IWM iShares Russell 2000 ETF

*Unless otherwise stated, data provided by FactSet.

IWM Fund Description

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 09/29/22] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
IWM -10.81% -2.16% -24.58% -23.79% 4.47% 3.60% 8.62%
IWM (NAV) -10.88% -2.23% -24.68% -23.81% 4.46% 3.60% 8.61%
Russell 2000 Index -- -- -- -- -- -- --
MSCI USA Small Cap Index -10.73% -2.64% -22.86% -21.07% 6.14% 5.68% 10.05%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

IWM Summary Data

Blackrock
iShares
05/22/00
Open-Ended Fund
0.19%
$49.48B
$3.99B
0.01%

IWM Portfolio Data

$2.81B
27.79
2.04
1.46%
09/26/22
1,963

IWM Index Data

Russell 2000 Index
Market Cap
Market Cap
MSCI USA Small Cap Index

IWM Portfolio Management

0.19%
-0.14%
-0.10%
-0.23%

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 09/30/22
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

22,261,424
$3.99B
21,134,453
$3.98B
0.01%
$0.01
0.00%
0.68% / -1.96%
None
99.94%
50,000
422.69
0.03%
0.07%
8,802,768
$166.02
5

IWM Sector/Industry Breakdown


IWM
Segment Benchmark
24.55%
--
14.35%
--
8.73%
--
7.24%
--
6.12%
--
4.34%
--
3.76%
--
3.55%
--
3.55%
--
3.37%
--

IWM Countries


IWM
Segment Benchmark
--
100.00%

IWM Regions


IWM
Segment Benchmark
--
100.00%

IWM Economic Development


IWM
Segment Benchmark
0.00%
0.00%
0.00%
100.00%

IWM Performance Statistics

0.99
1.03
1.02
0.99
0.19%
MSCI USA Small Cap Index

IWM Benchmark Comparison Holdings

1,963
1967
1,540
52.83%

IWM Benchmark Comparison Summary


IWM
Segment Benchmark
1,963
1967
$2.81B
$4.95B
27.79
19.51
2.04
2.19
1.24%
1.34%
Low
Low

IWM Benchmark Comparison Market Cap Size


IWM
Segment Benchmark
0.05%
2.84%
46.84%
68.81%
46.48%
26.19%
6.28%
2.05%

Options Strategies for Outcome Investing

Options allow you to customize investment outcomes. Using the strategy builders provided by Cboe Vest Technologies, you can construct some of the most common option strategies. Check out our user guide for more information on how to use the tool.

A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.