ETF·NYSE
iShares Russell 2000 ETF (IWM)
- Net assets
- $78.04B
- Expense ratio
- 0.19%
- Yield
- 0.98%
- 52-week range
- $228.90 $305.18
The short version
Where IWM stands today, in four lines, and what CleaRank Financial AI makes of it.
IWM at a glance
iShares Russell 2000 ETF (IWM): Sell, 37/100 on CleaRank's AI score.
- Trend Down: the price is below both its 50- and 200-day moving averages ($289.07 and $277.65).
- Fund Expense ratio 0.19%, $78.0B in net assets, +16.1% total return over 1 year.
Figures as of October 17, 2026.
CleaRank Financial AI
CleaRank rates iShares Russell 2000 ETF (IWM) Sell, with a model score of 37/100.
One-year performance lifts the score most: the price rose 10.36% over the past year. Momentum holds it back most: the 14-day RSI of 31.9 is in the bearish zone and the MACD line is negative. The trend is down: IWM trades 6.44% below its 50-day average of $289.07 and 2.60% below its 200-day average of $277.65.
Only on CleaRank
Figures we compute ourselves from IWM's own price history. Tap one to see it in context.
Price and trading
The chart, today's range and how far the price has moved over each period.
Trend checks
2/4Price above its 50-day average ›
The price of $270.44 is 6.4% below the 50-day simple moving average of $289.07.Price above its 200-day average ›
The price is 2.6% below the 200-day simple moving average of $277.65.50-day average above the 200-day ›
The 50-day average ($289.07) is 4.1% above the 200-day average ($277.65), the arrangement of a rising longer-term trend.In the upper half of its 52-week range ›
The price sits at 54% of its 52-week range, between $228.90 and $305.18.
IWM share price
Pick a period: each tab shows how far IWM has moved over it, to the last close.
Today's trading
Where IWM sits inside today's range and its 52-week range.
Fund facts and valuation
What the fund holds, what it costs and how it is valued.
Fund checks
5/5Expense ratio at or below 0.20% ›
The fund charges 0.19% a year, $19.00 on a $10,000 holding.Over $1B in net assets ›
Net assets total $78.0B.No sector above 35% of the fund ›
The largest sector, Healthcare, makes up 20.9% of the fund.Pays a distribution ›
The distribution yield is 0.98%.Positive return over one year ›
The fund family reports a one-year total return of 16.07%.
IWM Fund Facts
iShares Russell 2000 ETF is an exchange-traded fund designed to track the Russell 2000 Index, providing broad exposure to U.S. small-cap equities. Managed by BlackRock’s iShares platform, the fund holds a diversified portfolio of smaller domestic companies across sectors such as industrials, information technology, health care, financials, and consumer discretionary. Its structure gives market participants a convenient way to access a large segment of the U.S. equity market through a single listed product.
Sector weights
Trailing total returns
| Period | IWM |
|---|---|
| YTD | 13.62% |
| 1 month | -5.24% |
| 3 months | -7.24% |
| 1 year | 16.07% |
| 3 years | 17.59% |
| 5 years | 6.22% |
| 10 years | 9.75% |
As of Oct 17, 2026, IWM has an expense ratio of 0.19%, $78.04B in net assets and a distribution yield of 0.98%.
Fund reference data as of Oct 17, 2026. Expense ratio and net assets are reported by the fund; returns are total returns and can differ from price change.
Key statistics
The headline figures for IWM.
What the numbers say
CleaRank Financial AI's reading of IWM's holdings, performance and risks.
Healthcare is the biggest sector in iShares Russell 2000 ETF (IWM), accounting for 20.9% of the fund. Financial Services comes next at 18.0%, with Technology at 14.6%. IWM is a Small Blend fund from iShares and was launched on May 22, 2000.
The expense ratio is 0.19%, which comes to $19.00 a year on a $10,000 holding. Net assets total $78.0B. The distribution yield is 0.98%. Portfolio turnover runs at 18%.
Normal swings for IWM run at about 0.82% a day. The downtrend is itself a risk for as long as the price stays under both moving averages.
AI analysis and technicals
CleaRank's score and reasoning, the indicators behind it, and what the price moves with.
Momentum checks
1/3RSI not overbought or oversold ›
The 14-day RSI is 31.9, showing bearish momentum without being oversold.RSI above 50 ›
An RSI of 31.9 is below the 50 midpoint, so sellers have had the upper hand over the last 14 days.MACD line above zero ›
The MACD line is negative, so the 12-day average is below the 26-day average.
CleaRank AI analysis of IWM
The score, the reasoning behind it, and what could move the price next.
The trend is down for iShares Russell 2000 ETF (IWM). Its price of $270.44 sits 6.44% under the 50-day average of $289.07 and 2.60% under the 200-day average of $277.65, so both moving averages lie overhead. The 50-day average is still 4.11% above the 200-day average. Across the 52-week range, which runs from $228.90 to $305.18, today's price stands at 54% of the way up.
A recent pullback sits inside a stronger longer record: the price fell 4.75% over the past month, fell 8.03% over the past three months and rose 10.36% over the past year. On momentum, the 14-day RSI reads 31.9, in the bearish zone, above the oversold line, with the MACD line negative.
- Keep an eye on the two levels nearest the price: the 200-day SMA at $277.65 sits above it, and the 52-week low at $228.90 sits below.
