ETF Analysis
IWM ETF: Russell 2000 Holdings, Performance and Small-Cap Risk
IWM answer
IWM, the iShares Russell 2000 ETF, holds 1,962 small U.S. companies from the Russell 2000 index. No single stock dominates: the top ten make up only 3.2% of the fund, and the largest sectors are Health Care (20.2%), Financials (19.4%), Industrials (13.7%). Small companies swing more than large ones; IWM's annualized volatility is 18.23% and its beta is 1.14. Its expense ratio is 0.19%.
- Expense ratio
- 0.19%
- Fund size
- $76.12B
- Holdings
- 1,962
- Top 10 weight
- 3.2%
- Annual volatility
- 18.23%
- Beta
- 1.14
iShares Russell 2000 ETF (IWM) currently has an AIQ Score of 60/100, indicating a neutral setup. Risk is the strongest factor at 77/100. Momentum is the weakest current factor at 39/100. Performance, momentum, risk, distribution, and exposure evidence should be read together at the latest market-close snapshot.
IWM at a Glance
Crawlable current metrics from the latest market-close ETF snapshot.
| Metric | Current |
|---|---|
| Price | $276.48 |
| AIQ Score | 60/100 |
| Overall View | Neutral |
| Technical Analysis Consensus | Sell |
| Fund Size | $76.12B |
| Expense Ratio | 0.19% |
| Holdings Count | 1,962 |
| NAV | $271.20 |
| Asset Class | Equity |
| Primary Exposure | Health Care (20.21%) |
| Issuer | IShares |
| Domicile | US |
| Inception Date | May 22, 2000 |
| Distribution Yield | 1.01% |
| Beta | 1.14 |
| Average Volume | 22.88M |
| 52-week range | $228.90-$305.18 |
| RSI 14 | 46.21 |
| 50-Day SMA | $287.49 |
| 200-Day SMA | $278.03 |
| Risk Score | 77/100 |
| Momentum Score | 39/100 |
| Value Exposure Score | 55/100 |
IWM Long-Horizon ETF Performance
Trailing returns, growth of $10,000, drawdown history, and calendar-year returns from available daily closes.
| Period | Total return | Annualized | Max drawdown | Start date |
|---|---|---|---|---|
| 1Y | 11.13% | 11.14% | -11.36% | Oct 20, 2025 |
| 3Y | 65.69% | 18.33% | -27.88% | Oct 20, 2023 |
| 5Y | 21.27% | 3.94% | -33.13% | Oct 22, 2021 |
| 10Y | 21.27% | 3.94% | -33.13% | Oct 22, 2021 |
Growth of $10,000
Indexed to the first available close in this history window.
Drawdown History
Peak-to-trough decline from each prior high over the available window.
Calendar-Year Returns
Full-year returns where available, with the current calendar year shown as YTD.
IWMiShares Russell 2000 ETF
Financial Services / Asset Management
Low Priority
Above Peers
Latest quote
- Momentum39
- Value55
- Quality75
- Risk resilience77
- Sentiment70
IWM ETF Analysis Summary
iShares Russell 2000 ETF (IWM) currently has an AIQ Score of 60/100, indicating a neutral setup. Risk resilience is the strongest factor at 77/100. Momentum is the weakest current factor at 39/100. Performance, exposure, distribution, momentum, and risk evidence should be read together at the latest market-close snapshot.
In a neutral regime, IWM has AIQ Score of 60/100 with Risk resilience base of 77/100 and fading Momentum at 39/100. Wait for component alignment before adding exposure.
Risk resilience (77/100) leads while Momentum (39/100) lags. This cross-factor spread creates entry timing uncertainty.
Financial Services · 0.25% ETF move · IWM classified in Asset Management.
Current Evidence
AlgovestIQ Evidence Summary
Current consensus, supporting evidence, recent changes, and what would strengthen or weaken the view.
Is IWM Bullish or Bearish Right Now?
IWM currently has a neutral overall setup. Risk Resilience is the strongest factor at 77/100, while Momentum is weakest at 39/100. The current evidence suggests a mixed rather than strongly bullish or bearish setup.
- - Quality is supportive at 75/100.
- - Risk Resilience is supportive at 77/100.
- - Momentum is weak at 39/100.
- - Price is -0.56% below its 200-day SMA.
- - Technical consensus has more sell votes than buy votes (28 vs 10).
Current Consensus
IWM's Technical Analysis Consensus is currently Sell, with 10 buy, 7 neutral, and 28 sell votes. IWM's 14-day RSI is 46.21, which places the ETF in a neutral momentum range. IWM's beta is 1.14, indicating market sensitivity broadly in line with the market.
What Changed in IWM?
The largest recent change in IWM is Momentum moving up by 15.0 points over the available 7-day comparison window. Risk Resilience remains the strongest visible factor.
What Would Change the IWM Outlook?
The current neutral outlook could improve if AIQ moves above 70, momentum recovers, risk resilience improves, and price confirms a stronger trend above the 50-day and 200-day moving averages. It would weaken if AIQ falls below 40, price loses long-term moving-average support, distribution or liquidity context deteriorates, or risk evidence worsens.
AIQ > 70, RSI above 55, price above SMA-50/SMA-200, and positive market-context evidence.
AIQ below 40, RSI below 45, loss of SMA-200, negative revisions, or rising volatility and drawdown risk.
