Skip to content

IWMiShares Russell 2000 ETF

Grow my money26y track recordRanked #61 of 2,993 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%

#838 of 5,853 · low cost

Fund Size

$83.0B

#39 of 5,853 · large

Return (1Y)Goal

+32.8%

Track Record

26 years

#76 of 5,853 · established

Performance

Total-return NAV · USD
Growth of $10,000
$13,138+31.4%

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

What it actually holds

By weight

Concentration

Top 10 holdings = 19.5% of fundwell diversified

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
99.7%
Cash
0.3%

By sector

Healthcare
20.3%
Financial Services
17.5%
Technology
14.8%
Industrials
14.2%
Consumer Cyclical
9.2%
Real Estate
6.6%
Energy
5.5%
Basic Materials
4.4%
Other
7.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
19.4%Moderate

Year-on-year price swings

Max drawdown
-41.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.61Decent risk-adjusted returns
Sortino (3Y)
0.91Moderate downside risk

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

What's next?

You've looked at IWM. Save it to your watchlist to weigh it against other funds, then turn your shortlist into a portfolio.

Data updated on 2026-08-02