Tearsheet

iShares Russell 2000 ETF (IWM)

Market Price (6/26/2026): $299.0

iShares Russell 2000 ETF (IWM)

Market Price (6/26/2026): $299.0

Key Takeaways

IWM has returned +21.6% YTD vs +8.0% for SPY; +42.1% over the past 12 months (SPY +22.0%). details →
Priced in gold, IWM has returned -17.8% over the past 3 years, vs +70.9% in dollars — its dollar gains have lagged gold. details →
Over the past month, IWM has seen net inflows of +$2.58B (+3.2% of assets). details →
IWM is trading at an all-time high. details →
72% of IWM's portfolio (by weight) is currently profitable, vs 98% for SPY. details →

Last updated: 6/25/2026.

Price Chart

ETF Price
Price/Gold

Asset Allocation with IWM

Risk Tolerance:

ConservativeModerateAggressive

Moderate — 55% equity / 25% bonds / 20% alternatives

10Y Return (ann.)

+10.1%

Volatility

13.5%

Sharpe

0.58

YTD

+12.5%

Modeled with monthly rebalancing to target weights; 10-year figures are annualized from monthly returns. Illustrative only — past performance is not indicative of future results.

	ETF	%	1D	1W	1M	YTD
Equity	IWM	25.0%	0.7%	3.1%	2.9%	21.6%
Bond	BND	50.0%	0.1%	0.6%	0.9%	1.0%
Gold	GLD	10.0%	1.0%	-4.9%	-10.8%	-6.8%
Commodity	DBC	2.5%	1.8%	-2.8%	-10.3%	20.4%
Real Estate	VNQ	5.0%	0.2%	2.5%	0.9%	12.0%
Bitcoin	BTCUSD	0.0%	-0.5%	-5.8%	-19.9%	-30.6%
Cash	GOVT	7.5%	0.0%	0.6%	0.6%	0.3%
Conservative Portfolio		100.0%	0.4%	0.7%	-0.1%	6.4%

	ETF	%	1D	1W	1M	YTD
Equity	IWM	55.0%	0.7%	3.1%	2.9%	21.6%
Bond	BND	25.0%	0.1%	0.6%	0.9%	1.0%
Gold	GLD	7.0%	1.0%	-4.9%	-10.8%	-6.8%
Commodity	DBC	4.0%	1.8%	-2.8%	-10.3%	20.4%
Real Estate	VNQ	5.0%	0.2%	2.5%	0.9%	12.0%
Bitcoin	BTCUSD	2.0%	-0.5%	-5.8%	-19.9%	-30.6%
Cash	GOVT	2.0%	0.0%	0.6%	0.6%	0.3%
Moderate Portfolio		100.0%	0.6%	1.4%	0.3%	12.5%

	ETF	%	1D	1W	1M	YTD
Equity	IWM	80.0%	0.7%	3.1%	2.9%	21.6%
Bond	BND	5.0%	0.1%	0.6%	0.9%	1.0%
Gold	GLD	3.0%	1.0%	-4.9%	-10.8%	-6.8%
Commodity	DBC	2.2%	1.8%	-2.8%	-10.3%	20.4%
Real Estate	VNQ	4.5%	0.2%	2.5%	0.9%	12.0%
Bitcoin	BTCUSD	5.2%	-0.5%	-5.8%	-19.9%	-30.6%
Cash	GOVT	0.0%	0.0%	0.6%	0.6%	0.3%
Aggressive Portfolio		100.0%	0.7%	2.1%	0.8%	16.6%

	ETF	%	Return	Volatility	Sharpe
Equity	IWM	25.0%	11.5%	20.8%	0.50
Bond	BND	50.0%	1.6%	5.2%	-0.18
Gold	GLD	10.0%	11.6%	15.1%	0.63
Commodity	DBC	2.5%	5.9%	17.0%	0.27
Real Estate	VNQ	5.0%	5.5%	17.8%	0.26
Bitcoin	BTCUSD	0.0%	56.4%	76.3%	0.89
Cash	GOVT	7.5%	0.5%	4.9%	-0.41
Conservative Portfolio		100.0%	5.8%	8.0%	0.40

	ETF	%	Return	Volatility	Sharpe
Equity	IWM	55.0%	11.5%	20.8%	0.50
Bond	BND	25.0%	1.6%	5.2%	-0.18
Gold	GLD	7.0%	11.6%	15.1%	0.63
Commodity	DBC	4.0%	5.9%	17.0%	0.27
Real Estate	VNQ	5.0%	5.5%	17.8%	0.26
Bitcoin	BTCUSD	2.0%	56.4%	76.3%	0.89
Cash	GOVT	2.0%	0.5%	4.9%	-0.41
Moderate Portfolio		100.0%	10.1%	13.5%	0.58

	ETF	%	Return	Volatility	Sharpe
Equity	IWM	80.0%	11.5%	20.8%	0.50
Bond	BND	5.0%	1.6%	5.2%	-0.18
Gold	GLD	3.0%	11.6%	15.1%	0.63
Commodity	DBC	2.2%	5.9%	17.0%	0.27
Real Estate	VNQ	4.5%	5.5%	17.8%	0.26
Bitcoin	BTCUSD	5.2%	56.4%	76.3%	0.89
Cash	GOVT	0.0%	0.5%	4.9%	-0.41
Aggressive Portfolio		100.0%	14.1%	19.0%	0.65

Figures are on an annualized basis, based on monthly return data for the last 10 years

	ETF	%	Inflation Shock	Covid Pandemic	2018 Correction
Equity	IWM	25.0%	-22.3%	-38.4%	-26.0%
Bond	BND	50.0%	-14.2%	-2.2%	1.3%
Gold	GLD	10.0%	-7.7%	-6.3%	5.0%
Commodity	DBC	2.5%	20.5%	-23.7%	-17.5%
Real Estate	VNQ	5.0%	-29.8%	-41.6%	-11.1%
Bitcoin	BTCUSD	0.0%	-56.0%	-33.5%	-37.4%
Cash	GOVT	7.5%	-12.4%	4.4%	1.6%
Conservative Portfolio		100.0%	-15.3%	-13.7%	-6.2%

	ETF	%	Inflation Shock	Covid Pandemic	2018 Correction
Equity	IWM	55.0%	-22.3%	-38.4%	-26.0%
Bond	BND	25.0%	-14.2%	-2.2%	1.3%
Gold	GLD	7.0%	-7.7%	-6.3%	5.0%
Commodity	DBC	4.0%	20.5%	-23.7%	-17.5%
Real Estate	VNQ	5.0%	-29.8%	-41.6%	-11.1%
Bitcoin	BTCUSD	2.0%	-56.0%	-33.5%	-37.4%
Cash	GOVT	2.0%	-12.4%	4.4%	1.6%
Moderate Portfolio		100.0%	-18.4%	-25.7%	-15.6%

	ETF	%	Inflation Shock	Covid Pandemic	2018 Correction
Equity	IWM	80.0%	-22.3%	-38.4%	-26.0%
Bond	BND	5.0%	-14.2%	-2.2%	1.3%
Gold	GLD	3.0%	-7.7%	-6.3%	5.0%
Commodity	DBC	2.2%	20.5%	-23.7%	-17.5%
Real Estate	VNQ	4.5%	-29.8%	-41.6%	-11.1%
Bitcoin	BTCUSD	5.2%	-56.0%	-33.5%	-37.4%
Cash	GOVT	0.0%	-12.4%	4.4%	1.6%
Aggressive Portfolio		100.0%	-22.6%	-35.2%	-23.5%

The table shows the return of different asset classes during market crises - specifically during the period where the S&P fell and bottomed

Learn More →

Tailored Asset Allocation
[1] Personalized 5 Level Risk Tolerance Assessment
[2] Asset Allocation for My Risk Tolerance

