IWMiShares Russell 2000 ETF

Grow my money26y track recordRanked #62 of 2,960 in this goal

Seeks to track the investment results of an index composed of small-capitalization U.S. equities.

By iShares · Launched 2000

Annual Cost

0.19%

#957 of 5,562 · low cost

Fund Size

$80.9B

#38 of 5,562 · large

Return (1Y)Goal

+43.2%

Track Record

26 years

#78 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$13,883+38.8%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Small

Strategy

Index tracking

Index tracked

Russell 2000 Index

What it actually holds

By weight

Concentration

Top 10 holdings = 17.8% of fund✓ well diversified

BlackRock Funds III

13.1%

Credo Technology Group Holding Ltd.

0.8%

Bloom Energy Corp.

0.7%

Fabrinet

0.6%

IonQ, Inc.

0.5%

EchoStar Corp.

0.5%

Nextpower, Inc.

0.4%

Kratos Defense & Security Solutions, Inc.

0.4%

Guardant Health, Inc.

0.4%

Hecla Mining Co.

0.4%

Asset allocation

Stocks

99.5%

Cash

0.6%

By sector

Technology

19.2%

Industrials

17.9%

Healthcare

16.3%

Financial Services

15.3%

Consumer Cyclical

7.9%

Real Estate

5.9%

Energy

5.4%

Basic Materials

4.7%

Other

7.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

19.7%Moderate

Year-on-year price swings

Max drawdown

-41.1%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.70Decent risk-adjusted returns

Sortino (3Y)

1.05Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the investment results of an index composed of small-capitalization U.S. equities.
Strategy: Tracks the Russell 2000 Index, which measures the performance of small-cap U.S. equities. Uses a representative sampling strategy to invest primarily in securities that reflect the index's characteristics, aiming to keep portfolio turnover low.
Inception date: May 22, 2000
Fund family: iShares