iShares Russell 2000 ETF (IWM)

164.99
Delayed Data
As of Sep 30
 +0.07 / +0.04%
Today’s Change
162.78
Today|||52-Week Range
244.46
-25.83%
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-9.58% 3 years+4.19%
3 months-2.17% 5 years+3.48%
1 year-23.56% Since inception+7.15%
Data through 10/01/2022

Quote Details

Previous close$164.92
Open day’s range164.87 – 169.52
Net asset value (NAV)165.02 (09/30/2022)
Daily volume18,755
Average volume (3 months)26,083,799
Data as of 4:02pm ET, 09/30/2022

Peer Comparisonvs. Small blend ETFs

 IWMCategory
Performance 5-yr return+3.48%+5.58%
Expense Gross exp ratio0.19%0.99%
Risk 5 year sharpe ratio0.360.37
Net assets$52.6B$1.7B
Average market cap$2.2B$4.2B
Average P/E11.513.3
Dividend / Share--0.10%

Competitors

JMEE JPMorgan Market Expansion Enhanced Equit...
VB Vanguard Small-Cap Index Fund ETF Shares
SMMD iShares Russell 2500 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
SWAV Shockwave Medical Inc0.44%
BHVN Biohaven Pharmaceutical Holding Company Ltd0.38%
KRTX Karuna Therapeutics Inc0.31%
GTLS Chart Industries Inc0.29%
RBC RBC Bearings Inc0.28%
MTDR Matador Resources Co0.28%
MUSA Murphy Usa Inc0.27%
EME EMCOR Group Inc0.25%
TXRH Texas Roadhouse Inc0.25%
CHRD Chord Energy Corp0.25%