Learn More →

Protect Wealth
[1] Defensive Portfolios
[2] Tax-Efficient Strategies

Valuation & Yield

	Forward [4,5]	Now	Historical (CYE & TTM)
	6/30/27	6/26/26	2025	2024	2023	2022	2021
Share Price CYE		$298.91	$245.72	$218.12	$195.82	$167.62	$210.80
Dividend/Share TTM		$1.96	$2.55	$2.53	$2.70	$2.58	$2.09
Valuation [1]
P/S	1.47	1.52	1.28	1.23	1.17	1.04	1.38
P/E		26.95	23.52	23.63	20.23	15.90	20.50
P/E (Non-GAAP) [2]	18.55	22.65	19.56	19.41	16.84	11.89	18.34
P/FCF		42.79	33.51	43.65	—	28.03	18.73
Yields TTM
Earnings Yield	5.39%	3.71%	4.25%	4.23%	4.94%	6.29%	4.88%
Dividend Yield	0.66%	0.66%	1.04%	1.16%	1.38%	1.54%	0.99%
Total Yield (TY)	6.05%	4.37%	5.29%	5.39%	6.32%	7.83%	5.87%
Risk Premium [3]
Risk Free Rate (Rf)	4.41%	4.41%	4.18%	4.58%	3.88%	3.88%	1.52%
Risk Prem. (TY - Rf)	1.64%	-0.04%	1.11%	0.81%	2.44%	3.95%	4.35%
Growth Rates [6]
Sales Growth	6.5%	2.3%	6.7%	4.0%	-1.3%	16.7%
Earnings Growth [7]		13.2%		-122.0%		-734.7%

[1] P/E uses the aggregate method over profitable constituents; P/FCF aggregates net free cash flow across all constituents (negative-FCF names reduce it); P/S uses all constituents. Ratios reflect current ETF holdings at current weights. P/FCF has no Forward column (no analyst FCF estimate).
[2] P/E (Non-GAAP) uses analyst consensus net income (adjusted basis) for all periods. The standard P/E row above uses GAAP net income.
[3] The premium above the risk free rate (US 10Y) offered by the investment. Negative premiums can indicate stretched valuations.
Show more

Highlights

YIELD

IWM's earnings yield is 3.71%, based on its 26.9x trailing P/E. With a 0.66% dividend yield, IWM is yielding 4.37% in total.

RISK

Compared to US Treasuries at 4.41%, IWM's total yield implies a -0.04% risk premium. A negative risk premium means investors earn less than risk-free Treasuries — valuations are historically stretched, though expectations of falling interest rates or fast earnings growth can justify such levels.

FORWARD EXPECTATIONS

Based on analyst estimates, IWM's forward total yield is 6.05%, implying a 1.64% risk premium assuming stable Treasury rates.

Top 20 Holdings for IWM

Total Weights
Top 5: 5.0% | Top 10: 7.5% | Top 20: 11.5%

Ticker	Holding	ETF Weight	Sales Weight	Earnings Weight	Fwd P/S	Fwd P/E	Fwd Sales Growth	Fwd Earnings Growth
Total		92.80%	100.00%	100.00%	1.5	18.6	+6.5%	+24.7%
Top 20		11.46%	2.77%	4.43%	4.9	41.1	+17.8%	+35.2%
BE	Bloom Energy	1.83%	0.08%	0.00%	17.2	109.6	+71.9%	+141.1%
CRDO	Credo Technology	1.18%	0.05%	0.33%	19.5	41.2	+48.6%	+52.5%
STRL	Sterling Infrastructure	0.73%	0.13%	0.28%	6.6	40.7	+17.8%	+27.3%
FN	Fabrinet	0.62%	0.21%	0.38%	3.6	34.4	+23.2%	+18.1%
TTMI	TTM Technologies	0.61%	0.14%	0.16%	5.0	44.4	+17.8%	+30.6%
IONQ	IonQ	0.55%	0.01%	0.28%	58.1	—	+43.2%	—
NXT	Nextpower	0.53%	0.18%	0.54%	3.9	22.2	+15.7%	+28.4%
CDE	Coeur Mining	0.53%	0.20%	1.12%	1.9	9.6	+11.4%	+8.2%
GH	Guardant Health	0.47%	0.04%	—	12.4	—	+29.4%	—
SITM	SiTime	0.45%	0.02%	—	25.5	75.5	+32.3%	+40.9%
SATS	EchoStar	0.44%	0.36%	—	2.1	51.8	-3.8%	+964.4%
MOD	Modine Manufacturing	0.44%	0.15%	0.10%	3.5	31.8	+24.3%	+40.9%
RMBS	Rambus	0.41%	0.04%	0.21%	14.8	35.2	+20.3%	+25.3%
SMTC	Semtech	0.41%	0.05%	—	10.1	55.2	+23.7%	+39.1%
DOCN	DigitalOcean	0.40%	0.05%	0.20%	9.4	83.1	+51.4%	+39.8%
DY	Dycom Industries	0.40%	0.27%	0.24%	1.9	28.9	+11.3%	+17.6%
AEIS	Advanced Energy Industries	0.39%	0.09%	0.15%	5.8	36.0	+17.1%	+20.0%
SANM	Sanmina	0.38%	0.51%	0.21%	0.9	19.9	+15.0%	+16.7%
HUT	Hut 8	0.34%	0.01%	—	27.3	—	+87.7%	—
MOG-A	Moog	0.34%	0.18%	0.22%	2.9	36.3	+6.2%	+9.3%

[1] Total and Top 20 rows are weighted aggregates across constituents.
[2] Forward P/S and P/E ratios use consensus sales and earnings for the 12 months ending 6/30/27. Individual constituent FY1 and FY2 consensus figures adjusted to align with 6/30/27.
[3] Forward Sales and Non-GAAP Earnings Growth are calculated as next fiscal year (FY2) consensus growth over current fiscal year (FY1) consensus. They are not derived from the forward P/S and P/E multiples shown.

Performance for IWM Top Holdings

Ticker	Holding	Weight	Mkt Price 6/25	1D Rtn	1M Rtn	YTD Rtn	1Y Rtn	3Y Rtn	5Y Rtn	10Y Rtn
IWM	iShares Russell 2000 ETF	100.00%	298.91	0.7%	2.9%	21.6%	42.1%	70.9%	36.6%	212.7%
BE	Bloom Energy	1.83%	309.18	-5.2%	2.2%	255.8%	1,331.4%	1,893.4%	1,029.2%
CRDO	Credo Technology	1.18%	268.03	-0.4%	20.9%	86.3%	190.7%	1,463.8%
STRL	Sterling Infrastructure	0.73%	881.92	1.7%	12.6%	188.0%	292.6%	1,590.8%	3,677.0%	17,825.2%
FN	Fabrinet	0.62%	567.79	-0.1%	-16.6%	24.7%	98.6%	356.9%	495.9%	1,561.7%
TTMI	TTM Technologies	0.61%	210.57	0.4%	6.9%	205.2%	437.2%	1,491.6%	1,364.3%	2,912.4%
IONQ	IonQ	0.55%	50.56	-5.7%	-20.5%	12.7%	32.7%	389.4%	386.6%
NXT	Nextpower	0.53%	113.18	-3.0%	-13.7%	29.9%	96.6%	197.5%
CDE	Coeur Mining	0.53%	15.99	3.4%	-13.0%	-10.2%	81.1%	450.1%	80.5%	58.0%
GH	Guardant Health	0.47%	142.94	4.4%	19.3%	39.9%	186.5%	300.7%	16.0%
SITM	SiTime	0.45%	675.70	-2.4%	-9.1%	91.3%	231.6%	492.9%	438.4%
SATS	EchoStar	0.44%	103.92	0.0%	-15.6%	-4.4%	321.9%	507.3%	291.2%	242.5%
MOD	Modine Manufacturing	0.44%	283.67	2.5%	-4.1%	112.5%	177.2%	809.2%	1,631.8%	3,187.0%
RMBS	Rambus	0.41%	123.69	-0.7%	-21.3%	34.6%	99.8%	114.6%	436.6%	988.8%
SMTC	Semtech	0.41%	162.27	2.4%	-1.3%	120.2%	264.7%	571.1%	145.4%	650.9%
DOCN	DigitalOcean	0.40%	145.34	-2.2%	-9.6%	202.0%	422.2%	285.5%	183.8%
DY	Dycom Industries	0.40%	493.61	2.1%	17.4%	46.1%	107.8%	366.6%	536.0%	491.4%
AEIS	Advanced Energy Industries	0.39%	375.15	4.3%	10.5%	79.3%	182.0%	259.7%	242.5%	975.7%
SANM	Sanmina	0.38%	253.56	1.9%	-2.5%	69.0%	166.2%	342.9%	554.3%	907.8%
HUT	Hut 8	0.34%	117.68	1.4%	4.6%	156.2%	574.4%
MOG-A	Moog	0.34%	416.26	2.8%	21.5%	71.2%	135.8%	304.2%	403.7%	777.6%

