iShares Russell 2000 ETF

Shareclass
iShares Russell 2000 ETF (IWM)
Type
Exchange-traded fund
Fund investment profile
Shareclass ticker
IWM
Data as of
30 Aug 2024
Shareclass name
iShares Russell 2000 ETF
% of fund assets screened
99%
Shareclass type
Exchange-traded funds (ETFs)
Fund net assets
$71.29 BILLION
Fund category
Small Blend
Domicile country
United States
Portfolio currency
US Dollar
Non-diversification risk
No
Socially responsible fund
No
Fossil fuels
Fossil fuel grade
D
Total fossil fuel stock holdings
113
Total % invested in fossil fuel stocks
7.79%
Total assets invested in fossil fuel stocks
$5.56 BILLION
Fossil fuel finance
Fossil fuel finance grade
A
Fossil fuel finance score
0
Total fossil fuel finance stock holdings
0
Total % invested in fossil fuel finance stocks
0%
Total assets invested in fossil fuel finance stocks
$0
Fossil fuel insurance
Fossil fuel insurance grade
A
Fossil fuel insurance score
0
Total fossil fuel insurance stock holdings
0
Total % invested in fossil fuel insurance stocks
0%
Total assets invested in fossil fuel insurance stocks
$0
Clean200
Total Clean200 stock holdings
7
Total % invested in Clean200 stocks
0.7%
Total assets invested in Clean200 stocks
$496.91 MILLION
Financial performance
Performance data provided byMorningstarFind more financial data on IWM at Morningstar.com
Current fund
IWM
iShares Russell 2000 ETF
Family
BlackRock/iShares
Category
Small Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 8/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-4.95% less in annualized returns
Less invested in fossil fuels 
0.64% less invested
Lower fossil finance risk score 
13 points lower
Lower fossil insurance risk score 
23 points lower
Less invested in Clean200 
18.26% less invested
Current fund
IWM
iShares Russell 2000 ETF
Family
BlackRock/iShares
Category
Small Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 8/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-4.95% less in annualized returns
Less invested in fossil fuels 
0.64% less invested
Lower fossil finance risk score 
13 points lower
Lower fossil insurance risk score 
23 points lower
Less invested in Clean200 
18.26% less invested
Current fund
IWM
iShares Russell 2000 ETF
Family
BlackRock/iShares
Category
Small Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 8/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-4.95% less in annualized returns
Less invested in fossil fuels 
0.64% less invested
Lower fossil finance risk score 
13 points lower
Lower fossil insurance risk score 
23 points lower
Less invested in Clean200 
18.26% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
IWM - iShares Russell 2000 ETF
18%
0.48%
9.57%
7.99%
7.79% 
Benchmark
IVV - iShares Core S&P 500 ETF
27%
9.35%
16%
13%
8.43% 
Fund compared to benchmark
 
-8.78%
-8.87%
-6.32%
-4.95%
0.64%  lower
Find more financial data on IWM at Morningstar.com
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