iShares Russell 2000 ETF (IWM)
168.65
+0.05 +0.03%
NYSE Arca
Jun 19, 17:00
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 Newswires06/19 13:25
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MT Newswires06/19 09:17
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MT Newswires06/18 13:18
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MT Newswires06/18 09:09
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MT Newswires06/15 13:27
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MT Newswires06/15 09:18
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MT Newswires06/14 13:19
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MT Newswires06/14 09:19
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Yahoo06/13 18:47
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Yahoo06/13 14:55
IWM Performance
| Total Return (Price) | Total Return (NAV) | Cat. Total Return (NAV) | % Rank in Cat. (NAV) | |
|---|---|---|---|---|
| 1M | 4.16% | 4.15% | 4.63% | 28 |
| 3M | 7.10% | 7.04% | 5.79% | 30 |
| 6M | 9.94% | 9.96% | 8.06% | 21 |
| YTD | 10.85% | 10.83% | 7.42% | 20 |
| 1Y | 21.83% | 21.85% | 17.18% | 21 |
| 3Y | 11.21% | 11.21% | 9.85% | 25 |
| 5Y | 12.68% | 12.66% | 11.43% | 24 |
| 10Y | 10.32% | 10.33% | 9.35% | 31 |
IWM Asset Allocation
| Type | % Net | % Long | % Short |
|---|---|---|---|
| Cash | 0.18% | 0.18% | 0.00% |
| Stock | 99.81% | 99.81% | 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 | 99.34% |
| North America | 99.13% |
| Latin America | 0.21% |
| Greater Europe | 0.55% |
| United Kingdom | 0.42% |
| Europe Developed | 0.07% |
| Europe Emerging | 0.01% |
| 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 | 5.49% |
| Communication Services | 0.95% |
| Consumer Cyclical | 12.25% |
| Consumer Defensive | 3.25% |
| Energy | 3.24% |
| Financial Services | 17.12% |
| Healthcare | 15.69% |
| Industrials | 13.83% |
| Real Estate | 7.20% |
| Technology | 17.94% |
| Utilities | 3.03% |
IWM Stock Market Capitalization
| Giant | 0.00% |
| Large | 0.00% |
| Medium | 31.01% |
| Small | 59.84% |
| Micro | 9.15% |
IWM Stock Style Exposure
| Large Cap Value | 0.00% |
| Large Cap Blend | 0.00% |
| Large Cap Growth | 0.00% |
| Mid Cap Value | 6.02% |
| Mid Cap Blend | 8.51% |
| Mid Cap Growth | 16.72% |
| Small Cap Value | 20.67% |
| Small Cap Blend | 24.08% |
| Small Cap Growth | 24.00% |
View More Holdings
As of June 15, 2018
IWM Top 10 Holdings
| Symbol | Name | % Weight | Price | % Chg |
|---|---|---|---|---|
| GRUB | GrubHub Inc | 0.45% | 114.02 | -2.81% |
| BLUE | bluebird bio Inc | 0.39% | 178.00 | +0.76% |
| NKTR | Nektar Therapeutics Inc | 0.38% | 57.34 | -1.83% |
| EXAS | Exact Sciences Corp | 0.35% | 69.44 | -0.74% |
| AZPN | Aspen Technology Inc | 0.31% | 96.61 | -0.97% |
| SAGE | Sage Therapeutics Inc | 0.30% | 162.12 | -0.41% |
| NTNX | Nutanix Inc A | 0.30% | 61.55 | -3.39% |
| EHC | Encompass Health Corp | 0.29% | 67.86 | +0.23% |
| SRPT | Sarepta Therapeutics Inc | 0.27% | 144.15 | +36.97% |
| EPAM | EPAM Systems Inc | 0.27% | 123.20 | -2.55% |
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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 | 2.13 yrs |
| Diane Hsiung | 10.42 yrs |
| Greg Savage | 10.42 yrs |
| Jennifer Hsui | 5.83 yrs |
IWM Net Fund Flows
| 1M | 2.028B |
| 3M | 3.652B |
| 6M | -2.074B |
| YTD | 692.61M |
| 1Y | 4.644B |
| 3Y | 9.515B |
| 5Y | 10.02B |
| 10Y | 16.31B |
IWM Risk Info
| Beta (5Y) | 1.085 |
| Max Drawdown (All) | 59.03% |
| Historical Sharpe (10Y) | 0.5374 |
| Historical Sortino (All) | 0.6534 |
| 30-Day Rolling Volatility | 8.33% |
| Daily Value at Risk (VaR) 1% (All) | 3.83% |
| Monthly Value at Risk (VaR) 1% (All) | 17.67% |
IWM Fundamentals
| Dividend Yield TTM (6-19-18) | 1.13% |
| SEC Yield (4-30-18) | 1.17% |
| Weighted Average PE Ratio | 20.03 |
| Weighted Average Price to Sales Ratio | 1.330 |
| Weighted Average Price to Book Ratio | 2.320 |
| Weighted Median ROE | 6.61% |
| Weighted Median ROA | 0.93% |
| Forecasted Dividend Yield | 1.30% |
| Forecasted PE Ratio | 17.88 |
| Forecasted Price to Sales Ratio | 1.275 |
| Forecasted Price to Book Ratio | 2.165 |
| Number of Holdings | 1970 |
IWM Growth Estimates
| Forecasted 5 Yr Earnings Growth | 12.89% |
| Forecasted Book Value Growth | -9.61% |
| Forecasted Cash Flow Growth | -9.38% |
| Forecasted Earnings Growth | 4.69% |
| Forecasted Revenue Growth | -11.12% |
IWM Attributes
| Key Dates | |
|---|---|
| Inception Date | 5/22/2000 |
| Termination Date | |
| Last Annual Report Date | 3/31/2018 |
| 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 |
| 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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