Guidance Updates for IWM Top Holdings

	Ticker	Company	Earnings Date	Guidance Metric	Midpoint Value	% Change	Guidance Change
AEIS_5042026	AEIS	Advanced Energy Industries	5/4/2026	Q2 2026 Revenue	540.00 Mil	8.0%	RaisedRaised Prior Guidance of 500.00 Mil for Q1 2026
BE_4282026	BE	Bloom Energy	4/28/2026	2026 Revenue	3.60 Bil	12.5%	RaisedRaised Prior Guidance of 3.20 Bil for 2026
CRDO_6012026	CRDO	Credo Technology	6/1/2026	Q1 2027 Revenue	470.00 Mil	9.3%	Higher NewNew Guidance Higher than Prior Actual of 430.00 Mil for Q4 2026
DOCN_5052026	DOCN	DigitalOcean	5/5/2026	Q2 2026 Revenue	273.00 Mil	9.4%	Higher NewNew Guidance Higher than Prior Actual of 249.50 Mil for Q1 2026
DY_5272026	DY	Dycom Industries	5/27/2026	Q2 2027 Revenue	1.98 Bil	17.9%	Higher NewNew Guidance Higher than Prior Actual of 1.68 Bil for Q1 2027
FN_5042026	FN	Fabrinet	5/4/2026	Q4 2026 Revenue	1.27 Bil	8.1%	RaisedRaised Prior Guidance of 1.18 Bil for Q3 2026
IONQ_5062026	IONQ	IonQ	5/6/2026	Q2 2026 Revenue	66.50 Mil	34.3%	Higher NewNew Guidance Higher than Prior Actual of 49.50 Mil for Q1 2026
NXT_5122026	NXT	Nextpower	5/12/2026	2027 Revenue	3.95 Bil	14.1%	Higher NewNew Guidance Higher than Prior Actual of 3.46 Bil for 2026
SMTC_5262026	SMTC	Semtech	5/26/2026	Q2 2027 Revenue	328.00 Mil	15.9%	Higher NewNew Guidance Higher than Prior Actual of 283.00 Mil for Q1 2027
STRL_5042026	STRL	Sterling Infrastructure	5/4/2026	2026 Revenue	3.75 Bil	20.0%	RaisedRaised Prior Guidance of 3.12 Bil for 2026
TTMI_4292026	TTMI	TTM Technologies	4/29/2026	Q2 2026 Revenue	950.00 Mil	20.2%	Higher NewNew Guidance Higher than Prior Actual of 790.00 Mil for Q1 2026

Return vs. Risk

Price Returns Compared

	2021	2022	2023	2024	2025	2026	Total [1]
Returns
IWM Return	15%	-20%	17%	11%	13%	21%	61%
Peers Return	17%	-18%	18%	11%	9%	19%	64%
S&P 500 Return	27%	-19%	24%	23%	16%	7%	96%
Monthly Win Rates [3]
IWM Win Rate	75%	50%	42%	50%	67%	83%
Peers Win Rate	69%	45%	42%	52%	67%	83%
S&P 500 Win Rate	75%	42%	67%	75%	67%	50%
Max Drawdowns [4]
IWM Max Drawdown	-12%	-27%	-18%	-10%	-24%	-11%
Peers Max Drawdown	-11%	-25%	-17%	-9%	-24%	-10%
S&P 500 Max Drawdown	-5%	-25%	-10%	-8%	-19%	-9%

[1] Cumulative total returns since the beginning of 2021
[2] Peers: IJR, VB, SCHA, VTWO, DFAS.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 6/25/2026 (YTD)

Sharpe Ratios Compared

One measure of reward vs. risk is a Sharpe ratio. A higher ratio indicates better risk-adjusted returns. Most funds have Sharpe ratios < 1.0.

Ticker	1Y	3Y	5Y
IWM	1.76	0.78	0.23
Equity Top Results (3Y)
NASA	5.73	5.73	5.73
ARKX	4.13	4.13	4.13
OMFL	3.75	3.75	3.75
IALT	2.84	2.84	2.84
NUSC	2.36	2.36	2.36

Results as of 5312026.

Event	IWM	S&P 500
2025 US Tariff Shock
% Loss	-22.6%	-18.8%
% Gain to Breakeven	29.2%	23.1%
Time to Breakeven	106 days	79 days
Summer-Fall 2023 Five Percent Yield Shock
% Loss	-16.4%	-9.5%
% Gain to Breakeven	19.6%	10.5%
Time to Breakeven	48 days	24 days
2023 SVB Regional Banking Crisis
% Loss	-11.3%	-6.7%
% Gain to Breakeven	12.7%	7.1%
Time to Breakeven	111 days	31 days
2022 Inflation Shock & Fed Tightening
% Loss	-26.9%	-24.5%
% Gain to Breakeven	36.8%	32.4%
Time to Breakeven	761 days	427 days
2020 COVID-19 Crash
% Loss	-40.7%	-33.7%
% Gain to Breakeven	68.6%	50.9%
Time to Breakeven	231 days	140 days
Q4 2018 Fed Policy Error / Growth Scare
% Loss	-23.9%	-19.2%
% Gain to Breakeven	31.4%	23.8%
Time to Breakeven	353 days	105 days

Compare to IJR, VB, SCHA, VTWO, DFAS

In The Past

iShares Russell 2000 ETF's stock fell -22.6% during the 2025 US Tariff Shock. Such a loss loss requires a 29.2% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

Event	IWM	S&P 500
2025 US Tariff Shock
% Loss	-22.6%	-18.8%
% Gain to Breakeven	29.2%	23.1%
Time to Breakeven	106 days	79 days
2022 Inflation Shock & Fed Tightening
% Loss	-26.9%	-24.5%
% Gain to Breakeven	36.8%	32.4%
Time to Breakeven	761 days	427 days
2020 COVID-19 Crash
% Loss	-40.7%	-33.7%
% Gain to Breakeven	68.6%	50.9%
Time to Breakeven	231 days	140 days
Q4 2018 Fed Policy Error / Growth Scare
% Loss	-23.9%	-19.2%
% Gain to Breakeven	31.4%	23.8%
Time to Breakeven	353 days	105 days
2015-2016 China Devaluation / Global Growth Scare
% Loss	-21.5%	-12.2%
% Gain to Breakeven	27.4%	13.9%
Time to Breakeven	158 days	62 days
2011 US Debt Ceiling Crisis & European Contagion
% Loss	-27.2%	-17.9%
% Gain to Breakeven	37.3%	21.8%
Time to Breakeven	168 days	123 days
2008-2009 Global Financial Crisis
% Loss	-56.0%	-53.4%
% Gain to Breakeven	127.1%	114.4%
Time to Breakeven	638 days	1085 days

Compare to IJR, VB, SCHA, VTWO, DFAS

In The Past

iShares Russell 2000 ETF's stock fell -22.6% during the 2025 US Tariff Shock. Such a loss loss requires a 29.2% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

IWM Dip Buy History

IWM had 29 events since 1/1/2005 where the dip threshold of -5.0% within 60 days was triggered

17% median peak return within 1 year of dip event
273 days is the median time to peak return after a dip event
-18% median max drawdown within 1 year of dip event

