Skip to content

IWMiShares Russell 2000 ETF

Grow my money26y track recordRanked #61 of 3,055 in this goal

Tracks the investment results of the Russell 2000 Index composed of small-capitalization U.S. equities.

By iShares · Launched 2000

Annual Cost

0.19%

#870 of 6,040 · low cost

Fund Size

$80.5B

#40 of 6,040 · large

Return (1Y)

+21.0%

Track Record

26 years

#79 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,492+14.9%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Small

Strategy

Index tracking

Index tracked

Russell 2000 Index

Holdings

By weight

Concentration

Top 10 holdings = 19.5% of funddiversified

BlackRock Funds III
14.2%
Bloom Energy Corp.
1.0%
Coeur Mining, Inc.
0.6%
Fabrinet
0.6%
Nextpower, Inc.
0.6%
EchoStar Corp.
0.5%
Credo Technology Group Holding Ltd.
0.5%
Kratos Defense & Security Solutions, Inc.
0.4%
Advanced Energy Industries, Inc.
0.4%
Sterling Infrastructure, Inc.
0.4%

Asset allocation

Stocks
99.5%
Cash
0.5%

By sector

Healthcare
21.0%
Financial Services
18.1%
Technology
13.8%
Industrials
13.2%
Consumer Cyclical
8.9%
Energy
6.5%
Real Estate
6.5%
Basic Materials
4.5%
Other
7.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
18.7%Moderate

Year-on-year price swings

Max drawdown
-41.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.67Decent risk-adjusted returns
Sortino (3Y)
1.00Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the investment results of the Russell 2000 Index composed of small-capitalization U.S. equities.
Strategy
Employs a representative sampling indexing strategy to track the Russell 2000 Index, which measures the performance of small-capitalization U.S. equities. Concentrates investments in sectors such as financials, healthcare, and industrials, aiming to keep portfolio turnover low.
Inception date
May 22, 2000
Fund family
iShares

Next steps

Save IWM to compare it with other funds, or start building a portfolio.

Data updated on 2026-09-18