- The 14-day RSI stands at 31.9, which falls in the bearish zone, and the MACD line is negative. Readings above 70 or below 30 signal stretched momentum.
- Costs compound: at 0.19% a year, IWM charges $19.00 on every $10,000 invested.
IWM remains in a downtrend for as long as it trades below both its 50-day average of $289.07 and its 200-day average of $277.65. A close back above the 200-day would be the first sign of repair. Until then, the 200-day SMA at $277.65 is the first barrier the price would need to clear on the way up.
The next level below the price is the 52-week low at $228.90. With the RSI in the bearish band, momentum argues against a fast rebound.
Technical indicators
Momentum and trend for IWM, from its daily closes.
As of October 17, 2026, with IWM at $270.44, its 14-day RSI is 31.9 (showing bearish momentum without being oversold), its 50-day simple moving average is $289.07 and its 200-day is $277.65.
Calculated by CleaRank on daily closes as of October 17, 2026: Wilder's 14-day RSI, 50- and 200-day simple moving averages, MACD line (12, 26).
What IWM moves with
Correlation of daily returns over one year: +1 moves in step, 0 has no link, -1 moves the opposite way.
As of October 17, 2026, IWM's 1-year correlation of daily returns is +0.85 with S&P 500 (SPY), +0.78 with Nasdaq 100 (QQQ), +0.44 with Bitcoin (BTC) and +0.22 with gold (XAU).
A trade plan, if you want one
Entry, stop and target levels from the moving averages and recent volatility. Educational, not advice.
IWM trade plan
Entry, stop and target levels, sized to your account. Change the bias or the risk and every level updates.
Short entry pick an entry style
Risk management
Profit targets (Based on Conservative Entry)
These levels come from IWM's moving averages and recent volatility, not from a forecast. Educational levels, not financial advice; the full disclaimer is at the foot of the page.
Risk profile
How much IWM tends to move, against the market and on its own.
The long record
IWM's worst falls and recoveries, what $10,000 became, and which months have been kind to it.
Track record checks
3/4Average daily move under 2% ›
The price has moved 0.82% on an average day (30-day standard deviation of daily returns).Recovered from its worst fall ›
The worst fall was 38.6%, from August 2018 to March 2020, regained by November 2020.Most 1-year holds ended higher ›
69% of 1-year holding periods in the last 10 years ended with a gain.Beat the S&P 500 since the chart begins ›
$10,000 invested in October 2016 is now worth $25,469, against $42,055 in the S&P 500 (SPY).
IWM Drawdowns & Recovery
As of October 17, 2026, IWM's worst peak-to-trough fall over the last 10 years with dividends reinvested was -38.6% (August 2018 to March 2020); it regained that peak by November 2020, 8 months after the low, and 69% of 1-year holding periods ended with a gain.
From weekly closing values with dividends reinvested. A drawdown is the fall from the highest value reached so far to a later low.
Growth of $10,000
What $10,000 put into IWM in October 2016 is worth now, against the same amount in the S&P 500.
Against the market: IWM trailed the S&P 500 over this period: $25,469 against $42,055.
A $10,000 investment in IWM in October 2016 would be worth about $25,469 today with dividends reinvested, compared with about $42,055 for the same investment in the S&P 500 benchmark (also with dividends reinvested).
Seasonal patterns
Which calendar months have been kind to IWM, and which have not.
Strongest month, November: an average of +5.58%, up in 8 of 10 years.
Weakest month, March: an average of -4.49%, up in 2 of 10 years.
This month, October: has averaged +0.53%, up in 7 of 9 years. Past seasonality does not repeat on schedule.
Over the last 10 years, IWM's strongest calendar month has been November (average +5.58%, up in 8 of 10 years) and its weakest March (average -4.49%, up in 2 of 10 years).
Average return for each calendar month over the last 10 years, from weekly closing prices with dividends included.
Long-term scenarios
Thousands of simulated paths from the price history. A range of outcomes, not a forecast.
Monte Carlo projection
Thousands of simulated paths for $10,000 in IWM, from its own past volatility. The shaded area holds 80% of them.
CleaRank's 10-year Monte Carlo simulation projects that a $10,000 investment in IWM today could grow to about $19,992 by 2036 in the base case, with a 90th-percentile outcome near $51,049 and a 10th-percentile outcome around $7,829. The simulation models price only; at today's 0.98% yield, dividends would add to these figures. Projections are statistical simulations, not guarantees.
IWM 2030 Scenarios (Monte Carlo)
The same simulation in share prices, year by year.
CleaRank's simulation projects a price near $357 for IWM by 2030 in the base case, from $270 today (1.3x over 4 years). The 10th-percentile path ends near $197. These are outcomes of a Monte Carlo simulation run on IWM's historical return distribution, not price targets, and they assume no dividends are reinvested.
| Year | 10th percentile | Base case | 90th percentile | range base today |
|---|---|---|---|---|
| 2027 | $215 | $290 | $390 | |
| 2028 | $204 | $311 | $472 | |
| 2029 | $199 | $333 | $556 | |
| 2030 | $197 | $357 | $646 | |
| 2031 | $197 | $382 | $742 |
Method: a lognormal simulation of IWM's own volatility and capped historical trend, re-run daily; base case is the median path, the outer columns the 10th and 90th percentiles.
Questions people ask
Answered from the figures on this page, as of October 17, 2026.