60 Day Dip			IWM Subsequent Performance
Date	IWM	SPY	1Y	Peak Return	Max Drop	# Days to Peak
Median			10%	17%	-18%	273
2102025	-6%	1%	17%	20%	-23%	346
9262023	-6%	-4%	27%	30%	-7%	294
4122023	-6%	3%	15%	21%	-7%	351
9302022	-6%	-8%	5%	21%	0%	304
1142022	-5%	3%	-13%	0%	-23%	0
12012021	-6%	0%	-11%	6%	-23%	33
9202021	-6%	2%	-17%	12%	-24%	49
5122021	-6%	4%	-19%	15%	-19%	180
2272020	-8%	-5%	49%	55%	-33%	348
10082019	-5%	-4%	11%	16%	-32%	100
8152019	-5%	-0%	10%	17%	-31%	154
5282019	-5%	0%	-3%	15%	-32%	233
10102018	-6%	-0%	-3%	3%	-19%	208
11022016	-5%	-3%	30%	32%	-0%	335
1062016	-6%	-1%	27%	29%	-13%	364
8202015	-6%	-4%	7%	8%	-18%	361
9232014	-6%	2%	3%	17%	-6%	273
5202014	-6%	2%	16%	18%	-4%	330
11142012	-5%	-4%	46%	47%	-1%	349
5142012	-6%	-1%	28%	28%	-5%	365
7272011	-6%	-4%	-1%	7%	-23%	243
6042010	-6%	-7%	29%	38%	-7%	329
9152008	-6%	-10%	-11%	9%	-50%	4
7022008	-5%	-7%	-24%	13%	-48%	43
11192007	-6%	-3%	-39%	7%	-39%	37
7272007	-7%	-3%	-8%	10%	-15%	74
6122006	-8%	-5%	23%	26%	-2%	357
10122005	-7%	-4%	24%	27%	0%	208
3242005	-6%	-3%	24%	24%	-7%	365

[1] Dip event defined as first instance dip threshold is triggered within a 60-day time period.
[2] Analysis for period from 1/1/2005 to 6/25/2026

IWM had 16 events since 1/1/2005 where the dip threshold of -10% within 90 days was triggered

19% median peak return within 1 year of dip event
304 days is the median time to peak return after a dip event
-13% median max drawdown within 1 year of dip event

90 Day Dip			IWM Subsequent Performance
Date	IWM	SPY	1Y	Peak Return	Max Drop	# Days to Peak
Median			12%	19%	-13%	304
3132025	-10%	-5%	27%	38%	-12%	315
10202023	-11%	-3%	35%	38%	-3%	362
12192022	-12%	-9%	16%	18%	-5%	365
10112022	-10%	-14%	4%	19%	-1%	293
1262022	-11%	-1%	-2%	8%	-16%	62
3092020	-16%	-9%	74%	78%	-23%	337
10242018	-13%	-4%	8%	11%	-13%	194
1132016	-11%	-2%	37%	39%	-6%	357
8242015	-12%	-9%	14%	14%	-14%	365
8042011	-11%	-8%	10%	18%	-16%	235
8112010	-11%	-8%	8%	40%	-4%	261
10022008	-13%	-18%	-7%	0%	-45%	0
1082008	-10%	-4%	-28%	9%	-45%	149
11122007	-10%	-6%	-36%	5%	-40%	44
8092006	-11%	-2%	17%	28%	-0%	334
4282005	-10%	-4%	36%	37%	0%	356

[1] Dip event defined as first instance dip threshold is triggered within a 90-day time period.
[2] Analysis for period from 1/1/2005 to 6/25/2026

IWM had 7 events since 1/1/2005 where the dip threshold of -20% within 180 days was triggered

18% median peak return within 1 year of dip event
334 days is the median time to peak return after a dip event
-5.9% median max drawdown within 1 year of dip event

180 Day Dip			IWM Subsequent Performance
Date	IWM	SPY	1Y	Peak Return	Max Drop	# Days to Peak
Median			13%	18%	-6%	334
9212022	-22%	-20%	2%	15%	-6%	313
5112022	-22%	-11%	3%	18%	-4%	96
3122020	-25%	-14%	112%	112%	-11%	365
2052016	-21%	-10%	41%	43%	-3%	334
10032011	-24%	-14%	40%	43%	0%	347
10082008	-21%	-26%	13%	16%	-36%	349
3062008	-21%	-14%	-46%	15%	-46%	91

[1] Dip event defined as first instance dip threshold is triggered within a 180-day time period.
[2] Analysis for period from 1/1/2005 to 6/25/2026

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Current Dip Buy Opportunities Across ETFs

ETFs currently down 5% or more from trailing 6M peaks.

Ticker	Name	Dip %	Mkt Price	Price Date	Peak Price	Peak Date	# Days
OEF	iShares S&P 100 ETF	-5.4%	357.55	6252026	378.10	6012026	24
XLG	Invesco S&P 500 Top 50 ETF	-7.8%	59.56	6252026	64.59	6012026	24
MAGS	Roundhill Magnificent Seven ETF	-13.9%	61.07	6252026	70.94	5142026	42
ONEQ	Fidelity Nasdaq Composite Index ETF	-6.4%	99.88	6252026	106.70	6022026	23
VUG	Vanguard Growth ETF	-8.1%	82.96	6252026	90.29	6012026	24
IWF	iShares Russell 1000 Growth ETF	-8.3%	118.10	6252026	128.77	6012026	24
IVW	iShares S&P 500 Growth ETF	-5.7%	133.46	6252026	141.59	6012026	24
SCHG	Schwab U.S. Large-Cap Growth ETF	-7.6%	32.62	6252026	35.30	6012026	24
SPYG	State Street SPDR Portfolio S&P 500 Growth ETF	-5.8%	115.53	6252026	122.60	6012026	24
VONG	Vanguard Russell 1000 Growth ETF	-8.1%	121.64	6252026	132.35	6012026	24
MGK	Vanguard Mega Cap Growth ETF	-8.5%	84.27	6252026	92.06	6012026	24
AKRE	Akre Focus ETF	-21.2%	52.45	6252026	66.59	1062026	170
VSS	Vanguard FTSE All-World EX-US Small-Cap Index Fund	-5.2%	153.38	6252026	161.79	5112026	45
SCHC	Schwab International Small-Cap Equity ETF	-7.2%	47.81	6252026	51.54	3012026	116
FNDE	Schwab Fundamental Emerging Markets Equity ETF	-6.7%	39.50	6252026	42.35	6022026	23
EWY	iShares MSCI South Korea ETF	-6.5%	205.00	6252026	219.20	6212026	4
EWZ	iShares MSCI Brazil ETF	-18.1%	34.18	6252026	41.73	4142026	72
FXI	iShares China Large-Cap ETF	-22.3%	31.68	6252026	40.78	1292026	147
ILF	iShares Latin America 40 ETF	-11.9%	33.56	6252026	38.10	4142026	72
KWEB	KraneShares CSI China Internet ETF	-37.3%	23.63	6252026	37.66	1122026	164
SCHY	Schwab International Dividend Equity ETF	-6.1%	31.66	6252026	33.73	3012026	116
COWZ	Pacer US Cash Cows 100 ETF	-5.0%	62.21	6252026	65.48	6012026	24
ARKK	ARK Innovation ETF	-8.0%	76.54	6252026	83.21	1132026	163
URA	Global X Uranium ETF	-28.9%	43.92	6252026	61.81	1282026	148
BOTZ	Global X Funds Global X Robotics & Artificial Intelligence ETF	-12.1%	36.61	6252026	41.63	5132026	43
ROBO	ROBO Global Robotics & Automation Index ETF	-7.6%	83.44	6252026	90.34	6022026	23
LIT	Global X Lithium & Battery Tech ETF	-14.4%	78.45	6252026	91.62	5112026	45
ICLN	iShares Global Clean Energy ETF	-14.6%	20.29	6252026	23.75	6022026	23
ARKQ	ARK Autonomous Technology & Robotics ETF	-13.9%	123.84	6252026	143.82	5282026	28
ARKW	ARK Next Generation Internet ETF	-12.2%	135.69	6252026	154.48	12252025	182
ARKX	ARK Space & Defense Innovation ETF	-15.4%	31.92	6252026	37.74	5282026	28
NASA	Tema Space Innovators ETF	-36.9%	26.42	6252026	41.89	5272026	29
XOVR	EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF	-7.0%	19.47	6252026	20.93	6162026	9
AGIX	KraneShares Artificial Intelligence ETF	-8.7%	45.08	6252026	49.40	6012026	24
CGBL	Capital Group Core Balanced ETF	-6.2%	34.41	6252026	36.67	2252026	120
GDE	WisdomTree Efficient Gold Plus Equity Strategy Fund	-14.9%	59.90	6252026	70.39	5112026	45
RAAX	VanEck Real Assets ETF	-6.7%	39.86	6252026	42.70	5112026	45
VGT	Vanguard Information Technology ETF	-8.1%	115.47	6252026	125.62	6022026	23
XLK	State Street Technology Select Sector SPDR ETF	-6.9%	184.57	6252026	198.21	6022026	23
XLE	State Street Energy Select Sector SPDR ETF	-13.5%	54.09	6252026	62.56	3292026	88
XLC	State Street Communication Services Select Sector SPDR ETF	-11.8%	105.58	6252026	119.70	2012026	144
XLY	State Street Consumer Discretionary Select Sector SPDR ETF	-8.8%	113.35	6252026	124.27	1122026	164
XLP	State Street Consumer Staples Select Sector SPDR ETF	-6.2%	83.94	6252026	89.51	3012026	116
FXN	First Trust Energy AlphaDEX Fund	-11.9%	20.42	6252026	23.18	3292026	88
ITA	iShares U.S. Aerospace & Defense ETF	-5.2%	237.38	6252026	250.42	3022026	115
XOP	State Street SPDR S&P Oil & Gas Exploration & Production ETF	-17.8%	154.74	6252026	188.18	3292026	88
IGV	iShares Expanded Tech-Software Sector ETF	-21.7%	84.76	6252026	108.23	12252025	182
IAI	iShares U.S. Broker-Dealers & Securities Exchanges ETF	-6.2%	177.76	6252026	189.59	1152026	161
MISL	First Trust Indxx Aerospace & Defense ETF	-14.2%	43.73	6252026	50.98	1192026	157
RING	iShares MSCI Global Gold Miners ETF	-34.6%	65.01	6252026	99.42	3012026	116
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	-5.5%	21.68	6252026	22.95	2162026	129
PDBC	Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	-14.8%	16.11	6252026	18.91	5122026	44
DBC	Invesco DB Commodity Index Tracking Fund	-15.0%	26.93	6252026	31.69	5122026	44
COMT	iShares GSCI Commodity Dynamic Roll Strategy ETF	-16.1%	30.65	6252026	36.53	5192026	37
GSG	iShares GSCI Commodity	-5.8%	30.01	6252026	31.85	3182026	99
BCI	abrdn Bloomberg All Commodity Strategy K-1 Free ETF	-13.4%	22.44	6252026	25.91	5122026	44
FTGC	First Trust Global Tactical Commodity Strategy Fund	-11.5%	27.03	6252026	30.53	5122026	44
HGER	Harbor Commodity All-Weather Strategy ETF	-12.2%	29.38	6252026	33.47	5122026	44
GLD	SPDR Gold Trust	-25.5%	369.46	6252026	495.90	1292026	147
IAU	iShares Gold Trust	-25.5%	75.71	6252026	101.57	1292026	147
GLDM	SPDR Gold MiniShares Trust	-25.4%	79.66	6252026	106.77	1292026	147
SGOL	ETFS Physical Swiss Gold Shares	-13.1%	44.66	6252026	51.41	1292026	147
BAR	Direxion Daily Gold Bull 3X Shares	-16.6%	44.34	6252026	53.16	1292026	147
SLV	iShares Silver Trust	-50.4%	52.36	6252026	105.60	1282026	148
SIVR	ETFS Physical Silver Shares Trust ETF	-24.8%	83.39	6252026	110.87	1282026	148
PPLT	ETFS Physical Platinum Shares	-42.6%	14.49	6252026	25.23	1252026	151
CPER	United States Copper Index Fund ETV	-13.9%	33.33	6252026	38.71	1292026	147
PALL	ETFS Physical Palladium Shares	-42.1%	21.52	6252026	37.18	1282026	148
USO	United States Oil Fund LP	-28.5%	109.31	6252026	152.96	5192026	37
UNG	United States Natural Gas Fund LP	-30.5%	11.75	6252026	16.90	2012026	144
BNO	United States Brent Oil Fund LP ETV	-7.1%	55.85	6252026	60.13	5042026	52
IBIT	iShares Bitcoin Trust ETF	-39.5%	33.52	6252026	55.44	1142026	162
FBTC	Fidelity Wise Origin Bitcoin Fund	-39.5%	51.47	6252026	85.12	1142026	162
GBTC	Grayscale Bitcoin Trust ETF	-19.0%	61.84	6252026	76.31	1142026	162
ETHA	iShares Ethereum Trust ETF	-54.1%	11.74	6252026	25.59	1142026	162

