Data as of . Returns from exchange end-of-day prices with distributions reinvested; holdings from the fund's latest SEC filing.
IWM · iShares Russell 2000 ETF
Index equity fund · Russell 2000
IWM is a index equity fund tracking Russell 2000. Over the year to Sep 4, 2026 it returned +26.4% with distributions reinvested, against +20.0% for the S&P 500 and +25.6% for the Nasdaq-100. The prospectus expense ratio is 0.19% a year. By its holdings filed for Jun 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 2014 positions, with the top ten at 3.4%.
| What it tracks | Russell 2000 |
|---|---|
| Fund type | Index equity fund |
| Expense ratio (prospectus XBRL) | 0.19% |
| Price | $296.01 |
| Listed since | Jan 4, 2010 |
| 3 months: total return / S&P 500 / gap / Nasdaq-100 gap (ETFIQ) | +5.3% / +4.7% / +0.7 pts / +3.3 pts |
| 6 months: total return / S&P 500 / gap / Nasdaq-100 gap (ETFIQ) | +18.5% / +15.2% / +3.3 pts / −1.7 pts |
| 1 year: total return / S&P 500 / gap / Nasdaq-100 gap (ETFIQ) | +26.4% / +20.0% / +6.5 pts / +0.8 pts |
| 3 years: total return / S&P 500 / gap / Nasdaq-100 gap (ETFIQ) | +64.2% / +78.0% / −13.8 pts / −29.3 pts |
| since listing: total return / S&P 500 / gap / Nasdaq-100 gap (ETFIQ) | +477.9% / +811.4% / −333.4 pts / −1206.1 pts |
| Below its high (ETFIQ) | −3.0% |
| Holdings | 2014 |
| Top ten weight | 3.4% |
| Holdings as of (SEC filing) | Jun 30, 2026 |
| Top holdings | Moog, Inc. 0.4%, Hut 8 Corp. 0.4%, Viasat, Inc. 0.3%, BrightSpring Health Services, Inc. 0.3%, Cytokinetics, Inc. 0.3%, MaxLinear, Inc. 0.3%, Argan, Inc. 0.3%, UMB Financial Corp. 0.3%, JFrog Ltd. 0.3%, Riot Platforms, Inc. 0.3% |
| Already in the S&P 500, by weight (ETFIQ) | 0.0% |
| Active share vs the S&P 500 (ETFIQ) | 100.0% |
| Already in the Nasdaq-100, by weight (ETFIQ) | 0.0% |
Questions people ask
- How has IWM performed?
- Over the year to Sep 4, 2026, IWM returned +26.4% with distributions reinvested, against +20.0% for the S&P 500. Over three years the figure is +64.2%.
- What does IWM cost?
- The prospectus expense ratio is 0.19% a year.
- What does IWM hold?
- 2014 positions as filed for Jun 30, 2026, with the top ten at 3.4% of the fund. 0% of its weight is in stocks the S&P 500 also holds.
- How far is IWM below its high?
- 3.0% below its high of Aug 14, 2026, measured on the reinvested series to Sep 4, 2026.
Where these figures came from
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Funds near this one
Cite this page. ETFIQ, IWM, core index fund, data as of Sep 4, 2026. https://etfiq.com/funds/IWM.html Free to use with attribution; the underlying files are at Open data.
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