iShares Russell 2000 ETF (IWM)
143.24
+0.14 +0.10%
NYSE Arca
Jul 20, 16:59
Delayed 2m
USD
IWM Key Stats
| Expense Ratio | 0.20% |
| Share Class Assets Under Management | 36.44B |
| 30-Day Average Daily Volume | Upgrade |
| Net Asset Value | 143.14 |
| Discount or Premium to NAV | -0.03% |
| Turnover Ratio | 15.00 |
View All IWM News
IWM News
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WireHeadlineTime (ET)
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Yahoo07/20 16:57
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Yahoo07/20 15:05
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MT Newswires07/20 13:38
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Yahoo07/20 11:29
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MT Newswires07/20 09:39
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Yahoo07/20 08:00
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Yahoo07/20 07:38
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Yahoo07/20 07:00
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MT Newswires07/19 13:26
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Yahoo07/19 11:04
IWM Performance
| Total Return | Cat. Total Return (NAV) | % Rank in Cat. (NAV) | |
|---|---|---|---|
| 1M | 1.77% | 1.26% | 40 |
| 3M | 5.84% | 4.15% | 26 |
| 6M | 7.77% | 4.13% | 23 |
| 1Y | 21.66% | 16.76% | 15 |
| 3Y | 9.38% | 6.85% | 23 |
| 5Y | 14.07% | 12.71% | 36 |
| 10Y | 6.94% | 6.03% | 30 |
Returns for periods of 1 year and above are annualized.
IWM Asset Allocation
| Type | % Net | % Long | % Short |
|---|---|---|---|
| Cash | 0.12% | 0.16% | 0.04% |
| Stock | 99.86% | 99.86% | 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 | 99.27% |
| North America | 99.12% |
| Latin America | 0.15% |
| Greater Europe | 0.61% |
| United Kingdom | 0.32% |
| Europe Developed | 0.10% |
| Europe Emerging | 0.02% |
| Africa/Middle East | 0.18% |
| Greater Asia | 0.12% |
| Japan | 0.00 |
| Australasia | 0.00 |
| Asia Developed | 0.03% |
| Asia Emerging | 0.09% |
| Market Classification | |
| % Developed Markets | 99.78% |
| % Emerging Markets | 0.22% |
Region breakdown data is calculated by using the long position holdings of the portfolio.
IWM Stock Sector Exposure
| Basic Materials | 5.62% |
| Communication Services | 1.21% |
| Consumer Cyclical | 11.88% |
| Consumer Defensive | 3.56% |
| Energy | 2.98% |
| Financial Services | 17.42% |
| Healthcare | 13.92% |
| Industrials | 14.11% |
| Real Estate | 8.44% |
| Technology | 17.22% |
| Utilities | 3.65% |
IWM Stock Market Capitalization
| Giant | 0.00 |
| Large | 0.01% |
| Medium | 3.02% |
| Small | 64.07% |
| 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 | 0.22% |
| Mid Cap Blend | 0.81% |
| Mid Cap Growth | 2.08% |
| Small Cap Value | 28.65% |
| Small Cap Blend | 32.51% |
| Small Cap Growth | 35.72% |
View More Holdings
As of July 18, 2017
IWM Top 10 Holdings
| Symbol | Name | % Weight | Price | % Chg |
|---|---|---|---|---|
| KITE | Kite Pharma Inc | 0.26% | 109.75 | +4.10% |
| GPT | Gramercy Property Trust | 0.23% | 30.06 | -0.36% |
| CTLT | Catalent Inc | 0.23% | 35.87 | -0.55% |
| MDSO | Medidata Solutions Inc | 0.23% | 75.73 | -1.02% |
| PRXL | Parexel International Corp | 0.23% | 87.37 | -0.02% |
| MTG | MGIC Investment Corp | 0.22% | 11.75 | -0.76% |
| FICO | Fair Isaac Corp | 0.22% | 142.64 | -0.33% |
| WGL | WGL Holdings Inc | 0.22% | 84.25 | +0.07% |
| IDA | Idacorp Inc | 0.22% | 86.21 | +1.58% |
| MASI | Masimo Corp | 0.22% | 97.28 | +1.26% |
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IWM Ratings
| Fiduciary Score | Upgrade |
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 | 1.21 yrs |
| Diane Hsiung | 9.50 yrs |
| Greg Savage | 9.50 yrs |
| Jennifer Hsui | 4.92 yrs |
IWM Net Fund Flows
| 1M | 1.656B |
| 3M | -1.510B |
| 6M | -2.158B |
| YTD | -2.158B |
| 1Y | 5.808B |
| 3Y | 6.404B |
| 5Y | 9.946B |
| 10Y | 15.27B |
IWM Risk Info
| Beta (5Y) | 1.158 |
| Max Drawdown (All) | 59.89% |
| Historical Sharpe (10Y) | 0.4041 |
| Historical Sortino (All) | 0.6122 |
| 30-Day Rolling Volatility | 10.99% |
| Daily Value at Risk (VaR) 1% (All) | 3.85% |
| Monthly Value at Risk (VaR) 1% (All) | 17.75% |
IWM Fundamentals
| Dividend Yield TTM (7-20-17) | 1.33% |
| SEC Yield (12-31-15) | 1.52% |
| Weighted Average PE Ratio | 21.17 |
| Weighted Average Price to Sales Ratio | 1.214 |
| Weighted Average Price to Book Ratio | 2.138 |
| Weighted Median ROE | 6.14% |
| Weighted Median ROA | 0.69% |
| Forecasted Dividend Yield | 1.50% |
| Forecasted PE Ratio | 19.62 |
| Forecasted Price to Sales Ratio | 1.156 |
| Forecasted Price to Book Ratio | 1.996 |
| Number of Holdings | 2011 |
IWM Growth Estimates
| Forecasted 5 Yr Earnings Growth | 10.86% |
| Forecasted Book Value Growth | -19.89% |
| Forecasted Cash Flow Growth | -7.71% |
| Forecasted Earnings Growth | -0.06% |
| Forecasted Revenue Growth | -12.15% |
IWM Comparables
EditIWM Attributes
| Key Dates | |
|---|---|
| Inception Date | 5/22/2000 |
| Last Annual Report Date | 3/31/2017 |
| Last Prospectus Date | 8/1/2016 |
| 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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