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
Stocks99.63%
Finance24.61%
Health Technology13.10%
Technology Services10.06%
Producer Manufacturing7.29%
Electronic Technology7.27%
Industrial Services3.93%
Consumer Services3.51%
Commercial Services3.30%
Retail Trade3.15%
Consumer Durables3.11%
Process Industries3.09%
Utilities2.83%
Energy Minerals2.58%
Non-Energy Minerals2.44%
Consumer Non-Durables2.20%
Health Services2.08%
Transportation2.05%
Distribution Services1.90%
Communications0.94%
Miscellaneous0.17%
Bonds, Cash & Other0.37%
Cash0.31%
Miscellaneous0.06%
Rights & Warrants0.00%
Stock breakdown by region
North America99.74%
Europe0.26%
Latin America0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history