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iShares Russell 2000 ETF
(AMEX: IWM) Add to Portfolio
$168.81
+0.41 (+0.24%)
as of Feb 20, 2020

Profile
Name: iShares Russell 2000 ETF
Ticker Symbol: IWM
Exchange: AMEX
Fund Family: BlackRock iShares
Description: The iShares Russell 2000 ETF seeks to track the investment results of an index composed of small-capitalization U.S. equities. The Fund seeks investment results that correspond to the performance of the Russell 2000 Index. The Index measures the performance of the small-capitalization sector of the U.S. equity market. The Fund uses a Representative Sampling strategy to try to track the Index.
Sectors: Small Cap
Underlying Index: Russell 2000 Index
Asset Class: Equity
Inception Date: 05/22/00
First Trade Date: 05/26/00
Leverage: Long

Investment Information
Alpha: -7.44   Latest Dividend: 0.60
Beta: 1.16   Dividend Date: 12/16/19
Standard Deviation: 5.24   Annual Dividend: $2.09
Shares Outstanding, K: 268   Annual Dividend Yield: 1.24%
Managed Assets, $K: 45.00   Latest Split: 2-1
Net Asset Value: 168.44   Split Date: 06/09/05
First Traded Price: 45.03   P/E Ratio: 17.71
*Mouse-over the field/value for description.

Performance
YTD Return: 23.73%   1 Year Return: 0.24%
3 Year Return: 22.86%   5 Year Return: 38.50%
10 Year Return: 165.33%
*Returns are calculated through the most recent quarter.

Fees
Management Fee: 0.19%
Gross Expense Ratio: 0.19%
Net Expense Ratio: 0.19%
Options: Yes

Top 10 Holdings
Sym Name Percent of Holdings
TDOCTELADOC HEALTH INC0.38%
NVCRNOVOCURE LTD0.38%
GNRCGENERAC HOLDINGS INC0.33%
LITELUMENTUM HOLDINGS INC0.32%
HAEHAEMONETICS CORP0.29%
AMEDAMEDISYS INC0.29%
CHDNCHURCHILL DOWNS INC0.27%
ACADACADIA PHARMACEUTICALS INC0.25%
RETAREATA PHARMACEUTICALS INC CLASS A0.24%
WMGIWRIGHT MEDICAL GROUP NV0.18%

Before investing in an ETF, be sure to carefully consider the fund's objectives, risks, charges, and expenses. For a prospectus containing this and other important information, please click on the Prospectus link. Please read the prospectus carefully before investing.

ETFs are subject to risk similar to those of their underlying securities, including, but not limited to, market, sector, or industry risks, and those regarding short-selling and margin account maintenance.

Performance data quoted represents past performance, is no guarantee of future results and may not provide an adequate basis for evaluating the performance potential of the product over varying market conditions or economic cycles. Current performance may be higher or lower than the performance data quotes. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost.

Research and planning tools are obtained by unaffiliated third party sources deemed reliable by Wang Investment Associates, Inc. However, Wang Investment does not guarantee accuracy and completeness, and makes no warranties with respect to results to be obtained from their use.All information supplied or obtained from this page is for informational purposes only and should not be considered investment advice or guidance,an offer of or solicitation of an offer to buy or sell a particular security, or a recommendation or endorsement by Wang Investment Associates, Inc. ETFs are baskets of securities that track recognized indexes and trade on an exchange like a stock. Commission fees apply.

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