(IWM) Russell 2000 - NYSE

ETF Category: Small Blend | Exchange: NYSE (USA) | Market Cap: 77.462m USD | Total Return: 42.5% in 12m

Small Cap Stocks, Equity Index, Exchange Traded Fund
Total Rating 74
Safety 65
Buy Signal 0.13
Small Blend
Category Rotation: +2.9
TER: 0.19%
AUM: 77.5B
Avg Turnover: 8.30B
Risk 3d forecast
Volatility20.8%
VaR 5th Pctl3.69%
VaR vs Median-1.64%
Reward TTM
Sharpe Ratio1.68
Rel. Str. IBD72.1
Rel. Str. Peer Group81.6
Character TTM
Beta1.139
Beta Downside1.184
Hurst Exponent0.493
Drawdowns 3y
Max DD27.50%
CAGR/Max DD0.71
CAGR/Mean DD3.50

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: IWM Russell 2000

The iShares Russell 2000 ETF (IWM) tracks the performance of the Russell 2000 Index, providing exposure to approximately 2,000 small-cap U.S. equities. The fund maintains a mandate to invest at least 80% of its assets in the underlying index components or representative depositary receipts. To manage liquidity or track the index more efficiently, the fund may allocate up to 20% of its portfolio to cash equivalents and derivatives, including futures, options, and swap contracts.

Small-cap stocks typically represent companies with lower market capitalizations than those in the S&P 500, often resulting in higher volatility and greater sensitivity to domestic economic cycles. This asset class frequently includes regional banks, healthcare innovators, and specialized industrial firms that prioritize growth over dividend yield. Investors can further analyze these underlying holdings and valuation metrics on ValueRay.

Headlines to Watch Out For
  • Federal Reserve interest rate cuts lower borrowing costs for small-caps
  • Domestic GDP growth accelerates revenue for US-focused small-cap firms
  • Regional bank stability improves credit availability for small-cap constituents
  • Russell 2000 earnings growth outpaces large-cap peers as margins expand
What is the price of IWM shares?

As of June 20, 2026, the stock is trading at USD 295.59 with a total of 32,463,200 shares traded.
Over the past week, the price has changed by +2.03%, over one month by +7.36%, over three months by +20.43% and over the past year by +42.46%.

Is IWM a buy, sell or hold?

Russell 2000 has no consensus analysts rating.