iShares Russell 2000 ETF (IWM)

151.75
Delayed Data
As of 4:06pm ET
 -0.33 / -0.22%
Today’s Change
132.40
Today|||52-Week Range
160.63
-0.47%
Year-to-Date

Investment Objective

The investment seeks to track the investment results of the Russell 2000- Index- which measures the performance of the small-capitalization sector of the U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures- options and swap contracts- cash and cash equivalents- as well as in securities not included in the underlying index- but which the advisor believes will help the fund track the underlying index.

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Feb 16 / TheStreet.com - Paid Partner Content
Two Sigma Securities, Llc Buys iShares Russell 2000, iShares Russell 1000, iShares Ru...
Feb 15 / GuruFocus News - Paid Partner Content

Performance

1 month-4.15% 3 years+9.06%
3 months+2.10% 5 years+12.44%
1 year+10.76% Since inception+8.22%
Data through 02/21/2018

Quote Details

Previous close$152.08
Open day’s range151.70 – 154.80
Net asset value (NAV)152.07 (02/20/2018)
Daily volume2,939,243
Average volume (3 months)25,156,858
Data as of 4:06pm ET, 02/21/2018

Peer Comparisonvs. Small blend ETFs

 IWMCategory
Performance 5-yr return+12.44%+12.99%
Expense Gross exp ratio0.20%1.19%
Risk 5 year sharpe ratio0.960.92
Net assets$42.7B$1.1B
Average market cap$2.0B$3.5B
Average P/E22.823.7
Dividend / Share--0.10%

Competitors

VB Vanguard Small-Cap Index Fund ETF Shares
SCHA Schwab US Small-Cap ETF
SPSM SPDR® Portfolio Small Cap ETF

Holdings

Top 5 Sectors
Portfolio weighting
Financial service 19.97%
Industrial materials 13.22%
Healthcare 11.12%
Consumer goods 9.13%
Business service 8.86%
Top 10 Holdings
Portfolio weighting
NKTR Nektar Therapeutics0.57%
BLUE bluebird bio Inc0.47%
SAGE SAGE Therapeutics Inc0.33%
KNX Knight-Swift Transportation Holdings Inc0.29%
CTLT Catalent Inc0.29%
GRUB GrubHub Inc0.29%
EPAM EPAM Systems Inc0.27%
EXAS Exact Sciences Corp0.27%
CW Curtiss-Wright Corp0.27%
AZPN Aspen Technology Inc0.26%