Key stats
About ISHARES TRUST
Home page
Inception date
May 22, 2000
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
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
Stocks99.26%
Finance25.62%
Health Technology13.32%
Technology Services9.80%
Producer Manufacturing7.13%
Electronic Technology7.03%
Consumer Services3.70%
Industrial Services3.46%
Commercial Services3.31%
Utilities3.21%
Retail Trade3.04%
Consumer Durables2.98%
Process Industries2.94%
Health Services2.36%
Consumer Non-Durables2.26%
Energy Minerals2.15%
Non-Energy Minerals2.12%
Transportation1.96%
Distribution Services1.77%
Communications0.97%
Miscellaneous0.15%
Bonds, Cash & Other0.74%
Cash0.65%
Miscellaneous0.08%
Rights & Warrants0.00%
Stock breakdown by region
North America98.29%
Europe1.24%
Latin America0.21%
Asia0.14%
Middle East0.11%
Africa0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history