iShares Russell 2000 ETF (IWM)

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146.56 +3.11  +2.17% NYSE Arca Dec 12, 13:36 Delayed 2m USD
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IWM Key Stats

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IWM Performance

  Total Return (Price) Total Return (NAV) Cat. Total Return (NAV) % Rank in Cat. (NAV)
1M -6.90% -6.92% -6.98% 41
3M -15.90% -15.90% -15.34% 53
6M -13.44% -13.45% -13.65% 48
YTD -5.09% -5.12% -7.36% 31
1Y -4.04% -4.03% -6.39% 29
3Y 10.15% 10.15% 7.56% 25
5Y 6.99% 6.99% 5.22% 26
10Y 13.87% 13.88% 12.83% 40
15Y 8.14% 8.15% 7.98% 39
20Y -- -- 8.77% --
As of Dec. 11, 2018. Returns for periods of 1 year and above are annualized.

IWM Asset Allocation

Type % Net % Long % Short
Cash 0.32% 0.32% 0.00%
Stock 99.68% 99.68% 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 Dec. 10, 2018

IWM Region Exposure

Americas 99.54%
North America 99.22%
Latin America 0.32%
Greater Europe 0.31%
United Kingdom 0.15%
Europe Developed 0.09%
Europe Emerging 0.01%
Africa/Middle East 0.05%
Greater Asia 0.15%
Japan 0.00%
Australasia 0.00%
Asia Developed 0.12%
Asia Emerging 0.04%
Market Classification
% Developed Markets 99.88%
% Emerging Markets 0.12%
As of Dec. 7, 2018. Region breakdown data is calculated by using the long position holdings of the portfolio.

IWM Stock Sector Exposure

Basic Materials 4.90%
Communication Services 1.37%
Consumer Cyclical 13.03%
Consumer Defensive 3.64%
Energy 3.12%
Financial Services 16.96%
Healthcare 14.45%
Industrials 14.02%
Real Estate 8.74%
Technology 15.95%
Utilities 3.82%
As of Dec. 10, 2018

IWM Stock Market Capitalization

Giant 0.00%
Large 0.00%
Medium 21.62%
Small 67.71%
Micro 10.67%
As of Dec. 10, 2018

IWM Stock Style Exposure

Large Cap Value 0.00%
Large Cap Blend 0.00%
Large Cap Growth 0.00%
Mid Cap Value 4.64%
Mid Cap Blend 7.08%
Mid Cap Growth 10.01%
Small Cap Value 22.93%
Small Cap Blend 27.27%
Small Cap Growth 28.07%
As of Dec. 10, 2018
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IWM Top 10 Holdings

Symbol Name % Weight Price % Chg
ETSY Etsy Inc 0.34% 57.57 +4.14%
IDTI Integrated Device Technology Inc 0.32% 47.89 +0.04%
FIVE Five Below Inc 0.29% 102.68 +3.23%
HAE Haemonetics Corp 0.28% 104.53 +1.25%
IDA Idacorp Inc 0.26% 101.76 -0.02%
HUBS HubSpot Inc 0.25% 136.91 +4.33%
PLNT Planet Fitness Inc A 0.25% 55.31 +3.44%
LIVN LivaNova PLC 0.24% 99.04 +2.55%
PEB Pebblebrook Hotel Trust 0.24% 33.85 +2.23%
CIEN Ciena Corp 0.24% 32.00 +1.28%
As of Dec. 10, 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 -107.52M
3M 2.967B
6M 2.062B
YTD 2.755B
1Y -11.47M
3Y 8.579B
5Y 10.20B
10Y 15.26B
As of Nov. 30, 2018

IWM Risk Info

Beta (5Y) 1.120
Max Drawdown (All) 59.03%
Historical Sharpe (10Y) 0.8609
Historical Sortino (All) 0.6159
30-Day Rolling Volatility 23.95%
Daily Value at Risk (VaR) 1% (All) 3.78%
Monthly Value at Risk (VaR) 1% (All) 17.61%

IWM Fundamentals

Dividend Yield TTM (12-12-18) 1.36%
30-Day SEC Yield (4-30-18) 1.17%
7-Day SEC Yield --
Weighted Average PE Ratio 16.04
Weighted Average Price to Sales Ratio 1.132
Weighted Average Price to Book Ratio 2.038
Weighted Median ROE 7.68%
Weighted Median ROA 1.00%
Forecasted Dividend Yield 1.53%
Forecasted PE Ratio 16.06
Forecasted Price to Sales Ratio 1.125
Forecasted Price to Book Ratio 1.965
Number of Holdings 2022
As of Dec. 10, 2018

IWM Growth Estimates

Forecasted 5 Yr Earnings Growth 13.10%
Forecasted Book Value Growth -10.82%
Forecasted Cash Flow Growth -12.45%
Forecasted Earnings Growth 4.70%
Forecasted Revenue Growth -11.66%
As of Dec. 10, 2018

IWM Comparables

Edit
VTWO Vanguard Russell 2000 ETF
SCHA Schwab US Small-Cap ETF™
FNDA Schwab Fundamental US Small Company ETF
IJR iShares Core S&P Small-Cap ETF
SLY SPDR® S&P 600 Small Cap ETF

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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