NYSE Arca · Small Blend · USD · ETF

iShares Russell 2000 ETF (IWM) ETF Analysis

IWM

Expense ratio 0.19% Yield 0.98% Assets $78.04B Since May 22, 2000 Family iShares

Last Updated: October 21, 2026

$276.48

+$0.70 (+0.25%)

October 21, 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 October 21, 2026, the annualized return for IWM over 10 years is +9.98%.

IWM charges an expense ratio of 0.19%.

IWM has $78.04B in net assets.

IWM Annualized Returns

With dividends reinvested · as of October 21, 2026

Period	Total return	Annualized	$100 becomes	$300 becomes
1 year	+13.08%	+13.08%	$113.08	$339.23
3 years	+71.74%	+19.75%	$171.74	$515.22
5 years	+29.02%	+5.23%	$129.02	$387.07
10 years	+158.81%	+9.98%	$258.81	$776.42

Returns are total returns computed from daily closes, with dividends reinvested. As of October 21, 2026.

IWM Return by Calendar Year

2016 and 2026 are partial years

+25.39%−20.48%+13.08%

2016*2017201820192020202120222023202420252026*

View as table ↓View as chart ↑

Year	Return
2026 (partial year)	+13.08%
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)	+10.79%

IWM Monthly Returns

−22%+19%

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
2026	+5.5	+0.7	−5.0	+12.1	+4.5	+3.7	−3.1	+0.9	−5.2	−0.5	—	—
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 total returns with dividends reinvested; each cell prints its signed value.

IWM Volatility & Risk

Volatility: 10 yrs · Beta: 3 yrs

Annualized volatility: 23.02%
Beta (3y): 1.27
Best year: +25.39%
Worst year: −20.48%

Volatility is the annualized standard deviation of daily returns. As of October 21, 2026.

Top Holdings

#	Symbol	Name	Weight
1	XTSLA	BlackRock Cash Funds Treasury SL Agency	0.48%
2	TWST	Twist Bioscience Corp	0.43%
3	MOG-A	Moog Inc Class A	0.37%
4	FROG	JFrog Ltd Ordinary Shares	0.36%
5	TXG	10x Genomics Inc Ordinary Shares - Class A	0.36%
6	UMBF	UMB Financial Corp	0.32%
7	BTSG	BrightSpring Health Services Inc	0.32%
8	GKOS	Glaukos Corp	0.32%
9	VSAT	Viasat Inc	0.3%
10	HUT	Hut 8 Corp	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 $78.04B. The expense ratio is 0.19%. On a $10,000 position that is $19.00 a year.

The largest positions on file are BlackRock Cash Funds Treasury SL Agency (XTSLA), Twist Bioscience Corp (TWST), and Moog Inc Class A (MOG-A). BlackRock Cash Funds Treasury SL Agency alone accounts for 0.48% of the portfolio. The ten largest positions together make up 3.55% of the fund.

Performance Analysis

The most recent close on file for IWM is $276.48, dated October 21, 2026. The trailing one-year total return is +13.08%. Across 10 years the annualized return works out at +9.98%. The fund distributes at a trailing yield of 0.98%.

So far in 2026 the total return is +13.08%. 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 20.79% above that 52-week low. Annualized volatility over the trailing 10 years is 23.02%. Beta against the wider market is reported at 1.27. 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 daily rebuild. Informational only, not financial advice. As of October 21, 2026.

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