IWM Performance — iShares Russell 2000 ETF
Data updated: 2026-08-25
IWM returned +22.48% year to date and +40.59% over one year to Jun 2026. Annualised returns are +18.44% over 3 years and +6.86% over 5 years. The fund beat its US Small Blend category average: $100 invested three years ago grew to $166, against $156 for the category, and to $141 over one year, against $133. Volatility over the past three years was 19.98% a year. In the 12 months to Jun 2026 the fund lost a net $3.9B, and assets reached $82.97B.
IWM Growth of $100
What $100 invested in iShares Russell 2000 ETF grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Small Blend category average over the same months.
| Period | IWM | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $141 | $133 |
| 3 years (Jul 2023 – Jun 2026) | $166 | $156 |
| 5 years (Jul 2021 – Jun 2026) | $139 | $141 |
| Since data start (Jul 2019 – Jun 2026) | $210 | $209 |
IWM Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +22.48% |
| 1 year | +40.59% |
| 3 years (annualised) | +18.44% |
| 5 years (annualised) | +6.86% |
IWM Annual Returns
Calendar-year total returns of iShares Russell 2000 ETF, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +22.48% |
| 2025 | +12.69% |
| 2024 | +11.35% |
| 2023 | +16.80% |
| 2022 | −20.49% |
| 2021 | +14.64% |
| 2020 | +19.92% |
| 2019 (Jul–Dec) | +7.27% |
IWM Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.4% | +0.8% | −5.0% | +12.2% | +4.4% | +3.7% | — | — | — | — | — | — |
| 2025 | +2.6% | −5.3% | −6.8% | −2.3% | +5.3% | +5.4% | +1.7% | +7.1% | +3.1% | +1.8% | +1.0% | −0.6% |
| 2024 | −3.9% | +5.6% | +3.6% | −7.0% | +5.0% | −0.9% | +10.1% | −1.5% | +0.7% | −1.5% | +11.0% | −8.3% |
| 2023 | +9.8% | −1.7% | −4.8% | −1.8% | −0.9% | +8.1% | +6.1% | −5.0% | −5.9% | −6.8% | +9.1% | +12.2% |
| 2022 | −9.6% | +1.1% | +1.2% | −9.9% | +0.1% | −8.2% | +10.4% | −2.0% | −9.6% | +11.0% | +2.3% | −6.5% |
| 2021 | +5.0% | +6.2% | +1.0% | +2.1% | +0.2% | +1.9% | −3.6% | +2.2% | −3.0% | +4.2% | −4.2% | +2.2% |
| 2020 | −3.2% | −8.4% | −21.7% | +13.8% | +6.5% | +3.5% | +2.8% | +5.7% | −3.4% | +2.1% | +18.4% | +8.6% |
| 2019 | — | — | — | — | — | — | +0.6% | −4.9% | +2.1% | +2.6% | +4.1% | +2.9% |
IWM Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 19.98%
- 3-year Sharpe ratio: 0.70 (vs 4.5% risk-free rate)
- Best month: +12.20% (Dec 2023)
- Worst month: −8.28% (Dec 2024)
IWM Fund Flows
Monthly money in and out of iShares Russell 2000 ETF, from SEC Form N-PORT.
- 12-month net flow: −$3.9B
- 12-month gross sales (incl. reinvestments): $136.9B
- Sales ÷ redemptions: 0.97×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $16.2B | $16.9B | −$718.0M |
| May 2026 | $13.3B | $12.6B | $781.3M |
| Apr 2026 | $8.6B | $12.1B | −$3.5B |
| Mar 2026 | $20.8B | $19.0B | $1.8B |
| Feb 2026 | $11.8B | $12.3B | −$512.1M |
| Jan 2026 | $6.6B | $10.3B | −$3.8B |
| Dec 2025 | $13.0B | $10.9B | $2.1B |
| Nov 2025 | $9.2B | $5.5B | $3.7B |
| Oct 2025 | $6.1B | $10.2B | −$4.1B |
| Sep 2025 | $13.1B | $11.1B | $2.0B |
| Aug 2025 | $11.1B | $10.1B | $1.1B |
| Jul 2025 | $7.2B | $9.9B | −$2.6B |
IWM Assets Under Management
Net assets of iShares Russell 2000 ETF by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $82.97B |
| 2026-03-31 | $71.92B |
| 2025-12-31 | $73.74B |
| 2025-09-30 | $70.95B |
| 2025-06-30 | $63.28B |
| 2025-03-31 | $63.88B |
| 2024-12-31 | $72.18B |
| 2024-09-30 | $69.55B |
| 2024-06-30 | $60.00B |
| 2024-03-31 | $65.46B |
| 2023-12-31 | $67.42B |
| 2023-09-30 | $52.13B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.