iShares Russell 2000 ETF (IWM)

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168.65 +0.05  +0.03% NYSE Arca Jun 19, 17:00 Delayed 2m USD
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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
As of June 18, 2018. Returns for periods of 1 year and above are annualized.

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%
As of June 15, 2018

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%
As of June 14, 2018. Region breakdown data is calculated by using the long position holdings of the portfolio.

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%
As of June 15, 2018

IWM Stock Market Capitalization

Giant 0.00%
Large 0.00%
Medium 31.01%
Small 59.84%
Micro 9.15%
As of June 15, 2018

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%
As of June 15, 2018
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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%
As of June 15, 2018
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IWM One Page Reports

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
As of May 31, 2018

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
As of June 15, 2018

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%
As of June 15, 2018

IWM Comparables

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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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