IWM
US Small CapiShares Russell 2000 ETF
iShares · Tracks Russell 2000 Index · Inception May 22, 2000
Trailing returns
through Oct 23, 2026- 1 year
- +13.5%
- 3 year
- +20.2%
- annualized
- 5 year
- +5.2%
- annualized
Price return from month-end closes, distributions reinvested at month end. Excludes trading costs, bid-ask spreads and taxes. Past performance says nothing about future returns and is not part of the composite score — see the methodology for what the score does measure.
Composite score
Based on a 0.19% expense ratio.
Based on $78.04B in net assets.
Top-10 holdings represent 3.4% of net assets.
US Small Cap base · ETF wrapper · 0.99% TTM yield.
The composite is a weighted average of the four core sub-scores above (cost, tax efficiency, liquidity, concentration). Missing sub-scores fall back to the per-category median when the category has at least 50% data coverage, so funds without (e.g.) parsed N-PORT holdings aren't accidentally boosted by renormalization. Tracking quality is shown where computable but isn't currently part of the composite weighting. See methodology for formulas, the tracking-quality partial-coverage rationale, and the dimensions we deliberately don't score (methodology v0.5.2).
Look through IWM, or compare the fee
Tool · Look-through
Underlying holdings, with other funds added
Add tickers and weights; N-PORT positions are summed across the basket.
Tool · Cost
Compare IWM's fee against another fund
Compounds the 0.19% expense ratio against a peer over decades.
Tool · Overlap
Compare IWM's holdings with peers
Pairwise holdings heatmap, pre-loaded with similar US Small Cap funds.
Tool · TLH
Find a tax-loss harvesting partner for IWM
Ranks every catalog fund by holdings overlap, flags wash-sale risk.
Tool · Placement
Asset location for IWM across account types
Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | Moog, Inc. | 0.38% |
| 2 | Hut 8 Corp. | 0.37% |
| 3 | Viasat, Inc. | 0.35% |
| 4 | BrightSpring Health Services, Inc. | 0.35% |
| 5 | Cytokinetics, Inc. | 0.35% |
| 6 | MaxLinear, Inc. | 0.34% |
| 7 | Argan, Inc. | 0.34% |
| 8 | UMB Financial Corp. | 0.33% |
| 9 | JFrog Ltd. | 0.31% |
| 10 | Riot Platforms, Inc. | 0.30% |
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