ETF Fund Flows

Largest fund inflows and outflows across ETFs, with the asset-allocation rotation they imply.

Net fund flows · as of 2026-06-24

Asset allocation rotation · Past week

Equity ETFs drew the largest net inflows (+$25.9B), followed by Bond (+$2.7B), while Commodity (−$1.6B) and Crypto (−$951M) saw the largest outflows.
Within the mix, money rotated into US Large Cap Core (+$10.8B) and out of Factor Smart Beta (−$5.9B).
Relative to fund size, AVLV drew the largest inflow (+21.5% of AUM) and VLUE the largest outflow (−30.5%).

Largest inflows

#	Ticker	Name	Type	Net flow	% of AUM
1	IVV	iShares Core S&P 500 ETF	Equity US Large Cap Core	+$33.37B	+3.9%
2	SPY	State Street SPDR S&P 500 ETF Trust	Equity US Large Cap Core	+$10.58B	+1.4%
3	IWD	iShares Russell 1000 Value ETF	Equity US Large Value	+$10.18B	+13.0%
4	QQQ	Invesco QQQ Trust, Series 1	Equity US Nasdaq Growth	+$7.04B	+1.5%
5	IWF	iShares Russell 1000 Growth ETF	Equity US Large Growth	+$6.56B	+5.2%
6	IWR	iShares Russell Mid-Cap ETF	Equity US Mid Cap Core	+$3.88B	+6.9%
7	DRAM	Roundhill Memory ETF	Other	+$3.54B	+15.1%
8	AVLV	Avantis U.S. Large Cap Value ETF	Other	+$3.26B	+21.5%
9	IYW	iShares U.S. Technology ETF	Other	+$2.15B	+8.4%
10	SPYM	State Street SPDR Portfolio S&P 500 ETF	Equity US Large Cap Core	+$2.15B	+1.4%

#	Ticker	Name	Type	Net flow	% of AUM
1	AVLV	Avantis U.S. Large Cap Value ETF	Other	+$3.26B	+21.5%
2	TGRT	T. Rowe Price Growth ETF	Other	+$304M	+21.3%
3	FLKR	Franklin FTSE South Korea ETF	Other	+$276M	+20.6%
4	CGSM	Capital Group Short Duration Municipal Income ETF	Other	+$292M	+20.5%
5	TAGG	T. Rowe Price QM U.S. Bond ETF	Other	+$330M	+15.9%
6	DRAM	Roundhill Memory ETF	Other	+$3.54B	+15.1%
7	TMSL	T. Rowe Price Small-Mid Cap ETF	Other	+$370M	+14.3%
8	IWD	iShares Russell 1000 Value ETF	Equity US Large Value	+$10.18B	+13.0%
9	IWX	iShares Russell Top 200 Value ETF	Other	+$462M	+13.0%
10	IWC	iShares Micro-Cap ETF	Other	+$173M	+11.8%

Largest outflows

#	Ticker	Name	Type	Net flow	% of AUM
1	VOO	Vanguard S&P 500 ETF	Equity US Large Cap Core	-$35.3B	-3.6%
2	VO	Vanguard Mid-Cap ETF	Equity US Mid Cap Core	-$4.65B	-4.4%
3	VLUE	iShares MSCI USA Value Factor ETF	Equity Factor Smart Beta	-$3.83B	-30.5%
4	COWZ	Pacer US Cash Cows 100 ETF	Equity Factor Smart Beta	-$2.98B	-17.0%
5	VB	Vanguard Small-Cap ETF	Equity US Small Cap Core	-$2.8B	-3.5%
6	VXF	Vanguard Extended Market ETF	Other	-$2.76B	-9.0%
7	VTV	Vanguard Value ETF	Equity US Large Value	-$2.46B	-1.3%
8	DIA	State Street SPDR Dow Jones Industrial Average ETF Trust	Equity US Large Concentrated	-$2.09B	-4.9%
9	FDL	First Trust Morningstar Dividend Leaders Index Fund	Other	-$1.9B	-25.8%
10	VFLO	VictoryShares Free Cash Flow ETF	Other	-$1.86B	-24.7%