IWM Decision Framework
Public evidence layers, setup checks, and risk context for iShares Russell 2000 ETF.
iShares Russell 2000 ETF (IWM) ETF Analysis
iShares Russell 2000 ETF has an AIQ Score of 60/100 in a Neutral regime. Risk is strongest at 77/100. Beta is 1.14, above market sensitivity. Review the supporting etf factors together before drawing a conclusion from any single score.
| Evidence Layer | Public Evidence |
|---|---|
| Regime Context | IWM is in a Neutral AIQ regime with score 60/100. |
| Signal Conflict | The primary conflict is that risk leads at 77/100 while momentum lags at 39/100. |
| Factor Evidence | Momentum 39/100 · Value 55/100 · Quality 75/100 · Risk 77/100 · Sentiment 70/100 |
| Persistence | Current snapshot evidence is shown; historical persistence remains in AIQ Pro. |
Current Setup Checklist
Risk is the strongest factor at 77/100.
Momentum is 39/100 and RSI (14) is 46.2.
IWM is in a Neutral regime at 60/100.
Risk factor is 77/100 with beta 1.14 and annual volatility 18.23%.
Current conflict: risk leads at 77/100 while momentum lags at 39/100.
IWM Research Cluster
ETF-specific paths for performance, risk, distributions, market context, data, comparisons, and news.
IWM ETF Analytics
IWM holdings context, yield, risk, valuation exposure, momentum, and AIQ evidence.
IWM Technical Analysis
IWM technical setup based on RSI, MACD, moving averages, AIQ Momentum, volume, trend, volatility, and pivots.
IWM ETF Market Context
Track IWM market context, news pressure, trend changes, income events, and current allocation evidence.
IWM Distribution Analysis
IWM distribution yield, annualized distributions, payment history, and income context.
IWM ETF Data
IWM available fund data, market metrics, technical readings, risk measures, and AIQ evidence.
IWM Risk Analysis
IWM volatility, beta, drawdown, Sharpe ratio, VaR, and downside resilience.
IWM ETF News
IWM ETF news, market tone, recent headlines, and catalyst context.
IWM vs Broad Market ETF Peers
Current peer cohort: IWM · VTI · QQQ · QQQM · IWR. Compare AIQ, factor scores, Sharpe ratio and 1-year volatility in one indexable view.
| Peer | AIQ | Value | Momentum | Risk | Sharpe | 1Y Volatility | Compare |
|---|---|---|---|---|---|---|---|
| IWM Current ETF | 60/100 | 55/100 | 39/100 | 77/100 | 0.47 | 18.23% | Current |
| VTI Vanguard Total Stock Market ETF | 64/100 | 42/100 | 66/100 | 87/100 | 0.81 | 12.98% | IWM vs VTI |
| QQQ Invesco QQQ Trust (Nasdaq-100) | 52/100 | 35/100 | 26/100 | 72/100 | 0.76 | 19.90% | IWM vs QQQ |
| QQQM Invesco Nasdaq-100 ETF (smaller shares) | 50/100 | 35/100 | 35/100 | 72/100 | 0.77 | 19.76% | IWM vs QQQM |
| IWR iShares Russell Mid-Cap ETF | 61/100 | 47/100 | 59/100 | 84/100 | 0.77 | 13.45% | IWM vs IWR |
Peer cohort is resolved dynamically from the AlgovestIQ universe taxonomy and Compare relationship graph. Data as of Oct 21, 2026.
Popular IWM Comparisons
How IWM scores against the names it is most often compared with.
About the AIQ Score
Methodology for the current ETF evidence.
The AlgovestIQ AIQ Score combines multiple dimensions of ETF evidence, including momentum, valuation exposure, quality, risk resilience, sentiment context, and timing signals. It is a descriptive research score, not a guarantee of future performance or a personalized recommendation.
View AIQ methodologyFactor Diagnostics
A compact bridge from the AIQ score to the evidence tabs.
Valuation exposure across the fund's holdings.
Quality context inferred from fund exposure and available evidence.
Trend, momentum, volume, and timing confirmation.
Resilience, volatility, beta, drawdown, and tail risk.
News and event pressure around the setup.
Open the return calculator with ETF context while purchase price, shares, dates and fees remain user inputs.
AIQ Component Profile
Compare the five component scores on one consistent 0–100 scale.
Review earnings timing, revisions, news pressure, and prior event reactions in one place.
Open catalystsNo quarterly financial rows in this snapshot.
Checked Oct 21, 2026
Explore factor drivers, conflicts, persistence, and scenario sensitivity in the advanced workspace.
ETF Analytics Snapshot
Current ETF evidence uses fund profile, cost, size, distribution, momentum, and risk fields.
ETF pages use fund-native profile fields for cost, size, liquidity, holdings breadth, NAV, issuer, and launch date.
Market Confirmation
Technicals are summarized first, with the indicator library behind it.
Risk Alignment
Higher resilience is stronger; exposure metrics stay separate.
Continue Researching IWM
Open the detailed evidence pages and workflows behind the ETF overview read.
Premium Feature
Full AIQ Analysis
AIQ Intelligence
AIQ Pro for IWM
Scenario Analysis
AIQ Scenario Builder
Portfolio Implication
Related Links
IWM ETF FAQ
What does IWM track?
IWM tracks the Russell 2000, an index of small U.S. companies; it holds 1,962 stocks.
What is IWM's expense ratio?
IWM's expense ratio is 0.19% a year.