IWM
iShares Russell 2000 ETF
📎 Investment Objective
The iShares Russell 2000 ETF (IWM) seeks to track the investment results of the Russell 2000 Index, which measures the performance of the small-capitalization sector of the U.S. equity market.
Overview
ETF tracking iShares Russell 2000 ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The iShares Russell 2000 ETF (IWM) seeks to track the investment results of the Russell 2000 Index, which measures the performance of the small-capitalization sector of the U.S. equity market.
🎯 Investment Strategy
The ETF invests in a representative sample of securities included in the Russell 2000 Index in order to replicate the index's performance. It uses a full replication strategy, meaning it holds all or substantially all of the securities in the underlying index.
✨ Key Features
- Provides exposure to small-cap U.S. stocks
- Tracks the widely followed Russell 2000 Index
- Low expense ratio of 0.00%
- High diversification with over 2,000 holdings
⚠️ Primary Risks
- Susceptibility to market volatility and economic downturns due to the small-cap focus
- Potential for higher risk and lower liquidity compared to large-cap stocks
- Tracking error risk as the fund may not perfectly replicate the index performance
- Currency risk for international investors due to the U.S. focus
👤 Best For
The iShares Russell 2000 ETF may be suitable for investors seeking broad exposure to the small-cap segment of the U.S. equity market as part of a diversified portfolio. It can be used for long-term growth, but investors should be aware of the higher volatility associated with small-cap stocks.
Top Holdings
| Rank | Ticker | Name | Weight | Sector |
|---|---|---|---|---|
| 1 | BE | BLOOM ENERGY CLASS A CORP | 0.80% | Industrials |
| 2 | CRDO | CREDO TECHNOLOGY GROUP HOLDING LTD | 0.76% | Information Technology |
| 3 | FN | FABRINET | 0.53% | Information Technology |
| 4 | NXT | NEXTPOWER INC CLASS A | 0.46% | Industrials |
| 5 | IONQ | IONQ INC | 0.45% | Information Technology |
| 6 | KTOS | KRATOS DEFENSE AND SECURITY SOLUTI | 0.43% | Industrials |
| 7 | GH | GUARDANT HEALTH INC | 0.41% | Health Care |
| 8 | OKLO | OKLO INC CLASS A | 0.40% | Utilities |
| 9 | SPXC | SPX TECHNOLOGIES INC | 0.37% | Industrials |
| 10 | BBIO | BRIDGEBIO PHARMA INC | 0.37% | Health Care |
| 11 | RMBS | RAMBUS INC | 0.36% | Information Technology |
| 12 | ENSG | ENSIGN GROUP INC | 0.36% | Health Care |
| 13 | STRL | STERLING INFRASTRUCTURE INC | 0.35% | Industrials |
| 14 | CDE | COEUR MINING INC | 0.35% | Materials |
| 15 | MDGL | MADRIGAL PHARMACEUTICALS INC | 0.35% | Health Care |