IWM iShares Russell 2000 ETF
*Unless otherwise stated, data provided by FactSet.
What is IWM?
IWM tracks a market-cap-weighted index of US small-cap stocks. The index selects stocks ranked 1,001-3,000 by market cap.
IWM Factset Analytics Insight
IWM is among the best choices in the crowded US small-cap field. The fund tracks the popular Russell 2000 index. IWM's broad basket makes it one of the most diversified funds in the segment. Notably, the fund delves into micro-cap territory, and has often been riskier than our neutral benchmark (as measured by beta) as a consequence. However, including micro-caps is a valid and possibly desirable approach to small-caps, and IWM looks reasonably similar to the benchmark in most other respects.
PERFORMANCE [as of 01/20/23]
1 MONTH
3 MONTHS
YTD
1 YEAR
3 YEARS
5 YEARS
10 YEARS
IWM
7.01%
9.97%
6.13%
-6.49%
4.36%
4.45%
9.09%
IWM (NAV)
6.98%
10.03%
6.10%
-6.43%
4.38%
4.45%
9.09%
MSCI USA Small Cap Index
7.37%
12.29%
6.32%
-4.05%
7.01%
6.72%
10.63%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.
IWM Summary Data
05/22/00
Open-Ended Fund
0.19%
$52.99B
$3.60B
0.01%
IWM Portfolio Data
$2.94B
27.89
2.07
1.40%
03/23/23
1,953
IWM Index Data
Market Cap
Market Cap
MSCI USA Small Cap Index
IWM Portfolio Management
0.19%
-0.11%
-0.02%
-0.15%
IWM Tax Exposures
20.00% / 39.60%
--
Qualified dividends
No
IWM Fund Structure
Open-Ended Fund
No
Yes
-- / --
N/A
N/A
Low
Daily
IWM Factset Analytics Block Liquidity
As of 01/23/23
5
4
3
2
1
This measurement shows how easy it is to trade a $1 million USD block of IWM. IWM is rated a 5 out of 5.
IWM Tradability
19,973,977
$3.60B
19,709,258
$3.56B
0.01%
$0.01
-0.01%
0.16% / -0.13%
None
99.82%
50,000
394.19
0.03%
0.07%
8,690,861
$185.10
5
IWM Sector/Industry Breakdown
IWM
Segment Benchmark
23.88%
--
13.17%
--
8.43%
--
7.35%
--
6.87%
--
4.22%
--
3.89%
--
3.80%
--
3.67%
--
3.46%
--
IWM Top 10 Holdings[View All]
Crocs, Inc.
0.31%
EMCOR Group, Inc.
0.28%
Saia, Inc.
0.28%
Texas Roadhouse, Inc.
0.27%
Shockwave Medical, Inc.
0.27%
2.84%
IWM Countries
IWM
Segment Benchmark
99.58%
100.00%
0.32%
--
0.08%
--
IWM Regions
IWM
Segment Benchmark
99.91%
100.00%
0.08%
--
IWM Economic Development
IWM
Segment Benchmark
99.99%
100.00%
0.00%
0.00%
IWM Performance Statistics
0.99
1.02
1.02
1.00
0.16%
MSCI USA Small Cap Index
IWM Benchmark Comparison Summary
IWM
Segment Benchmark
1,953
1951
$2.94B
$5.15B
27.89
20.06
2.07
2.26
1.28%
1.35%
Low
Low
IWM Benchmark Comparison Market Cap Size
IWM
Segment Benchmark
0.06%
2.85%
49.41%
70.48%
43.64%
24.45%
6.43%
2.14%