I

IWM: iShares Russell 2000 ETF

ETF

About

IWM was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 63282.83m in AUM and 1940 holdings. IWM tracks a market-cap-weighted index of US small-cap stocks. The index selects stocks ranked 1",001-3",000 by market cap.

Website
www.ishares.com
Inception Date
05/22/2000
Asset Class
Equity
Investment Segment
Small Cap

Current Value

$182.61

1 Year Return

$20.53
-10.11%
Created with Highcharts 11.4.829 Apr27 May24 Jun22 Jul19 Aug16 Sep14 Oct11 Nov9 Dec6 Jan3 Feb3 Mar31 Mar$170$180$190$200$210$220$230$240$250

Key Details

Assets Under Management

$63.84B

Div Yield %

1.10%

P/E Ratio

16.18

Net Asset Value

$189.52

Expense Ratio

0.19%

1Y ETF Return

-0.06%

Strategies that include IWM

Create your own
strategy with

IWM
Three dimensional double logo

Holdings

IWM - iShares Russell 2000 ETF contains 1955 holdings. The top holdings include SFM, INSM, FTAI, COOP, AIT

Name
Weight
Sprouts Farmers Market, Inc. logoSFMSprouts Farmers Market, Inc.

0.69%

Insmed, Inc. logoINSMInsmed, Inc.

0.57%

FTAI Aviation Ltd. logoFTAIFTAI Aviation Ltd.

0.43%

Mr. Cooper Group, Inc. logoCOOPMr. Cooper Group, Inc.

0.39%

Applied Industrial Technologies, Inc. logoAITApplied Industrial Technologies, Inc.

0.36%

Mueller Industries, Inc. logoMLIMueller Industries, Inc.

0.36%

SouthState Corp. logoSSBSouthState Corp.

0.36%

Beacon Roofing Supply, Inc. logoBECNBeacon Roofing Supply, Inc.

0.36%

Carpenter Technology Corp. logoCRSCarpenter Technology Corp.

0.35%

Halozyme Therapeutics, Inc. logoHALOHalozyme Therapeutics, Inc.

0.34%

The Ensign Group, Inc. logoENSGThe Ensign Group, Inc.

0.34%

Casella Waste Systems, Inc. logoCWSTCasella Waste Systems, Inc.

0.32%

ExlService Holdings, Inc. logoEXLSExlService Holdings, Inc.

0.32%

Primo Brands Corp. logoPRMBPrimo Brands Corp.

0.32%

HealthEquity, Inc. logoHQYHealthEquity, Inc.

0.31%

Lantheus Holdings, Inc. logoLNTHLantheus Holdings, Inc.

0.29%

Commvault Systems, Inc. logoCVLTCommvault Systems, Inc.

0.28%

UFP Industries, Inc. logoUFPIUFP Industries, Inc.

0.28%

Corcept Therapeutics, Inc. logoCORTCorcept Therapeutics, Inc.

0.28%

UMB Financial Corp. logoUMBFUMB Financial Corp.

0.27%

Option Care Health, Inc. logoOPCHOption Care Health, Inc.

0.27%

Taylor Morrison Home Corp. logoTMHCTaylor Morrison Home Corp.

0.27%

Rocket Lab USA, Inc. logoRKLBRocket Lab USA, Inc.

0.26%

Brinker International, Inc. logoEATBrinker International, Inc.

0.26%

Essent Group Ltd. logoESNTEssent Group Ltd.

0.26%

Fabrinet logoFNFabrinet

0.26%

Madrigal Pharmaceuticals, Inc. logoMDGLMadrigal Pharmaceuticals, Inc.

0.26%

Selective Insurance Group, Inc. logoSIGISelective Insurance Group, Inc.

0.25%

Old National Bancorp logoONBOld National Bancorp

0.25%

Nextracker, Inc. logoNXTNextracker, Inc.