#	Ticker	Name	Type	Net flow	% of AUM
1	VLUE	iShares MSCI USA Value Factor ETF	Equity Factor Smart Beta	-$3.83B	-30.5%
2	FDL	First Trust Morningstar Dividend Leaders Index Fund	Other	-$1.9B	-25.8%
3	VFLO	VictoryShares Free Cash Flow ETF	Other	-$1.86B	-24.7%
4	COWG	Pacer US Large Cap Cash Cows Growth Leaders ETF	Other	-$528M	-23.5%
5	NASA	Tema Space Innovators ETF	Equity Thematic	-$409M	-21.7%
6	QQEW	First Trust Nasdaq-100 Select Equal Weight ETF	Equity US Nasdaq Growth	-$353M	-20.3%
7	USVM	VictoryShares US Small Mid Cap Value Momentum ETF	Other	-$321M	-18.9%
8	COWZ	Pacer US Cash Cows 100 ETF	Equity Factor Smart Beta	-$2.98B	-17.0%
9	QTEC	First Trust NASDAQ-100-Technology Sector Index Fund	Other	-$623M	-16.5%
10	FPX	First Trust US Equity Opportunities ETF	Other	-$240M	-15.5%

Asset allocation rotation · Past month

Equity ETFs drew the largest net inflows (+$97.8B), followed by Bond (+$22.0B), while Commodity (−$5.0B) and Crypto (−$4.9B) saw the largest outflows.
Within the mix, money rotated into US Large Cap Core (+$34.3B) and out of Factor Smart Beta (−$7.0B).
Relative to fund size, DRAM drew the largest inflow (+58.0% of AUM) and THRO the largest outflow (−37.0%).

Largest inflows

#	Ticker	Name	Type	Net flow	% of AUM
1	IVV	iShares Core S&P 500 ETF	Equity US Large Cap Core	+$42.9B	+5.1%
2	SPY	State Street SPDR S&P 500 ETF Trust	Equity US Large Cap Core	+$16.01B	+2.1%
3	IWD	iShares Russell 1000 Value ETF	Equity US Large Value	+$11.06B	+14.6%
4	QQQ	Invesco QQQ Trust, Series 1	Equity US Nasdaq Growth	+$9.83B	+2.0%
5	DRAM	Roundhill Memory ETF	Other	+$9.62B	+58.0%
6	SPYM	State Street SPDR Portfolio S&P 500 ETF	Equity US Large Cap Core	+$8.29B	+5.6%
7	IWF	iShares Russell 1000 Growth ETF	Equity US Large Growth	+$6.93B	+5.4%
8	QQQM	Invesco NASDAQ 100 ETF	Equity US Nasdaq Growth	+$5.53B	+5.7%
9	IUSB	iShares Core Universal USD Bond ETF	Bond Core Plus Multisector	+$5.22B	+12.5%
10	SGOV	iShares 0-3 Month Treasury Bond ETF	Cash	+$4.7B	+5.0%

#	Ticker	Name	Type	Net flow	% of AUM
1	DRAM	Roundhill Memory ETF	Other	+$9.62B	+58.0%
2	ARKQ	ARK Autonomous Technology & Robotics ETF	Equity Thematic	+$1.21B	+53.3% ⚠
3	CORO	iShares International Country Rotation Active ETF	Equity International Broad	+$3.73B	+50.6%
4	NASA	Tema Space Innovators ETF	Equity Thematic	+$1.11B	+45.4%
5	IALT	iShares Systematic Alternatives Active ETF	Equity Asset Allocation	+$1.9B	+42.5% ⚠
6	FTLS	First Trust Long/Short Equity ETF	Equity Asset Allocation	+$816M	+34.8%
7	XOVR	ERShares Private-Public Crossover ETF	Equity Thematic	+$682M	+31.5%
8	SNXX	Tradr 2X Long SNDK Daily ETF	Other	+$892M	+30.0% ⚠
9	FLKR	Franklin FTSE South Korea ETF	Other	+$315M	+28.8%
10	AVLV	Avantis U.S. Large Cap Value ETF	Other	+$3.63B	+27.6%

Largest outflows

#	Ticker	Name	Type	Net flow	% of AUM
1	VOO	Vanguard S&P 500 ETF	Equity US Large Cap Core	-$33.36B	-3.3%
2	QUAL	iShares MSCI USA Quality Factor ETF	Equity Factor Smart Beta	-$7.0B	-15.4%
3	EFV	iShares MSCI EAFE Value ETF	Equity International Developed Broad	-$5.82B	-23.3%
4	TLT	iShares 20+ Year Treasury Bond ETF	Bond Long Treasury	-$3.54B	-8.7%
5	VLUE	iShares MSCI USA Value Factor ETF	Equity Factor Smart Beta	-$3.43B	-23.7%
6	IBIT	iShares Bitcoin Trust ETF	Crypto	-$3.37B	-6.8%
7	GLD	SPDR Gold Shares	Commodity Gold	-$2.95B	-2.1%
8	IAGG	iShares Core International Aggregate Bond ETF	Bond International	-$2.79B	-25.3%
9	DIA	State Street SPDR Dow Jones Industrial Average ETF Trust	Equity US Large Concentrated	-$2.6B	-5.8%
10	THRO	iShares U.S. Thematic Rotation Active ETF	Equity Thematic	-$2.41B	-37.0%

#	Ticker	Name	Type	Net flow	% of AUM
1	THRO	iShares U.S. Thematic Rotation Active ETF	Equity Thematic	-$2.41B	-37.0%
2	MAGS	Roundhill Investments - Magnificent Seven ETF	Equity US Large Concentrated	-$1.04B	-28.0%
3	IAGG	iShares Core International Aggregate Bond ETF	Bond International	-$2.79B	-25.3%
4	VLUE	iShares MSCI USA Value Factor ETF	Equity Factor Smart Beta	-$3.43B	-23.7%
5	EFV	iShares MSCI EAFE Value ETF	Equity International Developed Broad	-$5.82B	-23.3%
6	KWEB	KraneShares CSI China Internet ETF	Equity Emerging Markets	-$1.07B	-18.1%
7	IYK	iShares U.S. Consumer Staples ETF	Other	-$248M	-17.9%
8	ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	Equity Emerging Markets	-$327M	-17.8%
9	DBA	Invesco DB Agriculture Fund	Other	-$212M	-17.8%
10	QUAL	iShares MSCI USA Quality Factor ETF	Equity Factor Smart Beta	-$7.0B	-15.4%

Asset allocation rotation · Past 3 months

Equity ETFs drew the largest net inflows (+$234.0B), followed by Bond (+$56.9B), while Commodity (−$5.8B) and Crypto (−$4.6B) saw the largest outflows.
Within the mix, money rotated into US Large Cap Core (+$111.7B) and out of Factor Smart Beta (−$6.5B).
Relative to fund size, DRAM drew the largest inflow (+194.7% of AUM) and MISL the largest outflow (−46.7%).

Largest inflows

#	Ticker	Name	Type	Net flow	% of AUM
1	IVV	iShares Core S&P 500 ETF	Equity US Large Cap Core	+$63.55B	+7.9%
2	SPY	State Street SPDR S&P 500 ETF Trust	Equity US Large Cap Core	+$34.55B	+4.6%
3	QQQ	Invesco QQQ Trust, Series 1	Equity US Nasdaq Growth	+$20.02B	+4.3%
4	SPYM	State Street SPDR Portfolio S&P 500 ETF	Equity US Large Cap Core	+$19.02B	+13.5%
5	DRAM	Roundhill Memory ETF	Other	+$18.33B	+194.7%
6	QQQM	Invesco NASDAQ 100 ETF	Equity US Nasdaq Growth	+$13.23B	+14.6%
7	SGOV	iShares 0-3 Month Treasury Bond ETF	Cash	+$13.16B	+15.1%
8	VTI	Vanguard Total Stock Market ETF	Equity US Total Market	+$12.69B	+2.0%
9	IWD	iShares Russell 1000 Value ETF	Equity US Large Value	+$9.27B	+12.6%
10	SCHD	Schwab U.S. Dividend Equity ETF	Equity Dividend Income	+$8.1B	+8.9%

