iShares Russell 2000 ETF (IWM)
169.82
-0.45 -0.26%
NYSE Arca
Sep 19, 16:59
Delayed 2m
USD
IWM Key Stats
| Net Asset Value | Upgrade |
| Discount or Premium to NAV | Upgrade |
| Turnover Ratio | Upgrade |
| 1 Year Fund Level Flows | Upgrade |
View All IWM News
IWM News
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WireHeadlineTime (ET)
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MT Newswires09/19 13:30
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MT Newswires09/19 09:20
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MT Newswires09/18 13:35
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MT Newswires09/18 09:27
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MT Newswires09/17 13:34
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MT Newswires09/17 09:20
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MT Newswires09/14 13:34
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MT Newswires09/14 09:26
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MT Newswires09/13 13:39
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MT Newswires09/13 09:23
IWM Performance
| Total Return (Price) | Total Return (NAV) | Cat. Total Return (NAV) | % Rank in Cat. (NAV) | |
|---|---|---|---|---|
| 1M | 1.14% | 1.18% | 0.62% | 28 |
| 3M | 1.35% | 1.39% | 1.12% | 52 |
| 6M | 8.55% | 8.53% | 6.73% | 33 |
| YTD | 12.35% | 12.37% | 9.11% | 23 |
| 1Y | 20.20% | 20.22% | 17.04% | 24 |
| 3Y | 15.34% | 15.35% | 13.45% | 23 |
| 5Y | 11.24% | 11.24% | 9.85% | 26 |
| 10Y | 10.62% | 10.55% | 10.13% | 41 |
IWM Asset Allocation
| Type | % Net | % Long | % Short |
|---|---|---|---|
| Cash | 0.26% | 0.26% | 0.00% |
| Stock | 99.73% | 99.73% | 0.00% |
| Bond | 0.00% | 0.00% | 0.00% |
| Convertible | 0.00% | 0.00% | 0.00% |
| Preferred | 0.00% | 0.00% | 0.00% |
| Other | 0.00% | 0.00% | 0.00% |
IWM Region Exposure
| Americas | 99.51% |
| North America | 99.27% |
| Latin America | 0.25% |
| Greater Europe | 0.36% |
| United Kingdom | 0.15% |
| Europe Developed | 0.07% |
| Europe Emerging | 0.01% |
| Africa/Middle East | 0.13% |
| Greater Asia | 0.13% |
| Japan | 0.00% |
| Australasia | 0.00% |
| Asia Developed | 0.10% |
| Asia Emerging | 0.03% |
| Market Classification | |
| % Developed Markets | 99.83% |
| % Emerging Markets | 0.17% |
IWM Stock Sector Exposure
| Basic Materials | 5.64% |
| Communication Services | 1.36% |
| Consumer Cyclical | 13.15% |
| Consumer Defensive | 3.42% |
| Energy | 3.87% |
| Financial Services | 16.88% |
| Healthcare | 14.35% |
| Industrials | 14.35% |
| Real Estate | 8.09% |
| Technology | 15.72% |
| Utilities | 3.19% |
IWM Stock Market Capitalization
| Giant | 0.00% |
| Large | 0.00% |
| Medium | 23.02% |
| Small | 67.05% |
| Micro | 9.94% |
IWM Stock Style Exposure
| Large Cap Value | 0.00% |
| Large Cap Blend | 0.00% |
| Large Cap Growth | 0.00% |
| Mid Cap Value | 5.73% |
| Mid Cap Blend | 6.18% |
| Mid Cap Growth | 11.19% |
| Small Cap Value | 23.93% |
| Small Cap Blend | 26.19% |
| Small Cap Growth | 26.77% |
View More Holdings
As of Sept. 18, 2018
IWM Top 10 Holdings
| Symbol | Name | % Weight | Price | % Chg |
|---|---|---|---|---|
| FIVE | Five Below Inc | 0.31% | 126.40 | -2.96% |
| IDTI | Integrated Device Technology Inc | 0.28% | 47.19 | +0.02% |
| ETSY | Etsy Inc | 0.27% | 50.12 | -2.92% |
| LIVN | LivaNova PLC | 0.27% | 120.43 | -3.29% |
| HAE | Haemonetics Corp | 0.26% | 109.75 | -0.03% |
| LGND | Ligand Pharmaceuticals Inc | 0.24% | 263.95 | -0.67% |
| HUBS | HubSpot Inc | 0.24% | 148.50 | -2.69% |
| TDOC | Teladoc Health Inc | 0.23% | 75.40 | -2.01% |
| IDA | Idacorp Inc | 0.22% | 98.42 | -2.65% |
| BLKB | Blackbaud Inc | 0.22% | 99.79 | -4.26% |
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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 | 2.30 yrs |
| Amy Whitelaw | 0.00 yrs |
| Diane Hsiung | 10.59 yrs |
| Greg Savage | 10.59 yrs |
| Jennifer Hsui | 6.00 yrs |
| Rachel Aguirre | 0.00 yrs |
IWM Net Fund Flows
| 1M | 327.72M |
| 3M | -905.00M |
| 6M | 2.747B |
| YTD | -212.39M |
| 1Y | 2.983B |
| 3Y | 8.432B |
| 5Y | 6.376B |
| 10Y | 15.30B |
IWM Risk Info
| Beta (5Y) | 1.064 |
| Max Drawdown (All) | 59.03% |
| Historical Sharpe (10Y) | 0.6545 |
| Historical Sortino (All) | 0.6683 |
| 30-Day Rolling Volatility | 8.58% |
| Daily Value at Risk (VaR) 1% (All) | 3.80% |
| Monthly Value at Risk (VaR) 1% (All) | 17.63% |
IWM Fundamentals
| Dividend Yield TTM (9-19-18) | 1.11% |
| SEC Yield (4-30-18) | 1.17% |
| Weighted Average PE Ratio | 18.60 |
| Weighted Average Price to Sales Ratio | 1.270 |
| Weighted Average Price to Book Ratio | 2.316 |
| Weighted Median ROE | 7.65% |
| Weighted Median ROA | 0.77% |
| Forecasted Dividend Yield | 1.35% |
| Forecasted PE Ratio | 17.91 |
| Forecasted Price to Sales Ratio | 1.238 |
| Forecasted Price to Book Ratio | 2.176 |
| Number of Holdings | 2006 |
IWM Growth Estimates
| Forecasted 5 Yr Earnings Growth | 12.78% |
| Forecasted Book Value Growth | -70.71% |
| Forecasted Cash Flow Growth | -87.66% |
| Forecasted Earnings Growth | 4.45% |
| Forecasted Revenue Growth | -53.59% |
IWM Attributes
| Key Dates | |
|---|---|
| Inception Date | 5/22/2000 |
| Termination Date | |
| Last Annual Report Date | 3/31/2018 |
| Last Prospectus Date | 8/1/2018 |
| Attributes | |
| Exchange Traded Share | Yes |
| Exchange Traded Note | No |
| Enhanced Index Fund | No |
| Fixed Distribution Fund | No |
| High-Net Worth Individual 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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