iShares Russell 2000 ETF (IWM)

174.13
BATS BZX Real-Time Price
As of 11:32am ET
 -2.40 / -1.36%
Today’s Change
168.90
Today|||52-Week Range
244.46
-21.72%
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.

Van Leeuwen & Company, LLC Buys 2, Sells 3 in 1st Quarter
May 19 / GuruFocus News - Paid Partner Content
Top 5 1st Quarter Trades of BARCLAYS PLC
May 19 / GuruFocus News - Paid Partner Content
Capula Management Ltd's Top 5 Sells of the 1st Quarter
May 19 / GuruFocus News - Paid Partner Content
PECONIC PARTNERS LLC Buys 3, Sells 2 in 1st Quarter
May 18 / GuruFocus News - Paid Partner Content
Trust Co of Kansas Buys 2, Sells 3 in 1st Quarter
May 19 / GuruFocus News - Paid Partner Content
HBK INVESTMENTS L P Buys 2, Sells 3 in 1st Quarter
May 18 / GuruFocus News - Paid Partner Content

Performance

1 month-12.44% 3 years+6.17%
3 months-11.32% 5 years+6.65%
1 year-18.24% Since inception+7.56%
Data through 05/20/2022

Quote Details

Previous close$176.53
Open day’s range173.48 – 178.96
Net asset value (NAV)176.49 (05/19/2022)
Daily volume11,328,031
Average volume (3 months)36,681,640
Data as of 11:32am ET, 05/20/2022

Peer Comparisonvs. Small blend ETFs

 IWMCategory
Performance 5-yr return+6.65%+9.45%
Expense Gross exp ratio0.19%0.98%
Risk 5 year sharpe ratio0.380.39
Net assets$54.8B$1.7B
Average market cap$2.6B$4.3B
Average P/E14.713.7
Dividend / Share--0.10%

Competitors

SMMD iShares Russell 2500 ETF
ESML iShares ESG Aware MSCI USA Small-Cap ETF
VB Vanguard Small-Cap Index Fund ETF Shares

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
OVV Ovintiv Inc0.55%
CAR Avis Budget Group Inc0.45%
AR Antero Resources Corp0.41%
BJ BJ's Wholesale Club Holdings Inc0.36%
CHK Chesapeake Energy0.35%
AMC AMC Entertainment Holdings Inc0.32%
THC Tenet Healthcare Corp0.31%
SWN Southwestern Energy Co0.31%
EGP Eastgroup Properties Inc0.31%
TTEK Tetra Tech Inc0.31%