IWOiShares Russell 2000 Growth ETF

Grow my money25y track recordRanked #129 of 2,960 in this goal

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

By iShares · Launched 2000

Annual Cost

0.24%

#1,152 of 5,562 · low cost

Fund Size

$14.7B

#193 of 5,562 · large

Return (1Y)Goal

+42.0%

Track Record

25 years

#102 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$13,820+38.2%

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

Factor

Growth

Index tracked

Russell 2000 Growth Index

What it actually holds

By weight

Concentration

Top 10 holdings = 22.3% of fund✓ well diversified

BlackRock Funds III

13.7%

Credo Technology Group Holding Ltd.

1.5%

Bloom Energy Corp.

1.3%

Fabrinet

1.1%

IonQ, Inc.

1.0%

Kratos Defense & Security Solutions, Inc.

0.8%

Guardant Health, Inc.

0.8%

Bridgebio Pharma, Inc.

0.8%

Madrigal Pharmaceuticals, Inc.

0.7%

Nextpower, Inc.

0.7%

Asset allocation

Stocks

99.7%

Cash

0.3%

By sector

Technology

25.9%

Industrials

23.0%

Healthcare

21.9%

Financial Services

7.8%

Consumer Cyclical

7.0%

Basic Materials

4.0%

Energy

3.1%

Consumer Defensive

2.3%

Other

4.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

22.1%High

Year-on-year price swings

Max drawdown

-42.0%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.68Decent risk-adjusted returns

Sortino (3Y)

1.00Good 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 that exhibit growth characteristics.
Strategy: Tracks the Russell 2000 Growth Index, which measures the performance of small-capitalization growth stocks in the U.S. equity market. The Fund invests primarily in securities of the Underlying Index, using a representative sampling strategy to achieve its investment objective. It may invest at least 80% of its assets in the index components and up to 20% in derivatives and other securities to help track the index.
Inception date: July 24, 2000
Fund family: iShares