#	Ticker	Name	Type	Net flow	% of AUM
1	DRAM	Roundhill Memory ETF	Other	+$18.33B	+194.7%
2	XOVR	ERShares Private-Public Crossover ETF	Equity Thematic	+$1.47B	+127.2%
3	FXN	First Trust Energy AlphaDEX Fund	Equity Broad Sector	+$903M	+75.6%
4	ARKQ	ARK Autonomous Technology & Robotics ETF	Equity Thematic	+$1.26B	+58.0% ⚠
5	TSPA	T. Rowe Price U.S. Equity Research ETF	Other	+$1.56B	+52.7%
6	IYT	iShares U.S. Transportation ETF	Equity Industry Subsector	+$1.09B	+51.5%
7	AVIV	Avantis International Large Cap Value ETF	Equity International Developed Broad	+$651M	+49.5%
8	DTCR	Global X - Data Center & Digital Infrastructure ETF	Other	+$926M	+49.3%
9	TMSL	T. Rowe Price Small-Mid Cap ETF	Other	+$1.04B	+47.5%
10	SNXX	Tradr 2X Long SNDK Daily ETF	Other	+$986M	+46.8% ⚠

Largest outflows

#	Ticker	Name	Type	Net flow	% of AUM
1	VOO	Vanguard S&P 500 ETF	Equity US Large Cap Core	-$13.48B	-1.4%
2	QUAL	iShares MSCI USA Quality Factor ETF	Equity Factor Smart Beta	-$7.35B	-15.1%
3	EFV	iShares MSCI EAFE Value ETF	Equity International Developed Broad	-$5.88B	-19.9%
4	GLD	SPDR Gold Shares	Commodity Gold	-$5.51B	-3.6%
5	DIA	State Street SPDR Dow Jones Industrial Average ETF Trust	Equity US Large Concentrated	-$3.9B	-8.9%
6	VLUE	iShares MSCI USA Value Factor ETF	Equity Factor Smart Beta	-$3.23B	-25.7%
7	BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	Cash	-$3.12B	-6.7%
8	IWM this	iShares Russell 2000 ETF	Equity US Small Cap Core	-$3.09B	-4.0%
9	THRO	iShares U.S. Thematic Rotation Active ETF	Equity Thematic	-$2.22B	-28.3%
10	TLT	iShares 20+ Year Treasury Bond ETF	Bond Long Treasury	-$2.22B	-5.3%

#	Ticker	Name	Type	Net flow	% of AUM
1	MISL	First Trust Indxx Aerospace & Defense ETF	Equity Industry Subsector	-$640M	-46.7%
2	THRO	iShares U.S. Thematic Rotation Active ETF	Equity Thematic	-$2.22B	-28.3%
3	OMFL	Invesco Russell 1000 Dynamic Multifactor ETF	Equity Factor Smart Beta	-$1.28B	-27.7%
4	VLUE	iShares MSCI USA Value Factor ETF	Equity Factor Smart Beta	-$3.23B	-25.7%
5	SH	ProShares - Short S&P500	Other	-$268M	-24.5%
6	AKRE	Akre Focus ETF	Equity US Large Growth	-$1.45B	-23.1%
7	IYJ	iShares U.S. Industrials ETF	Equity Broad Sector	-$434M	-22.3%
8	IAI	iShares U.S. Broker-Dealers & Securities Exchanges ETF	Equity Industry Subsector	-$317M	-21.4%
9	EFV	iShares MSCI EAFE Value ETF	Equity International Developed Broad	-$5.88B	-19.9%
10	RING	iShares MSCI Global Gold Miners ETF	Equity Industry Subsector	-$525M	-18.2%

Largest ETF fund flows across ~2553 funds (min AUM $100M). Net creations/redemptions; leveraged & inverse ETFs excluded. A ⚠ marks a day excluded as a suspected data error.

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About IWM

Holdings Count: 1
Expense Ratio: 0.19%
Inception Date: 2000-05-22

iShares Russell 2000 ETF
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. 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.
Asset Class: Equity | ETF Website

	Title	Date
0	DASHBOARDS
1	The Real Drivers Behind IWM's Big Return	06/26/2026

	Title
0	ARTICLES

Recent Active Movers

Top Gainers

Ticker	Company	Category	1D Rtn	YTD Rtn
VLUE	iShares MSCI USA Value Factor ETF	Equity	4.0%	50.3%
SOXX	iShares Semiconductor ETF	Equity	3.9%	107.7%
EWY	iShares MSCI South Korea ETF	Equity	3.9%	110.9%
SPMO	Invesco S&P 500 Momentum ETF	Equity	3.8%	34.2%
SOXQ	Invesco PHLX Semiconductor ETF	Equity	3.7%	97.1%
MTUM	iShares MSCI USA Momentum Factor ETF	Equity	3.3%	35.7%
SMH	VanEck Semiconductor ETF	Equity	2.9%	76.8%
USO	United States Oil Fund LP	Commodity	2.8%	58.1%
RAAX	VanEck Real Assets ETF	Equity	2.4%	14.1%
ASHR	Xtrackers Harvest CSI 300 China A-Sha...	Equity	2.3%	11.7%

Top Losers

Ticker	Company	Category	1D Rtn	YTD Rtn
NASA	Tema Space Innovators ETF	Equity	-3.4%	4.9%
KWEB	KraneShares CSI China Internet ETF	Equity	-2.8%	-30.6%
MAGS	Roundhill Magnificent Seven ETF	Equity	-2.6%	-7.4%
FXI	iShares China Large-Cap ETF	Equity	-2.1%	-17.3%
ARKW	ARK Next Generation Internet ETF	Equity	-2.0%	-8.2%
IAI	iShares U.S. Broker-Dealers & Securit...	Equity	-2.0%	-0.5%
URA	Global X Uranium ETF	Equity	-1.8%	2.8%
IGV	iShares Expanded Tech-Software Sector...	Equity	-1.6%	-19.8%
ETHA	iShares Ethereum Trust ETF	Cryptocurrency	-1.5%	-47.7%
XLY	State Street Consumer Discretionary S...	Equity	-1.5%	-4.9%

Top Gainers

Ticker	Company	Category	1W Rtn	YTD Rtn
XBI	State Street SPDR S&P Biotech ETF	Equity	8.8%	24.3%
IBB	iShares Biotechnology ETF	Equity	5.9%	8.9%
KRE	State Street SPDR S&P Regional Bankin...	Equity	5.1%	16.0%
IJT	iShares S&P Small-Cap 600 Growth ETF	Equity	4.6%	24.3%
SLYG	State Street SPDR S&P 600 Small Cap G...	Equity	4.3%	24.4%
VHT	Vanguard Health Care ETF	Equity	4.3%	2.5%
SOXX	iShares Semiconductor ETF	Equity	4.2%	107.7%
VLUE	iShares MSCI USA Value Factor ETF	Equity	4.2%	50.3%
IYT	iShares U.S. Transportation ETF	Equity	4.0%	16.7%
IJR	iShares Core S&P Small-Cap ETF	Equity	4.0%	21.9%

Top Losers

Ticker	Company	Category	1W Rtn	YTD Rtn
NASA	Tema Space Innovators ETF	Equity	-16.5%	4.9%
SLV	iShares Silver Trust	Commodity	-13.6%	-18.7%
RING	iShares MSCI Global Gold Miners ETF	Equity	-11.0%	-11.7%
ETHA	iShares Ethereum Trust ETF	Cryptocurrency	-10.2%	-47.7%
PALL	ETFS Physical Palladium Shares	Commodity	-9.2%	-26.0%
FBTC	Fidelity Wise Origin Bitcoin Fund	Cryptocurrency	-7.9%	-32.5%
IBIT	iShares Bitcoin Trust ETF	Cryptocurrency	-7.8%	-32.5%
MISL	First Trust Indxx Aerospace & Defense...	Equity	-7.6%	2.2%
PPLT	ETFS Physical Platinum Shares	Commodity	-7.5%	-22.3%
ARKX	ARK Space & Defense Innovation ETF	Equity	-7.5%	-8.5%

