iShares Russell 2000 ETF (IWM)

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144.30 +0.61  +0.42% NYSE Arca Sep 22, 20:00 Delayed 2m USD
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IWM Price Chart

IWM Key Stats

IWM Performance

  Total Return (Price) Total Return (NAV) Cat. Total Return (NAV) % Rank in Cat. (NAV)
1M 5.88% 5.91% 5.85% 25
3M 3.54% 3.63% 3.27% 39
6M 8.47% 8.54% 6.30% 22
1Y 16.44% 16.45% 16.09% 32
3Y 10.29% 10.31% 7.49% 24
5Y 12.74% 12.74% 11.68% 39
10Y 7.50% 7.49% 6.80% 37
As of Sept. 22, 2017. Returns for periods of 1 year and above are annualized.

IWM Asset Allocation

Type % Net % Long % Short
Cash 0.37% 0.37% 0.00
Stock 99.61% 99.61% 0.00
Bond 0.00 0.00 0.00
Convertible 0.01% 0.01% 0.00
Preferred 0.01% 0.01% 0.00
Other 0.00 0.00 0.00
As of Sept. 21, 2017

IWM Region Exposure

Americas 99.26%
North America 99.08%
Latin America 0.18%
Greater Europe 0.62%
United Kingdom 0.35%
Europe Developed 0.09%
Europe Emerging 0.02%
Africa/Middle East 0.16%
Greater Asia 0.12%
Japan 0.00
Australasia 0.00
Asia Developed 0.03%
Asia Emerging 0.09%
Market Classification
% Developed Markets 99.77%
% Emerging Markets 0.23%
As of Sept. 20, 2017. Region breakdown data is calculated by using the long position holdings of the portfolio.

IWM Stock Sector Exposure

Basic Materials 5.69%
Communication Services 1.23%
Consumer Cyclical 11.55%
Consumer Defensive 3.51%
Energy 3.01%
Financial Services 17.22%
Healthcare 14.61%
Industrials 14.40%
Real Estate 8.28%
Technology 16.76%
Utilities 3.74%
As of Sept. 21, 2017

IWM Stock Market Capitalization

Giant 0.00
Large 0.01%
Medium 4.77%
Small 61.50%
Micro 33.72%
As of Sept. 21, 2017

IWM Stock Style Exposure

Large Cap Value 0.00
Large Cap Blend 0.00
Large Cap Growth 0.01%
Mid Cap Value 0.86%
Mid Cap Blend 0.91%
Mid Cap Growth 3.17%
Small Cap Value 27.32%
Small Cap Blend 32.30%
Small Cap Growth 35.42%
As of Sept. 21, 2017
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IWM Top 10 Holdings

Symbol Name % Weight Price % Chg
KITE Kite Pharma Inc 0.44% 179.30 -0.04%
BLUE bluebird bio Inc 0.29% 128.75 +0.70%
EXAS Exact Sciences Corp 0.27% 45.96 +2.13%
KNX Knight-Swift Transportation Holdings Inc A 0.26% 41.02 -0.82%
CTLT Catalent Inc 0.25% 40.76 +1.29%
MKSI MKS Instruments Inc 0.24% 91.35 +1.61%
AZPN Aspen Technology Inc 0.24% 63.94 +0.77%
GPT Gramercy Property Trust 0.23% 30.31 -0.85%
GRUB GrubHub Inc 0.23% 51.69 -3.40%
CW Curtiss-Wright Corp 0.23% 104.34 +0.61%
As of Sept. 21, 2017
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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 1.38 yrs
Diane Hsiung 9.67 yrs
Greg Savage 9.67 yrs
Jennifer Hsui 5.09 yrs

IWM Net Fund Flows

1M 1.830B
3M 756.21M
6M -720.31M
YTD -3.058B
1Y 4.252B
3Y 6.428B
5Y 8.728B
10Y 13.00B
As of Aug. 31, 2017

IWM Risk Info

Beta (5Y) 1.156
Max Drawdown (All) 59.89%
Historical Sharpe (10Y) 0.4285
Historical Sortino (All) 0.6063
30-Day Rolling Volatility 10.21%
Daily Value at Risk (VaR) 1% (All) 3.84%
Monthly Value at Risk (VaR) 1% (All) 17.72%

IWM Fundamentals

Dividend Yield TTM (9-22-17) 1.32%
SEC Yield (12-31-15) 1.52%
Weighted Average PE Ratio 20.17
Weighted Average Price to Sales Ratio 1.195
Weighted Average Price to Book Ratio 2.077
Weighted Median ROE 5.74%
Weighted Median ROA 0.36%
Forecasted Dividend Yield 1.46%
Forecasted PE Ratio 19.44
Forecasted Price to Sales Ratio 1.142
Forecasted Price to Book Ratio 1.952
Number of Holdings 2010
As of Sept. 21, 2017

IWM Growth Estimates

Forecasted 5 Yr Earnings Growth 11.15%
Forecasted Book Value Growth -20.70%
Forecasted Cash Flow Growth -12.72%
Forecasted Earnings Growth -0.54%
Forecasted Revenue Growth -12.57%
As of Sept. 21, 2017

IWM Comparables

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IWM 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.

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