iShares Russell 2000 ETF (IWM) is a US small-cap ETF. As of October 28, 2026, ETF Copilot scores IWM 3.5 out of 10 — highest on Value (6.9), lowest on Quality (0.5). It trades at 17.1 times earnings, against its own median of 17.1. Its ten largest holdings are 3% of the fund.
What stands out in IWM's data
Tracks the Russell 2000, a broad index of U.S. small-cap stocks.
Profit margins trail most small-cap peers — the portfolio holds many companies still building earnings.
EBITDA margin of 18.9% runs behind the 20.3% category median. Holdings 1,965 names across the small-cap universe.
A small-cap risk layer for a portfolio, built on broad exposure to smaller U.S. companies.
Why did IWM move this week? It rose 1.7% in the week to October 28, 2026 — Viasat and Twist Bioscience drove it
IWM rose 1.7% in the week to October 28, 2026. The holdings that moved it most were Viasat (+25.0%), Twist Bioscience (+16.3%) and Brinker (+17.4%); Firstcash (−12.3%) pushed the other way.
How is IWM rated? ETF Copilot scores iShares Russell 2000 ETF (IWM) 3.5 out of 10
As of October 28, 2026, ETF Copilot scores iShares Russell 2000 ETF (IWM) 3.5 out of 10 overall.
ETF Copilot scores (0–10 scale, higher is better):
- Overall: 3.5 / 10
- Growth: 3.2 / 10
- Value: 6.9 / 10
- Risk: 2.6 / 10
- Quality: 0.5 / 10
- Return: 4.2 / 10
Is IWM expensive right now? It trades at 17.1 times earnings, against its own median of 17.1
As of October 28, 2026, IWM is cheaper than 51% of its own last 9 years.
Trailing 12 months, built from IWM's holdings. How we calculate this →
What's inside IWM? 15% Tech
What's inside IWM: Size (Large 0%, Mid 29%, Small 72%); Geography (International 6%, US 95%); Tech 14.9%; AI 0.3%; Semiconductors 2.4%; Memory 0.3%.
What are IWM's top holdings? The ten largest are 3% of the fund
Jfrog, Glaukos, Moog, UMB Financial, Brightspring Health Services, SM Energy, Twist Bioscience, Ryman Hospitality Properties, Caretrust and OLD National Bancorp are IWM's largest holdings, in that order.
Less concentrated than 90% of US Small Cap ETFs.
Half of IWM's weight sits in its 297 largest positions, and once those weights are taken into account it behaves like 828 equally weighted holdings.
What is IWM's expense ratio? 0.19% a year
As of October 28, 2026, IWM charges 0.19% a year, yields 0.97% and holds $75.6B in assets across 1965 positions.
| Measure | IWM |
|---|---|
| Expense ratio | 0.19% |
| Dividend yield | 0.97% |
| Assets under management | $75.6B |
| Holdings | 1965 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Cite this
ETF Copilot, “iShares Russell 2000 ETF (IWM) scores and holdings analysis”, as of October 28, 2026.
https://etf-copilot.com/etf/iwm
ETF Copilot Pro unlocks IWM's price and what each holding weighs.
Try Pro free →