Key stats
About ISHARES TRUST RUSSELL 2000 ETF
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
Technology Services
Stocks99.50%
Finance24.88%
Health Technology13.33%
Technology Services10.41%
Electronic Technology7.52%
Producer Manufacturing7.03%
Consumer Services3.71%
Industrial Services3.55%
Commercial Services3.21%
Retail Trade3.11%
Utilities2.96%
Consumer Durables2.86%
Process Industries2.84%
Health Services2.40%
Non-Energy Minerals2.36%
Energy Minerals2.23%
Consumer Non-Durables2.21%
Transportation2.06%
Distribution Services1.74%
Communications0.94%
Miscellaneous0.15%
Bonds, Cash & Other0.50%
Cash0.40%
Miscellaneous0.10%
Rights & Warrants0.00%
Stock breakdown by region
North America98.07%
Europe1.48%
Latin America0.21%
Asia0.13%
Middle East0.11%
Africa0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history