- BRIGHTSPRING HEALTH SERVICES INC (BTSG): 0.35%
- MOOG INC CLASS A (MOG-A): 0.34%
- UMB FINANCIAL CORP (UMBF): 0.34%
- CYTOKINETICS INC (CYTK): 0.33%
- OLD NATIONAL BANCORP (ONB): 0.30%
- CARETRUST REIT INC (CTRE): 0.30%
- HUT CORP (HUT): 0.30%
- JFROG LTD (FROG): 0.30%
- GLAUKOS CORP (GKOS): 0.28%
- KRYSTAL BIOTECH INC (KRYS): 0.28%
IWM ETF — Holdings & Analysis
iShares Trust - iShares Russell 2000 ETF is an exchange traded fund launched by BlackRock, Inc. 비용 비율 0.19%, $82.1B AUM, 1개 보유 종목, inception 2000.
iShares Russell 2000 ETF (IWM) ETF — Price, Holdings & Analysis
iShares Trust - iShares Russell 2000 ETF is an exchange traded fund launched by BlackRock, Inc. 비용 비율 0.19%, $82.1B AUM, 1개 보유 종목, inception 2000.
ETF 개요
It is managed by BlackRock Fund Advisors. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of small-cap companies. The fund seeks to track the performance of the Russell 2000 Index, by using representative sampling technique. iShares Trust - iShares Russell 2000 ETF was formed on May 22, 2000 and is domiciled in the United States.
iShares Trust - iShares Russell 2000 ETF is an exchange traded fund launched by BlackRock, Inc. It is managed by BlackRock Fund Advisors. The fund invests in public equity markets of the United States. iShares Russell 2000 ETF provides exposure to the equity market. The portfolio is concentrated with 1개 보유 종목. Sector allocation is spread across 12 sectors, with Healthcare as the largest at 20.5%.
위험 지표
iShares Russell 2000 ETF holds only 1 positions, creating elevated concentration risk where poor performance from a few holdings can significantly impact returns. With a beta of 1.26, this fund is more volatile than the broader market.
운용보수율
0.19%
주요 보유 종목
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- 헬스케어: 20.5%
- 금융 서비스: 17.9%
- 기술: 14.3%
- 산업재: 13.9%
- 경기소비재: 9.0%
- 부동산: 6.6%
- 에너지: 5.8%
- 기초 소재: 4.3%
- 유틸리티: 2.9%
- 필수소비재: 2.6%
- 커뮤니케이션 서비스: 1.9%
- 현금 및 기타: 0.3%
- 미국: 94.4%
- 버뮤다: 1.0%
- 캐나다: 0.9%
- 영국: 0.8%
- 스위스: 0.7%
- 아일랜드: 0.5%
- 기타: 0.4%
- 싱가포르: 0.3%
- 케이맨 제도: 0.2%
- 모나코: 0.2%
배당수익률
0.68%
- State Street Technology Select Sector SPDR ETF (XLK) — 비용 비율 0.08%
- State Street Financial Select Sector SPDR ETF (XLF) — 비용 비율 0.08%
- Invesco QQQ Trust, Series 1 (QQQ) — 비용 비율 0.18%
- State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) — 비용 비율 0.16%
- AdvisorShares Vice ETF (VICE) — 비용 비율 1.71%
- Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN) — 비용 비율 0.47%
- Invesco S&P 500 QVM Multi-factor ETF (QVML) — 비용 비율 0.11%
- Invesco ESG S&P 500 Equal Weight ETF (RSPE) — 비용 비율 0.20%
- iShares Russell Mid-Cap ETF (IWR) (주식) — 비용 비율 0.18%
- iShares MSCI Emerging Markets Small-Cap ETF (EEMS) (주식) — 비용 비율 0.72%
- iShares MSCI USA Momentum Factor ETF (MTUM) (주식) — 비용 비율 0.15%
- iShares Blockchain and Tech ETF (IBLC) (주식) — 비용 비율 0.47%
- iShares Climate Conscious & Transition MSCI USA ETF (USCL) (주식) — 비용 비율 0.08%
- iShares U.S. Equity Factor Rotation Active ETF (DYNF) (주식) — 비용 비율 0.26%
위험 지표
- 베타: 1.26
질문 및 답변
What is iShares Russell 2000 ETF (IWM)?
iShares Trust - iShares Russell 2000 ETF is an exchange traded fund launched by BlackRock, Inc. It is managed by BlackRock Fund Advisors. It holds 1 securities. With $82.1B in assets under management, it is one of the larger funds in its category.
What is the expense ratio for IWM?
iShares Russell 2000 ETF has an expense ratio of 0.19%, which is considered low for equity ETFs. This means for every $10,000 invested, annual fees would be approximately $19. Lower expense ratios generally lead to better long-term returns, all else being equal.
What are the top holdings in IWM?
The three largest positions in iShares Russell 2000 ETF are BRIGHTSPRING HEALTH SERVICES INC (BTSG, 0.3%), MOOG INC CLASS A (MOG-A, 0.3%), UMB FINANCIAL CORP (UMBF, 0.3%). Together these top three holdings represent 1.0% of the fund, out of 1 total positions. The fund is relatively diversified across its holdings.
What sectors does IWM invest in?
iShares Russell 2000 ETF allocates across 12 sectors. The largest sector exposures are Healthcare (20.5%), Financial Services (17.9%), Technology (14.3%). The sector allocation provides broad market exposure across multiple industries.
How long has IWM been around?
iShares Russell 2000 ETF was launched in 2000, making it 26 years old. As one of the longer-running ETFs, it has an extensive performance track record through multiple market cycles. It is managed by IShares.