iShares Russell 2000 ETF (IWM)

168.48
Delayed Data
As of Jul 20
 -0.69 / -0.41%
Today’s Change
134.12
Today|||52-Week Range
170.20
+10.51%
Year-to-Date

Investment Objective

The investment seeks to track the investment results of the Russell 2000- Index- which measures the performance of the small-capitalization sector of the U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures- options and swap contracts- cash and cash equivalents- as well as in securities not included in the underlying index- but which the advisor believes will help the fund track the underlying index.

Performance

1 month-0.51% 3 years+12.01%
3 months+8.79% 5 years+11.61%
1 year+19.13% Since inception+8.68%
Data through 07/21/2018

Quote Details

Previous close$169.17
Open day’s range168.35 – 169.31
Net asset value (NAV)168.53 (07/20/2018)
Daily volume17,570,893
Average volume (3 months)20,366,049
Data as of 8:00pm ET, 07/20/2018

Peer Comparisonvs. Small blend ETFs

 IWMCategory
Performance 5-yr return+11.61%+11.02%
Expense Gross exp ratio0.20%1.18%
Risk 5 year sharpe ratio0.890.82
Net assets$47.0B$1.1B
Average market cap$1.8B$3.0B
Average P/E18.020.1
Dividend / Share--0.09%

Competitors

VB Vanguard Small-Cap Index Fund ETF Shares
IJR iShares Core S&P Small-Cap ETF
SCHA Schwab US Small-Cap ETF

Holdings

Top 5 Sectors
Portfolio weighting
Financial service 19.97%
Industrial materials 13.22%
Healthcare 11.12%
Consumer goods 9.13%
Business service 8.86%
Top 10 Holdings
Portfolio weighting
FIVE Five Below Inc0.24%
ETSY Etsy Inc0.23%
BLKB Blackbaud Inc0.23%
LIVN LivaNova PLC0.22%
HAE Haemonetics Corp0.22%
ENTG Entegris Inc0.22%
IDA Idacorp Inc0.21%
MDSO Medidata Solutions Inc0.21%
FGEN FibroGen Inc0.21%
LOXO Loxo Oncology Inc0.21%