Key stats
About ISHARES TRUST
Home page
Inception date
May 22, 2000
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
BlackRock Fund Advisors
Distributor
BlackRock Investments LLC
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
Stocks99.69%
Finance25.82%
Health Technology12.51%
Technology Services9.51%
Electronic Technology7.78%
Producer Manufacturing6.98%
Consumer Services3.93%
Industrial Services3.74%
Commercial Services3.68%
Utilities3.31%
Retail Trade3.22%
Consumer Durables2.87%
Process Industries2.80%
Health Services2.63%
Non-Energy Minerals2.29%
Consumer Non-Durables2.23%
Energy Minerals2.07%
Transportation1.90%
Distribution Services1.35%
Communications0.91%
Miscellaneous0.17%
0.01%
Bonds, Cash & Other0.31%
Cash0.21%
Miscellaneous0.10%
Rights & Warrants0.00%
Stock breakdown by region
North America98.30%
Europe1.22%
Latin America0.25%
Asia0.13%
Middle East0.10%
Africa0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history