iShares Russell 2000 ETF (IWM)

185.61
Delayed Data
As of Nov 25
 +0.42 / +0.23%
Today’s Change
162.50
Today|||52-Week Range
227.13
-16.56%
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 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index (i.e., depositary receipts representing securities of the underlying index) and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.

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Performance

1 month+7.10% 3 years+6.67%
3 months-2.54% 5 years+5.48%
1 year-18.91% Since inception+7.64%
Data through 11/24/2022

Quote Details

Previous close$185.19
Open day’s range184.66 – 186.36
Net asset value (NAV)185.03 (11/23/2022)
Daily volume13,393,405
Average volume (3 months)26,128,025
Data as of 1:30pm ET, 11/25/2022

Peer Comparisonvs. Small blend ETFs

 IWMCategory
Performance 5-yr return+5.48%+3.74%
Expense Gross exp ratio0.19%0.99%
Risk 5 year sharpe ratio0.290.31
Net assets$53.1B$1.7B
Average market cap$2.2B$4.0B
Average P/E11.612.8
Dividend / Share--0.10%

Competitors

FSMD Fidelity Small-Mid Factor ETF
JMEE JPMorgan Market Expansion Enhanced Equit...
EWMC Invesco S&P MidCap 400® Equal Weight ET...

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
SWAV Shockwave Medical Inc0.43%
GTLS Chart Industries Inc0.34%
MTDR Matador Resources Co0.31%
RBC RBC Bearings Inc0.30%
MUR Murphy Oil Corp0.30%
EME EMCOR Group Inc0.29%
SSB SouthState Corp0.28%
KNSL Kinsale Capital Group Inc0.28%
MUSA Murphy Usa Inc0.28%
TXRH Texas Roadhouse Inc0.28%