IWM ETF Analysis: Russell 2000 | NYSE

US Small & Mid Cap Equity | NYSE, USA | Market Cap: 75.511m USD | 12M Return: 14.9% | US4642876555 | Charts, Fundamentals & Technical Analysis

Small-Cap Equities, U.S. Stocks, Index Tracking, Derivatives
Total Rating 53
Safety 65
Buy Signal -0.10
US Small & Mid Cap Equity
Category Rotation: -0.4
TER: 0.19%
AUM: 75.5B
Avg Turnover: 6.42B
Risk 3d forecast
Volatility19.4%
VaR 5th Pctl3.42%
VaR vs Median-2.12%
Reward TTM
Sharpe Ratio0.62
Rel. Str. IBD47.6
Rel. Str. Peer Group18.7 pctl
Character TTM
Beta1.043
Beta Downside1.073
Hurst Exponent0.515
Choppyness53.8%
Drawdowns 3y
Max DD27.50%
CAGR/Max DD0.69
CAGR/Mean DD3.87

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 11.7 years of data

Jan +0.7% 8
Feb -0.2% 10
Mar -3.0% 21
Apr -0.0% 10
May +1.0% 20
Jun +1.0% 19
Jul +0.5% 19
Aug -0.5% 10
Sep -3.4% 36
Oct -0.5% 23
Nov +1.8% 34
Dec -0.6% 2

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: IWM Russell 2000

The iShares Russell 2000 ETF (IWM) is a passively managed exchange-traded fund that seeks to replicate the performance of a float-adjusted, capitalization-weighted index composed of the smallest issuers within the Russell 3000 Index, providing exposure to the U.S. small-cap equity segment. As an index-tracking product, IWM follows a passive investment approach rather than employing active stock selection, a model that generally relies on low portfolio turnover and broad diversification. The fund may also use derivatives to gain or hedge exposure to index components or related market risk factors.

Headlines to Watch Out For
  • Domestic GDP growth drives small-cap revenue and margins
  • Fed rate cuts ease small-cap debt refinancing pressure
  • Inflows rise as investors rotate into small-cap ETFs
What is the price of IWM shares?

As of November 03, 2026, the stock is trading at USD 279.14 with a total of 24,272,373 shares traded. Over the past week, the price has changed by +0.78%, over one month by -0.85%, over three months by -5.52% and over the past year by +14.89%.

Current recommended Stop Loss: 269.10 (which is 3.6% or 2.6 ATR below the current price).

Is IWM a buy, sell or hold?

Russell 2000 has no consensus analysts rating.