Key stats
About ISHARES TRUST
Expense ratio
0.19%
Home page
Inception date
May 22, 2000
IWM is among the best choices in the crowded US small-cap field. The fund tracks the popular Russell 2000 index. IWM's broad basket makes it one of the most diversified funds in the segment. Notably, the fund delves into micro-cap territory, and has often been riskier than our neutral benchmark (as measured by beta) as a consequence. However, including micro-caps is a valid and possibly desirable approach to small-caps, and IWM looks reasonably similar to the benchmark in most other respects.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Finance
Health Technology
Technology Services
Stocks99.74%
Finance24.43%
Health Technology13.26%
Technology Services10.38%
Electronic Technology7.74%
Producer Manufacturing7.19%
Industrial Services3.81%
Consumer Services3.63%
Commercial Services3.39%
Retail Trade3.31%
Process Industries2.95%
Consumer Durables2.89%
Utilities2.80%
Non-Energy Minerals2.49%
Energy Minerals2.43%
Consumer Non-Durables2.26%
Transportation2.07%
Health Services2.05%
Distribution Services1.65%
Communications0.88%
Miscellaneous0.15%
Bonds, Cash & Other0.26%
Miscellaneous0.13%
Cash0.12%
Rights & Warrants0.00%
Stock breakdown by region
North America99.73%
Europe0.27%
Latin America0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history