Key facts, as of
As of October 12, 2026, iShares Russell 2000 ETF (IWM) trades at $278.94, up 13.8% over the past year. Its 52-week range runs from $228.90 to $305.18; the price is 8.6% below that high. It is 8.6% below its all-time high of $305.18, reached in August 2026. Over the 10 years to the end of September 2026, with dividends reinvested, it returned +153.6%, against +312.9% for the S&P 500 (SPY). It sits 0.7% above its 200-day average of $277.06, the usual sign of a long-term uptrend. Its 30-day volatility is 11.1% annualized, which we rate low risk. It has a trailing P/E of 16.4.
Cite: Portfolio Terminal, "iShares Russell 2000 ETF (IWM) stock analysis", 2026-10-12. https://portfolio-terminal.com/analyse/iwm
Where it trades today
trading 66% of the way up its 52-week range
How the price has moved
How far it is from its record
iShares Russell 2000 ETF (IWM) is 8.6% below its all-time high of $305.18, reached in August 2026. Over the 10 years to the end of September 2026, with dividends reinvested, it returned +153.6%, against +312.9% for the S&P 500 (SPY).
What to weigh before acting
What Matters Now
- The real question is what role this fund should play in allocation construction, not whether one short-term move looks attractive.
- IWM trades at 16.4x earnings versus 20.0x for the sector, which means the rerating case depends on proving the discount is too harsh.
- Recent realized volatility sits near 11.1%, below the sector norm of 18.0%, which supports a steadier role inside a diversified portfolio.
- Relative performance versus SPY, QQQ, VTI matters here because leadership inside etf rarely stays static for long.
Portfolio Use Case
- IWM fits best as a benchmark or core allocation building block rather than as a thesis that depends on single-company execution.
- The risk profile looks balanced enough for a diversified core-plus portfolio, provided the position size reflects sector concentration.
- This page is most useful for deciding whether the stock deserves a permanent slot in the portfolio or just a place on the watchlist.
What Would Change the View
- There is little income cushion here, so total return depends mainly on price appreciation and execution staying on track.
- The view would need revisiting if peers such as SPY, QQQ, VTI start winning the marginal flow or posting cleaner operating momentum.
Methodology
- Price, market cap, beta, yield, and liquidity fields for IWM come from Yahoo Finance quote and summary data.
- 30-day volatility is calculated from recent daily returns and annualized using a 252-trading-day convention.
- Sector context uses stored benchmark averages for ETF so each page compares the ticker against a stable peer baseline rather than against the whole market.
- Peer comparisons use the Portfolio Terminal coverage set and highlight nearby listed alternatives such as SPY, QQQ, VTI.
Sources
- Yahoo Finance quote dataopen →
Live quote, valuation, beta, yield, and volume fields used for IWM. Last refresh: Oct 12, 2026, 1:29 AM.
- Portfolio Terminal methodologyopen →
Explains how analytics, refresh cadence, and portfolio interpretation work across the product.
- Peer set and coverage context
Comparative context for this page is anchored around nearby tracked names such as SPY, QQQ, VTI.
What this fund is
The underlying index is a float-adjusted capitalization-weighted index of equity securities issued by the approximately 1,933 smallest issuers in the Russell 3000 Index. The fund may use derivatives to gain or reduce exposure to the components of the underlying index or exposure to one or more market risk factors associated with such components.
At 0.19% a year, $10,000 left for 30 years at 7% before fees would end $4,222 lower than with no fee, counting what the fee would have earned. Compare it with other funds
What the fund owns
Top 10 Holdings
Sector Allocation
How it sits in etf
Exchange-traded funds offering diversified exposure to various markets and strategies.
The companies it competes with
IWM beside the etf names it is usually measured against.
What the chart is saying
Slipped under its 50-day average inside a longer uptrend.
weakening- Price is 4.3% below its 50-day average and 0.7% above its 200-day.
- RSI at 38 is neither stretched nor washed out.
- The nearest ceiling is $289.65 (+3.8%), the nearest floor $270.39 (-3.1%).
A description of the chart, not advice. Indicators describe what the price has done; none of them knows what it does next.
Questions people ask about it
Is IWM a good investment in 2026?
iShares Russell 2000 ETF trades at a P/E ratio of 16.4, with low volatility (11.1% annualized). The stock is in a consolidation phase.
What is the risk level of IWM?
Based on 30-day volatility of 11.1%, IWM has LOW risk.
Does IWM pay dividends?
iShares Russell 2000 ETF currently does not pay a regular dividend.
How far is IWM from its all-time high?
iShares Russell 2000 ETF is 8.6% below its all-time high of $305.18, reached in August 2026. Over the 10 years to the end of September 2026, with dividends reinvested, it returned +153.6%, against +312.9% for the S&P 500 (SPY).
Compare IWM with anything
Five years side by side: what $10,000 became, how far each fell, whether they move together.