Tickerfunds
Breaking News
Cadence Design   Rambus   Alphabet   Tesla   GE Vernova   Super Micro   Novartis   3M   General Motors  

iShares Russell 2000 ETF

  • IWM

400 Howard Street,
San Francisco , CA, 94105

Rank

Rank Universe
37 0

Summary

The fund seeks to replicate the total return performance of the benchmark index, before fees and expenses, by investing in small-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

As part of its strategy, the fund employs a passive or indexing a More

Webiste

Link

Directors

Jun 14, 2023
  • John E. Kerrigan
  • Richard L. Fagnani
  • Robert S. Kapito
  • Drew E. Lawton
  • John E. Martinez
  • Salim Ramji
  • Madhav V. Rajan
  • Jane D. Carlin
  • Cecilia H. Herbert

Chief Compliance Officer

  • Charles Park

Price

  • $ 199.13 ( +2.32 )
  • Feb 14, 2024
    Last Close
  • Net Assets
  • $67.4B
    Feb 27, 2024
  • 52-Week High/Low
  • $0 - $0

  • Expense Ratio
  • -

Performance

YTD

0%

3 Year

-11.55%

5 Year

29.84%

Best

47.9%

2003

Worst

-34.14%

2008

Sector Allocation +

 Aug 27, 2024
More

Top 10 Holdings +

 Aug 27, 2024
More

Company Name

Holding
BlackRock Funds III 11.02 %
Super Micro Computer, Inc. 1.62 %
MicroStrategy, Inc. 0.8 %
Carvana Co. 0.52 %
elf Beauty, Inc. 0.44 %
Comfort Systems USA, Inc. 0.42 %
Onto Innovation, Inc. 0.42 %
Chord Energy Corp. 0.41 %
FTAI Aviation Ltd. 0.4 %
Insmed, Inc. 0.39 %
More 0.39 %

Documents

Prospectus

link

Annual Reports

link

Fact Sheet

Q1 2023 Q4 2022 Q3 2022 Q2 2022
Q1 2022 Q4 2021 Q3 2021 Q2 2021

NAV

Returns +
A

2026202520242023202220212020201920182017
IWM 0% 0% -0.8% 15.1% -21.3% 14% 17.2% 24.1% -11.1% 14.6%
S&P 500 8.2% 16.4% 23.3% 24.2% -19.4% 27.3% 16.2% 28.9% -6.2% 19.4%

Returns +
Q

2026202520242023202220212020201920182017
q1 0% 0% -0.8% 2.3% -7.3% 12.7% -30.9% 14.6% -0.2% 2.2%
q2 0% 0% 0% 5% -17.5% 4.8% 25.1% 0.5% 10.6% 2.5%
q3 0% 0% 0% -5.6% -2.6% -4.6% 3.9% -3% 2.9% 5.9%
q4 0% 0% 0% 15.3% 5.7% 1.7% 30.5% 9.5% -19.2% 2%

Returns +
M

JanFebMarAprMayJunJulAugSepOctNovDec
2026 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0%
2025 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0%

Annual Return

Alpha - IWM and S&P

Data Sources Disclaimer