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%
Russell 2000 Index 6.95% 10.00% 6.06% -6.41% 4.47% 4.52% 9.11%
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

Blackrock
iShares
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

Russell 2000 Index
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 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 Holdings

1,953
1951
1,526
53.00%

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%