(IWM) iShares Russell 2000 - Ratings and Ratios
Small Cap Stocks, Index Futures, Options, Swap Contracts, Cash Equivalents
Description: IWM iShares Russell 2000
The iShares Russell 2000 ETF (IWM) is an exchange-traded fund that tracks the Russell 2000 Index, investing at least 80% of its assets in the component securities of the index or in investments with similar economic characteristics. The remaining 20% can be invested in derivatives such as futures, options, and swap contracts, as well as cash and cash equivalents.
As a Small Blend ETF, IWM provides exposure to the small-cap segment of the US equity market, characterized by a blend of growth and value stocks. With Assets Under Management (AUM) of approximately $66.3 billion, IWM is one of the largest and most liquid ETFs in its category.
From a technical analysis perspective, IWM is currently trading near its support and resistance levels, with key levels at $218.0, $214.0, and $208.1 acting as support, and $222.0 and $226.6 as resistance. To further analyze its performance, we can look at additional KPIs such as the Relative Strength Index (RSI), Bollinger Bands, and the ETFs correlation with other market indices.
Some key performance indicators (KPIs) to monitor for IWM include its tracking error relative to the Russell 2000 Index, its expense ratio, and its trading volume. A low tracking error indicates that the ETF is effectively replicating the performance of its underlying index. The expense ratio, currently 0.19% for IWM, affects the funds net returns. High trading volume, with an average daily volume of around 20 million shares, contributes to liquidity and tighter bid-ask spreads.
IWM ETF Overview
| Market Cap in USD | 67,125m |
| Category | Small Blend |
| TER | 0.19% |
| IPO / Inception | 2000-05-22 |
IWM ETF Ratings
| Growth Rating | 27.0% |
| Fundamental | - |
| Dividend Rating | 42.9% |
| Return 12m vs S&P 500 | -5.76% |
| Analyst Rating | - |
IWM Dividends
| Dividend Yield 12m | 1.09% |
| Yield on Cost 5y | 1.72% |
| Annual Growth 5y | 4.36% |
| Payout Consistency | 96.2% |
| Payout Ratio | % |
IWM Growth Ratios
| Growth Correlation 3m | 86.1% |
| Growth Correlation 12m | -14% |
| Growth Correlation 5y | 28.9% |
| CAGR 5y | 10.30% |
| CAGR/Max DD 5y | 0.32 |
| Sharpe Ratio 12m | 0.27 |
| Alpha | -8.46 |
| Beta | 1.075 |
| Volatility | 19.27% |
| Current Volume | 29211.6k |
| Average Volume 20d | 29211.6k |
| Stop Loss | 228.1 (-3%) |
| Signal | -0.18 |
What is the price of IWM shares?
Over the past week, the price has changed by +1.21%, over one month by +9.42%, over three months by +14.64% and over the past year by +11.49%.
Is iShares Russell 2000 a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of IWM is around 214.70 USD . This means that IWM is currently overvalued and has a potential downside of -8.7%.
Is IWM a buy, sell or hold?
What are the forecasts/targets for the IWM price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 242.6 | 3.1% |
Last update: 2025-08-30 05:03
IWM Fundamental Data Overview
CCE Cash And Equivalents = unknown
Revenue TTM is 0, using Net Income TTM 0.0 + Cost of Revenue 0.0 = 0.0 USD
Beta = 1.2
Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 67.12b USD (67.12b + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = none (FCF TTM 0.0 / Enterprise Value 67.12b)
FCF Margin = unknown (Revenue TTM is 0)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 67.12b / Book Value Of Equity 0.0)
Interest Expense / Debt = 0.0% (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default)
NOPAT = 0.0 (EBIT 0.0, no tax applied on loss)
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown Debt (none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = none (Debt none / FCF TTM 0.0)
Total Stockholder Equity = unknown
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity none)
RoCE = unknown (Ebit 0.0 / (Equity none + L.T.Debt none))
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, Ebit 0.0)
WACC = unknown (E(67.12b)/V(0.0) * Re(9.98%)) + (D(none)/V(0.0) * Rd(0.0%) * (1-Tc(0.21)))
Discount Rate = 9.98% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)
Additional Sources for IWM ETF
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle