iShares Russell 2000 ETF (IWM)
134.92
-0.01 -0.01%
NYSE Arca
Aug 18, 20:00
Delayed 2m
USD
IWM Key Stats
| Expense Ratio | 0.20% |
| Share Class Assets Under Management | 34.36B |
| 30-Day Average Daily Volume | Upgrade |
| Net Asset Value | 134.94 |
| Discount or Premium to NAV | -0.01% |
| Turnover Ratio | 15.00 |
View All IWM News
IWM News
-
WireHeadlineTime (ET)
-
Yahoo08/19 14:58
-
Yahoo08/18 18:20
-
MT Newswires08/18 13:26
-
Yahoo08/18 12:06
-
Yahoo08/18 11:08
-
Yahoo08/18 10:18
-
MT Newswires08/18 09:21
-
Yahoo08/18 09:07
-
Yahoo08/18 08:36
-
Yahoo08/18 07:37
IWM Performance
| Total Return | Cat. Total Return (NAV) | % Rank in Cat. (NAV) | |
|---|---|---|---|
| 1M | -4.78% | -4.51% | 57 |
| 3M | 0.10% | -0.38% | 35 |
| 6M | -2.31% | -3.22% | 35 |
| 1Y | 11.31% | 9.82% | 31 |
| 3Y | 7.00% | 5.25% | 27 |
| 5Y | 12.25% | 11.07% | 36 |
| 10Y | 7.12% | 6.47% | 33 |
IWM Asset Allocation
| Type | % Net | % Long | % Short |
|---|---|---|---|
| Cash | 0.23% | 0.23% | 0.00 |
| Stock | 99.75% | 99.75% | 0.00 |
| Bond | 0.00 | 0.00 | 0.00 |
| Convertible | 0.02% | 0.02% | 0.00 |
| Preferred | 0.01% | 0.01% | 0.00 |
| Other | 0.00 | 0.00 | 0.00 |
IWM Region Exposure
| Americas | 99.30% |
| North America | 99.14% |
| Latin America | 0.16% |
| Greater Europe | 0.59% |
| United Kingdom | 0.31% |
| Europe Developed | 0.09% |
| Europe Emerging | 0.02% |
| Africa/Middle East | 0.17% |
| Greater Asia | 0.11% |
| Japan | 0.00 |
| Australasia | 0.00 |
| Asia Developed | 0.03% |
| Asia Emerging | 0.08% |
| Market Classification | |
| % Developed Markets | 99.79% |
| % Emerging Markets | 0.21% |
IWM Stock Sector Exposure
| Basic Materials | 5.49% |
| Communication Services | 1.27% |
| Consumer Cyclical | 11.82% |
| Consumer Defensive | 3.63% |
| Energy | 2.66% |
| Financial Services | 17.43% |
| Healthcare | 13.97% |
| Industrials | 14.07% |
| Real Estate | 8.67% |
| Technology | 17.03% |
| Utilities | 3.95% |
IWM Stock Market Capitalization
| Giant | 0.00 |
| Large | 0.02% |
| Medium | 3.72% |
| Small | 63.37% |
| Micro | 32.90% |
IWM Stock Style Exposure
| Large Cap Value | 0.00 |
| Large Cap Blend | 0.00 |
| Large Cap Growth | 0.02% |
| Mid Cap Value | 0.57% |
| Mid Cap Blend | 0.54% |
| Mid Cap Growth | 2.72% |
| Small Cap Value | 27.04% |
| Small Cap Blend | 32.87% |
| Small Cap Growth | 36.24% |
View More Holdings
As of Aug. 17, 2017
IWM Top 10 Holdings
| Symbol | Name | % Weight | Price | % Chg |
|---|---|---|---|---|
| KITE | Kite Pharma Inc | 0.33% | 130.18 | +3.29% |
| GRUB | GrubHub Inc | 0.25% | 53.87 | +0.58% |
| GPT | Gramercy Property Trust | 0.24% | 28.91 | -0.93% |
| PRXL | Parexel International Corp | 0.24% | 87.66 | +0.02% |
| IDA | Idacorp Inc | 0.24% | 87.15 | +0.37% |
| AZPN | Aspen Technology Inc | 0.24% | 58.38 | +0.00% |
| CTLT | Catalent Inc | 0.23% | 34.55 | +1.05% |
| WGL | WGL Holdings Inc | 0.23% | 83.57 | -0.16% |
| MKSI | MKS Instruments Inc | 0.23% | 79.35 | -0.38% |
| FICO | Fair Isaac Corp | 0.23% | 137.94 | -0.45% |
Advertisement
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 | 1.29 yrs |
| Diane Hsiung | 9.59 yrs |
| Greg Savage | 9.59 yrs |
| Jennifer Hsui | 5.00 yrs |
IWM Net Fund Flows
| 1M | -2.730B |
| 3M | -5.947B |
| 6M | -4.138B |
| YTD | -4.887B |
| 1Y | 2.139B |
| 3Y | 4.709B |
| 5Y | 5.796B |
| 10Y | 12.26B |
IWM Risk Info
| Beta (5Y) | 1.156 |
| Max Drawdown (All) | 59.89% |
| Historical Sharpe (10Y) | 0.4451 |
| Historical Sortino (All) | 0.6119 |
| 30-Day Rolling Volatility | 11.66% |
| Daily Value at Risk (VaR) 1% (All) | 3.84% |
| Monthly Value at Risk (VaR) 1% (All) | 17.73% |
IWM Fundamentals
| Dividend Yield TTM (8-18-17) | 1.41% |
| SEC Yield (12-31-15) | 1.52% |
| Weighted Average PE Ratio | 21.55 |
| Weighted Average Price to Sales Ratio | 1.250 |
| Weighted Average Price to Book Ratio | 2.165 |
| Weighted Median ROE | 6.21% |
| Weighted Median ROA | 0.84% |
| Forecasted Dividend Yield | 1.44% |
| Forecasted PE Ratio | 20.12 |
| Forecasted Price to Sales Ratio | 1.192 |
| Forecasted Price to Book Ratio | 2.017 |
| Number of Holdings | 2003 |
IWM Growth Estimates
| Forecasted 5 Yr Earnings Growth | 10.96% |
| Forecasted Book Value Growth | -19.88% |
| Forecasted Cash Flow Growth | -7.65% |
| Forecasted Earnings Growth | 0.23% |
| Forecasted Revenue Growth | -12.07% |
IWM Comparables
EditIWM Attributes
| Key Dates | |
|---|---|
| Inception Date | 5/22/2000 |
| 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.
Access our powerful Excel Add-in with a YCharts Professional Membership. Learn More.
Advertisement
