| Large Cap Value | 0.00% |
| Large Cap Blend | 0.00% |
| Large Cap Growth | 0.65% |
| Mid Cap Value | 6.14% |
| Mid Cap Blend | 6.81% |
| Mid Cap Growth | 15.09% |
| Small Cap Value | 21.33% |
| Small Cap Blend | 25.09% |
| Small Cap Growth | 24.88% |
View More Holdings
As of April 19, 2018
IWM Top 10 Holdings
| Symbol | Name | % Weight | Price | % Chg |
|---|---|---|---|---|
| NKTR | Nektar Therapeutics Inc | 0.63% | 86.21 | -4.37% |
| GRUB | GrubHub Inc | 0.41% | 101.67 | -0.07% |
| BLUE | bluebird bio Inc | 0.39% | 170.50 | +0.00% |
| SAGE | Sage Therapeutics Inc | 0.33% | 148.01 | -12.77% |
| AZPN | Aspen Technology Inc | 0.29% | 85.84 | -1.23% |
| CW | Curtiss-Wright Corp | 0.29% | 142.03 | -0.02% |
| NTNX | Nutanix Inc A | 0.28% | 54.03 | -2.03% |
| EPAM | EPAM Systems Inc | 0.28% | 118.11 | -0.90% |
| AVXS | AveXis Inc | 0.27% | 206.48 | -1.07% |
| PAYC | Paycom Software Inc | 0.27% | 115.76 | -0.86% |
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IWM One Page Reports
- One Page Report Download
IWM Basic Info
| Style | |
|---|---|
| Equity Style | Small Cap/Growth |
| 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 | 1.71 yrs |
| Diane Hsiung | 10.01 yrs |
| Greg Savage | 10.01 yrs |
| Jennifer Hsui | 5.42 yrs |
IWM Net Fund Flows
| 1M | 2.012B |
| 3M | -947.68M |
| 6M | -209.96M |
| YTD | -947.68M |
| 1Y | -162.86M |
| 3Y | 4.280B |
| 5Y | 7.277B |
| 10Y | 14.65B |
IWM Risk Info
| Beta (5Y) | 1.076 |
| Max Drawdown (All) | 59.03% |
| Historical Sharpe (10Y) | 0.5434 |
| Historical Sortino (All) | 0.6313 |
| 30-Day Rolling Volatility | 19.85% |
| Daily Value at Risk (VaR) 1% (All) | 3.84% |
| Monthly Value at Risk (VaR) 1% (All) | 17.69% |
IWM Fundamentals
| Dividend Yield TTM (4-20-18) | 1.22% |
| SEC Yield (12-31-15) | 1.52% |
| Weighted Average PE Ratio | 19.96 |
| Weighted Average Price to Sales Ratio | 1.250 |
| Weighted Average Price to Book Ratio | 2.198 |
| Weighted Median ROE | 6.34% |
| Weighted Median ROA | 0.44% |
| Forecasted Dividend Yield | 1.40% |
| Forecasted PE Ratio | 17.67 |
| Forecasted Price to Sales Ratio | 1.192 |
| Forecasted Price to Book Ratio | 2.046 |
| Number of Holdings | 1985 |
IWM Growth Estimates
| Forecasted 5 Yr Earnings Growth | 12.87% |
| Forecasted Book Value Growth | -9.96% |
| Forecasted Cash Flow Growth | -9.51% |
| Forecasted Earnings Growth | 3.34% |
| Forecasted Revenue Growth | -10.80% |
IWM Attributes
| Key Dates | |
|---|---|
| Inception Date | 5/22/2000 |
| Termination Date | |
| Last Annual Report Date | 3/31/2017 |
| 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 |
| 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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