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NYSE Arca · Small Blend · USD · ETF

iShares Russell 2000 ETF (IWM) ETF Analysis

IWM
Expense ratio 0.19% Yield 0.9% Assets $80.46B Since May 22, 2000 Family iShares
$296.01
+$0.82 (+0.28%)

September 4, 2026 · Market close

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Price History

Hover for the daily close. The dotted line marks the period open.

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Key facts

As of September 4, 2026, the annualized return for IWM over 10 years is +10.42%.

IWM charges an expense ratio of 0.19%.

IWM has $80.46B in net assets.

IWM Annualized Returns

PeriodAnnualized$100 becomes
1 year+26.41%$126.41
3 years+17.13%$160.69
5 years+6.68%$138.19
10 years+10.42%$269.48

Returns are price returns computed from daily closes and exclude dividends. As of September 4, 2026.

IWM Return by Calendar Year

2016 and 2026 are partial years

View as table ↓View as chart ↑
YearReturn
2026 (partial year)+20.75%
2025+12.66%
2024+11.38%
2023+16.83%
2022−20.48%
2021+14.54%
2020+20.03%
2019+25.39%
2018−11.12%
2017+14.58%
2016 (partial year)+11.08%

IWM Monthly Returns

−22%+19%
YearJanFebMarAprMayJunJulAugSepOctNovDec
2026+5.5+0.7−5.0+12.1+4.5+3.7−3.1+0.9+0.7———
2025+2.5−5.2−6.9−2.3+5.2+5.5+1.7+7.2+3.2+1.8+1.0−0.7
2024−3.9+5.6+3.5−6.8+5.0−1.1+10.3−1.7+0.7−1.4+11.1−8.4
2023+9.8−1.7−4.8−1.8−0.8+8.1+6.1−5.1−5.9−6.9+9.2+12.1
2022−9.5+1.0+1.2−9.9+0.2−8.4+10.6−2.0−9.7+11.2+2.2−6.5
2021+4.8+6.2+1.4+1.8+0.3+1.9−3.6+2.2−2.9+4.3−4.3+2.3
2020−3.1−8.8−21.5+13.8+6.6+3.4+2.9+5.5−3.3+2.2+18.2+8.6
2019+11.3+5.2−2.1+3.4−7.9+7.0+0.7−4.9+2.0+2.7+4.1+2.8
2018+2.6−3.8+1.2+1.0+6.2+0.6+1.6+4.3−2.3−11.0+1.7−12.0
2017+0.3+1.9+0.0+1.1−2.0+3.4+0.9−1.3+6.3+0.7+2.9−0.4

Monthly price returns computed from daily closes; each cell prints its signed value.

IWM Volatility & Risk

Volatility: 10 yrs · Beta: 3 yrs
Annualized volatility
23.04%
Beta (3y)
1.24
Best year
+25.39%

2019

Worst year
−20.48%

2022

Volatility is the annualized standard deviation of daily returns. As of September 4, 2026.

Top Holdings

# Symbol Name Weight
1 MOG-A Moog Inc Class A 0.36%
2 HUT Hut 8 Corp 0.36%
3 UMBF UMB Financial Corp 0.35%
4 CYTK Cytokinetics Inc 0.33%
5 VSAT Viasat Inc 0.31%
6 BTSG BrightSpring Health Services Inc 0.31%
7 GKOS Glaukos Corp 0.31%
8 CTRE CareTrust REIT Inc 0.31%
9 ONB Old National Bancorp 0.3%
10 EAT Brinker International Inc 0.3%

Analysis

Data-derived

Fund Overview

iShares Russell 2000 ETF trades as IWM and is categorised as Small Blend. The fund is issued by iShares. The inception date on file is May 22, 2000. Total net assets stand at $80.46B. The expense ratio is 0.19%. On a $10,000 position that is $19.00 a year.

The largest positions on file are Moog Inc Class A (MOG-A), Hut 8 Corp (HUT), and UMB Financial Corp (UMBF). Moog Inc Class A alone accounts for 0.36% of the portfolio. The ten largest positions together make up 3.25% of the fund.

Performance Analysis

The most recent close on file for IWM is $296.01, dated September 4, 2026. The trailing one-year price return is +26.41%. Across 10 years the annualized return works out at +10.42%. The fund distributes at a trailing yield of 0.9%.

So far in 2026 the price is +20.75%. Across the complete calendar years on file, 2019 returned +25.39% and 2022 returned −20.48%. Of the 9 complete calendar years on file, 7 finished higher.

Price & Risk Profile

The 52-week range on file runs from $228.90 to $305.18. The latest close sits 29.32% above that 52-week low. Annualized volatility over the trailing 10 years is 23.04%. Beta against the wider market is reported at 1.24. The volatility figure is calculated from the stored daily closes, the same series the charts on this page use.

Every figure above is read from this page's own data on each nightly rebuild. Informational only, not financial advice. As of September 4, 2026.

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