Top Gainers

Ticker	Company	Category	1M Rtn	YTD Rtn
XBI	State Street SPDR S&P Biotech ETF	Equity	13.7%	24.3%
SOXX	iShares Semiconductor ETF	Equity	9.7%	107.7%
IHF	iShares U.S. Healthcare Providers ETF	Equity	9.4%	13.9%
IBB	iShares Biotechnology ETF	Equity	8.4%	8.9%
SOXQ	Invesco PHLX Semiconductor ETF	Equity	8.4%	97.1%
MTUM	iShares MSCI USA Momentum Factor ETF	Equity	8.0%	35.7%
UNG	United States Natural Gas Fund LP	Commodity	7.7%	-4.2%
SPMO	Invesco S&P 500 Momentum ETF	Equity	6.6%	34.2%
KRE	State Street SPDR S&P Regional Bankin...	Equity	6.4%	16.0%
SLYG	State Street SPDR S&P 600 Small Cap G...	Equity	6.2%	24.4%

Top Losers

Ticker	Company	Category	1M Rtn	YTD Rtn
NASA	Tema Space Innovators ETF	Equity	-36.5%	4.9%
SLV	iShares Silver Trust	Commodity	-24.9%	-18.7%
ETHA	iShares Ethereum Trust ETF	Cryptocurrency	-24.8%	-47.7%
FBTC	Fidelity Wise Origin Bitcoin Fund	Cryptocurrency	-22.1%	-32.5%
IBIT	iShares Bitcoin Trust ETF	Cryptocurrency	-22.0%	-32.5%
USO	United States Oil Fund LP	Commodity	-20.2%	58.1%
PPLT	ETFS Physical Platinum Shares	Commodity	-18.3%	-22.3%
RING	iShares MSCI Global Gold Miners ETF	Equity	-15.7%	-11.7%
PALL	ETFS Physical Palladium Shares	Commodity	-14.4%	-26.0%
URA	Global X Uranium ETF	Equity	-13.6%	2.8%

Peer Comparisons

Peers to compare with:

Profile

	IWM	IJR	VB	SCHA	VTWO	DFAS	Median
Name	iShares Ru.	iShares Co.	Vanguard S.	Schwab U.S.	Vanguard R.	Dimensiona.
Asset Class	Equity	Equity	Equity	Equity	Equity	Equity	-
AUM ($ Bil)	81.7	109.8	182.7	23.6	17.5	14.9	52.6
Expense Ratio	0.19%	0.06%	0.03%	0.03%	0.06%	0.26%	0.06%
10-D Avg Volume (Mil)	30.25	4.74	0.70	2.24	2.76	0.47	2.50
Latest Day Volume (Mil)	22.33	3.02	0.56	2.32	1.19	0.36	1.75
Holdings Count	1	657	1,357	1,706	1,969	2,048	1,532
Inception Date	5/22/2000	5/22/2000	1/26/2004	11/3/2009	9/20/2010	12/15/1998	-

Fundamentals

	IWM	IJR	VB	SCHA	VTWO	DFAS	Median
Name	iShares Ru.	iShares Co.	Vanguard S.	Schwab U.S.	Vanguard R.	Dimensiona.
Net Asset Value	296.55	143.25	296.60	35.21	119.53	80.20	-
Premium/Discount	0.8%	2.1%	0.7%	1.3%	1.0%	1.5%	1.1%
Distribution Yield	0.9%	1.1%	1.2%	1.0%	1.1%	0.9%	1.0%
Sales Yield	63.4%	82.9%	61.9%	62.3%	63.5%	79.1%	63.4%
Earnings Yield	3.5%	4.5%	3.7%	3.7%	3.7%	4.6%	3.7%

Valuation

	IWM	IJR	VB	SCHA	VTWO	DFAS	Median
Name	iShares Ru.	iShares Co.	Vanguard S.	Schwab U.S.	Vanguard R.	Dimensiona.
P/S (TTM)	1.6x	1.2x	1.6x	1.6x	1.6x	1.3x	1.6x
P/E (TTM)	28.2x	22.1x	26.7x	27.2x	27.2x	21.7x	27.0x
P/FCF (TTM)	58.6x	31.1x	27.8x	43.5x	64.6x	21.2x	37.3x
Forward P/E	19.2x	15.6x	17.7x	17.9x	18.9x	14.9x	17.8x
Forward P/S	1.5x	1.2x	1.5x	1.5x	1.5x	1.2x	1.5x

Risk

	IWM	IJR	VB	SCHA	VTWO	DFAS	Median
Name	iShares Ru.	iShares Co.	Vanguard S.	Schwab U.S.	Vanguard R.	Dimensiona.
Volatility (1Y)	19.7%	17.7%	16.6%	18.8%	19.6%	17.0%	18.3%
Volatility (3Y)	21.2%	20.3%	18.9%	20.5%	21.2%	19.5%	20.4%
Volatility (5Y)	22.6%	21.4%	20.8%	22.1%	22.6%	20.9%	21.7%
Beta (1Y)	1.30	1.07	1.10	1.24	1.30	1.05	1.17
Beta (3Y)	1.15	1.06	1.08	1.13	1.15	1.05	1.11
Beta (5Y)	1.13	1.04	1.08	1.12	1.13	1.04	1.10
Sharpe Ratio (1Y)	1.82	1.82	1.58	2.00	1.85	1.62	1.82
Sharpe Ratio (3Y)	0.91	0.83	0.91	0.98	0.92	0.85	0.91
Sharpe Ratio (5Y)	0.41	0.42	0.46	0.46	0.42	0.53	0.44
Max Drawdown (1Y)	-11.0%	-8.7%	-9.0%	-9.5%	-11.0%	-9.4%	-9.4%
Max Drawdown (3Y)	-27.5%	-28.0%	-25.4%	-27.3%	-27.6%	-26.1%	-27.4%
Max Drawdown (5Y)	-31.9%	-28.0%	-28.2%	-30.8%	-31.9%	-26.1%	-29.5%

Returns

	IWM	IJR	VB	SCHA	VTWO	DFAS	Median
Name	iShares Ru.	iShares Co.	Vanguard S.	Schwab U.S.	Vanguard R.	Dimensiona.
1M Return	2.9%	4.8%	2.0%	5.0%	3.1%	3.4%	3.3%
3M Return	18.7%	16.9%	12.7%	21.0%	19.0%	13.4%	17.8%
6M Return	18.1%	18.8%	13.6%	22.1%	18.4%	14.3%	18.3%
YTD Return	21.6%	21.9%	16.2%	25.4%	22.0%	17.1%	21.8%
1Y Return	40.5%	36.0%	28.2%	43.1%	41.1%	29.9%	38.2%
2Y Return	52.4%	43.2%	41.3%	56.3%	53.3%	39.6%	47.8%
3Y Return	66.9%	55.6%	59.4%	72.0%	68.2%	55.3%	63.1%

Short Interest

Short Interest: As Of Date	6152026
Short Interest: Shares Quantity	87.4 Mil
Short Interest: % Change Since 5312026	7.5%
Average Daily Volume	30.9 Mil
Days-to-Cover Short Interest	2.8 days

External Quote Links

0	Y Finance	Barrons
1	TradingView	Morningstar
2	SeekingAlpha	ValueLine
3	Motley Fool	Robinhood
4	CNBC	Etrade
5	MarketWatch	Unusual Whales
6	YCharts	Perplexity Finance
7	FinViz

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iShares Russell 2000 ETF (IWM)

Market Price (6/26/2026): $299.0

iShares Russell 2000 ETF (IWM)

Market Price (6/26/2026): $299.0

Key Takeaways

Price Chart

Asset Allocation with IWM

Valuation & Yield

Top 20 Holdings for IWM

Performance for IWM Top Holdings

Guidance Updates for IWM Top Holdings

Return vs. Risk

Price Returns Compared

Sharpe Ratios Compared

How Low Can It Go

In The Past

Preserve Wealth

Asset Allocation

In The Past

Preserve Wealth

Asset Allocation

IWM Dip Buy History

Current Dip Buy Opportunities Across ETFs

ETF Fund Flows

Asset allocation rotation · Past week

Asset allocation rotation · Past month

Asset allocation rotation · Past 3 months

Set Alerts and Notifications

Stay Informed

Trade & Investment Ideas

Wealth

Alert Me Periodically

Inform Me Once

About IWM

Latest Trefis Analyses

Recent Active Movers

Top Gainers

Top Losers

Top Gainers

Top Losers

Top Gainers

Top Losers

More From Trefis

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Peer Comparisons

Profile

Fundamentals

Valuation

Risk

Returns

Short Interest

Returns Analyses

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