iShares Russell 2000 ETF (IWM)

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iShares Russell 2000 ETF (IWM) is an index exchange traded fund offered by BlackRock iShares. This index fund utilizes its assets to purchase stocks of U.S. companies with small-capitalization. This ETF is tracking the Russell 2000 Index.

Investor can invest in this ETF to get access to 2000 small-cap domestic stocks in single fund. It mainly invests in small public U.S. companies. The fund objective is to provide long term growth.

IWM Fund Details

    iShares Russell 2000 ETF (IWM)
  • Fund Inception Date: 05/22/2000
  • Ticker Symbol: IWM
  • CUSIP: 464287655
  • Rank in category (2014): 55%
  • Category: Small Blend
  • Yield: 1.38%
  • Capital Gains: -
  • Expense Ratio: 0.20%
  • Total Assets: $ 35.16 billion
  • Annual Turnover Rate: 18%
Updated May 2017

This index equity fund has a yield of 1.31%. With low expense fee of 0.20%, this iShares Russell 2000 ETF is popular among investors. Total net assets are $29 billion. This small cap fund has an annual holdings turnover rate of 18%.

More: iShares Russell 1000 Value ETF (IWD)

You can buy this top ETF through your brokerage for retirement or regular investment account. For 401k, please check with your administrator. Invest in ETF can be done with as little as 1 share (i.e. less than $122.38 per share).

iShares Russell 2000 ETF Performance

Morningstar has ranked this U.S. stock ETF with 3 star rating. In 2014, the total 1 year return is 5.03%. The 5 year annualized return is 15.87%. This iShares ETF has returned 7.51% over the past 1 year, and 15.71% over the past 3 years.
YearReturn
201338.69%
20145.03%
2015-4.47%
201621.60%
20173.42% (YTD)
As of January 2015, top 5 stocks are Qorvo Inc, Isis Pharmaceuticals, Graphic Packaging Holding Co, Office Depot Inc, and Brunswick Corp. Top 5 sectors are technology, industrials, healthcare, financial services, and consumer cyclical.

More: 10 Best Small Cap Stock ETFs 2012

Pros:
  • iShares Russell 2000 ETF has low expense fee of 0.20%.
  • You can diversify your investment portfolio using this ETF.
Cons:
  • None

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