0.25%

Sector
Weight

Financials

19.71%

Industrials

17.66%

Health Care

16.69%

Information Technology

12.00%

Consumer Discretionary

9.05%

Real Estate

6.54%

Energy

4.80%

Materials

3.77%

Utilities

3.47%

Consumer Staples

3.46%

Communication Services

2.66%
-0.00%

Stock's related to IWM

The stocks that are correlated to IWM - iShares Russell 2000 ETF are ITT, AIT, PNFP, KN, NPO

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
I
ITTITT, Inc.
81.45%$9.73B-9.12%1.15%
A
AITApplied Industrial Technologies, Inc.
80.95%$8.32B+11.54%0.76%
P
PNFPPinnacle Financial Partners, Inc.
80.74%$7.10B+12.99%1.05%
K
KNKnowles Corp.
80.74%$1.18B-15.60%0.00%
N
NPOEnpro, Inc.
80.64%$3.13B-11.32%0.86%
R
REZIResideo Technologies, Inc.
80.14%$2.43B-24.70%0.00%
W
WTFCWintrust Financial Corp.
79.92%$6.66B-0.13%1.97%
H
HWCHancock Whitney Corp.
79.88%$4.09B+8.64%3.65%
I
IBOCInternational Bancshares Corp.
79.86%$3.60B+5.35%2.37%
E
EVREvercore, Inc.
79.20%$6.95B-6.99%1.91%
P
PIPRPiper Sandler Cos.
79.04%$4.08B+16.54%1.15%
S
SFBSServisFirst Bancshares, Inc.
78.92%$4.04B+18.24%1.80%
S
SSBSouthState Corp.
78.88%$8.58B+5.68%2.66%
S
SBCFSeacoast Banking Corp. of Florida
78.83%$2.02B-1.34%2.99%
A
ASBAssociated Banc-Corp
78.81%$3.32B-4.53%4.79%
S
SNVSynovus Financial Corp.
78.76%$5.65B+5.75%4.05%
F
FBKFB Financial Corp.
78.68%$1.95B+16.91%1.73%
C
CADECadence Bank
78.60%$5.04B+0.33%3.90%
E
ENVAEnova International, Inc.
78.58%$2.38B+48.62%0.00%
B
BNBrookfield Corp.
78.55%$75.46B+25.56%0.69%

ETF's related to IWM

The ETFs that are correlated to IWM - iShares Russell 2000 ETF are VTWO, SCHA, GSSC, PRFZ, ESML

Name
Correlation
AUM
Expense Ratio
V
VTWOVanguard Russell 2000 Index ETF
99.97%$11.24B0.07%
S
SCHASchwab U.S. Small Cap ETF
99.35%$16.19B0.04%
G
GSSCGoldman Sachs ActiveBeta U.S. Small Cap Equity ETF
98.83%$521.56M0.2%
P
PRFZInvesco RAFI US 1500 Small Mid ETF
98.80%$2.38B0.39%
E
ESMLiShares ESG Aware MSCI USA Small Cap ETF
98.61%$1.79B0.17%
D
DFASDimensional U.S. Small Cap ETF
98.57%$9.38B0.26%
S
SMMDiShares Russell 2500 ETF
98.44%$1.31B0.15%
N
NUSCNuveen ESG Small Cap ETF
98.31%$1.12B0.31%
I
IJRiShares Core S&P Small Cap ETF
98.13%$79.87B0.06%
I
IJTiShares S&P Small Cap 600 Growth ETF
98.11%$5.92B0.18%
S
SPSMSPDR Portfolio S&P 600 Small Cap ETF
98.02%$11.17B0.03%
F
FNDASchwab Fundamental U.S. Small Company ETF
98.01%$8.68B0.25%
I
IWOiShares Russell 2000 Growth ETF
97.97%$10.93B0.24%
S
SLYGSPDR S&P 600 Small Cap Growth ETF
97.91%$3.38B0.15%
I
IWNiShares Russell 2000 Value ETF
97.86%$11.04B0.24%
V
VIOOVanguard S&P Small Cap 600 ETF
97.81%$2.79B0.07%
V
VBVanguard Small Cap ETF
97.79%$60.03B0.05%
K
KJANInnovator U.S. Small Cap Power Buffer ETF January
97.73%$320.39M0.79%
P
PSCTraded Funds Principal U.S. Small Cap ETF
97.37%$715.67M0.38%
F
FYXTraded Fund III First Trust Small Cap Core AlphaDEX Fund
97.34%$842.66M0.6%

News

SeekingAlpha

Surging Trade Deficit Likely To Reverse In The Months Ahead

SeekingAlpha

This week’s announced trade tariffs were much more severe than expected, heightening already germinating fears about lower growth and higher inflation - i.e. stagflation.

SeekingAlpha

Jobs: A Decent Job Report Flew Way Under The Radar

SeekingAlpha

Employment Report: 228K Jobs Added In March, More Than Expected

SeekingAlpha

New U.S. Tariffs: What It Means For Canada

SeekingAlpha

Markets Weekly Outlook - FOMC Minutes, Tariff Developments And Inflation Ahead

Disclaimer

Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.

Zero expense ratio
index investing

Company

Resources

Popular ETFs

ETF Comparisons

© Double Finance, 2024

Double is a registered investment adviser with the US Securities and Exchange Commission (SEC). While such registration does not imply a certain level of skill, it does require us to follow federal regulations that protect you, the investor. By law, we must provide investment advice that is in the best interest of our client. Please refer to Double's Form CRS for important additional information.

The publicly available portions of the Platform (i.e., the sections of the Platform that are available to individuals who are not party to a Client Agreement - including double.finance) are provided for educational purposes only and are not intended to provide legal, tax, or financial planning advice. To the extent that any of the content published on publicly available portions of the Platform may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person. Nothing on the publicly available portions of the Platform should be construed as a solicitation or offer, or recommendation, to buy or sell any security. All charts, figures, and graphs on the publicly available websites are for illustrative purposes only. Before investing, you should consider whether any investment, investment strategy, security, other asset, or related transaction is appropriate for you based on your personal investment objectives, financial circumstances, and risk tolerance. You are also encouraged to consult your legal, tax, or investment professional regarding your specific situation. Registration does not imply a certain level of skill or training.

Investing involves risk. The value of your investment will fluctuate, and you may gain or lose money.

The contents of the Platform may contain forward-looking statements that are based on management's beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy, or Global Predictions itself. Forward-looking statements are not guarantees of the underlying expected actions or future performance and future results may differ significantly from those anticipated by the forward-looking statements. Therefore, actual results and outcomes may materially differ from what may be expressed or forecasted in such forward-looking statements.

¹ Data as of July 2024.

² Availability of tax loss harvesting depends on portfolio diversity.

³ As of November 8, 2024. The optional Cash Sweep program takes the cash sitting in your brokerage account and moves it to an FDIC-insured interest-earning deposit account. The current yield is 1.0%, rates subject to change at any time. The cash sweep program is made available in coordination with Apex Clearing Corporation. Please read the Important Disclosures for more information.

⁴ This analysis calculator tool is for illustrative purposes only and is not financial advice. We do not guarantee the accuracy of the results or their relevance to your particular circumstances. This calculator uses hypothetical historical data and does not take into account the effect of taxes on a taxable account. Hypothetical historical data is no guarantee of future performance and this calculator is not intended to predict actual performance. The input of different time periods, amounts, and fees will vary calculator results. Average ETF fee is based on the AUM weighted average of US ETFs as of September 2024, see more information. Note that you can purchase ETFs through Double, which may incur additional fees.

Full pricing details along with an FAQ can be found here

Data displayed in charts and graphics above are for illustrative purposes only and do not reflect actual investment results and are not a guarantee of future results.

By using double.finance, you accept our and . Double is only available to US residents.

See Double Finance Form ADV Part IIA for additional information. Double does not guarantee that the results of its advice, recommendations, or the objectives of its direct index or cash management strategies will be achieved. We make no assurance that the investment process will consistently lead to successful investing. Before you invest, you should carefully review and consider your investment objectives as well as the risks, charges, and expenses of the underlying securities. There is at least a $1,000 account minimum required to participate in Double's strategies, although some strategies may have higher minimums.

Double does not provide tax, or legal advice. Double's website, brokerage, and advisory services are not intended for persons of any jurisdiction where Double is not authorized to do business. Tax savings will vary from client to client due to many factors including market conditions, tax characteristics of securities, client-imposed investment restrictions, client tax rate or status, and changes in tax regulations.

0% Expense Ratios with TLH

We offer over 50 indexes with zero expense ratios.

Registration will take about 10 seconds