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.

IWM MSCI ESG Analytics Insight

iShares Russell 2000 ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.57 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. iShares Russell 2000 ETF ranks in the 18th percentile within its peer group and in the 12nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

PERFORMANCE [as of 07/16/21] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
IWM -5.53% -2.82% 11.37% 49.56% 10.48% 14.15% 11.73%
IWM (NAV) -6.48% -4.20% 9.99% 48.81% 10.17% 13.85% 11.59%
Russell 2000 Index -6.47% -4.17% 10.07% 48.97% 10.25% 13.90% 11.59%
MSCI USA Small Cap Index -5.13% -3.52% 12.47% 49.94% 12.14% 14.62% 12.64%
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%
$65.21B
$5.30B
0.00%

IWM Portfolio Data

$3.84B
-259.92
2.75
0.88%
09/24/21
2,020

IWM Index Data

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

IWM Portfolio Management

0.19%
-0.09%
-0.04%
-0.25%

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 07/19/21
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

23,570,930
$5.30B
22,292,445
$4.99B
0.00%
$0.01
0.01%
0.23% / -0.21%
None
96.00%
50,000
445.85
0.03%
0.06%
6,156,955
$214.90
5

IWM Sector/Industry Breakdown


IWM
Segment Benchmark
21.66%
22.93%
16.86%
16.06%
16.72%
13.35%
13.63%
14.32%
12.98%
14.04%
5.07%
5.44%
4.11%
3.81%
3.74%
4.08%
2.51%
1.97%
1.06%
0.65%

IWM Countries


IWM
Segment Benchmark
99.61%
99.95%
0.39%
0.05%

IWM Regions


IWM
Segment Benchmark
100.00%
100.00%

IWM Economic Development


IWM
Segment Benchmark
100.00%
100.00%

IWM Performance Statistics

0.98
1.11
1.13
1.10
0.25%
MSCI USA Small Cap Index

IWM MSCI ESG Ratings

4.57 / 10
12.36
18.42
4.39%
6.10%
135.94

IWM Benchmark Comparison Holdings

2,020
1871
1,370
53.06%

IWM Benchmark Comparison Summary


IWM
Segment Benchmark
2,020
1871
$3.84B
$5.48B
-259.92
179.65
2.75
2.87
0.88%
0.99%
Low
Low

IWM Benchmark Comparison Market Cap Size


IWM
Segment Benchmark
2.43%
2.84%
57.15%
74.83%
34.90%
21.42%
5.52%
0.92%