IWO Performance — iShares Russell 2000 Growth ETF
Data updated: 2026-08-25
IWO returned +22.09% year to date and +38.61% over one year to Jun 2026. Annualised returns are +18.32% over 3 years and +5.49% over 5 years. The fund beat its US Small Growth category average: $100 invested three years ago grew to $166, against $156 for the category, and to $139 over one year, against $132. Volatility over the past three years was 21.28% a year. In the 12 months to Jun 2026 the fund lost a net $430.3M, and assets reached $15.43B.
IWO Growth of $100
What $100 invested in iShares Russell 2000 Growth ETF grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Small Growth category average over the same months.
| Period | IWO | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $139 | $132 |
| 3 years (Jul 2023 – Jun 2026) | $166 | $156 |
| 5 years (Jul 2021 – Jun 2026) | $131 | $127 |
| Since data start (Jul 2019 – Jun 2026) | $204 | $203 |
IWO Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +22.09% |
| 1 year | +38.61% |
| 3 years (annualised) | +18.32% |
| 5 years (annualised) | +5.49% |
IWO Annual Returns
Calendar-year total returns of iShares Russell 2000 Growth ETF, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +22.09% |
| 2025 | +12.92% |
| 2024 | +15.04% |
| 2023 | +18.57% |
| 2022 | −26.33% |
| 2021 | +2.70% |
| 2020 | +34.53% |
| 2019 (Jul–Dec) | +6.76% |
IWO 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 | +4.0% | −0.2% | −6.3% | +14.7% | +5.8% | +3.5% | — | — | — | — | — | — |
| 2025 | +3.1% | −6.8% | −7.6% | −0.6% | +6.4% | +5.9% | +1.7% | +5.9% | +4.2% | +3.2% | −0.7% | −1.3% |
| 2024 | −3.2% | +8.1% | +2.8% | −7.7% | +5.3% | −0.2% | +8.2% | −1.1% | +1.3% | −1.3% | +12.3% | −8.2% |
| 2023 | +10.0% | −1.1% | −2.5% | −1.2% | 0.0% | +8.3% | +4.6% | −5.2% | −6.6% | −7.7% | +9.1% | +12.0% |
| 2022 | −13.4% | +0.4% | +0.4% | −12.3% | −1.9% | −6.2% | +11.2% | −0.9% | −9.0% | +9.5% | +1.6% | −6.4% |
| 2021 | +4.8% | +3.3% | −3.2% | +2.2% | −2.9% | +4.7% | −3.6% | +1.8% | −3.8% | +4.7% | −4.9% | +0.4% |
| 2020 | −1.1% | −7.2% | −19.1% | +14.9% | +9.5% | +3.8% | +3.4% | +5.9% | −2.1% | +0.8% | +17.6% | +9.3% |
| 2019 | — | — | — | — | — | — | +1.0% | −4.3% | −0.8% | +2.9% | +5.9% | +2.3% |
IWO Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 21.28%
- 3-year Sharpe ratio: 0.65 (vs 4.5% risk-free rate)
- Best month: +14.67% (Apr 2026)
- Worst month: −8.20% (Dec 2024)
IWO Fund Flows
Monthly money in and out of iShares Russell 2000 Growth ETF, from SEC Form N-PORT.
- 12-month net flow: −$430.3M
- 12-month gross sales (incl. reinvestments): $3.7B
- Sales ÷ redemptions: 0.89×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $614.2M | $422.0M | $192.2M |
| May 2026 | $350.0M | $364.1M | −$14.1M |
| Apr 2026 | $276.1M | $287.5M | −$11.4M |
| Mar 2026 | $272.9M | $418.1M | −$145.1M |
| Feb 2026 | $182.1M | $336.9M | −$154.8M |
| Jan 2026 | $508.5M | $960.5M | −$452.0M |
| Dec 2025 | $462.8M | $249.0M | $213.8M |
| Nov 2025 | $257.1M | $218.4M | $38.6M |
| Oct 2025 | $343.4M | $426.3M | −$82.9M |
| Sep 2025 | $109.3M | $48.0M | $61.3M |
| Aug 2025 | $119.3M | $119.4M | −$74K |
| Jul 2025 | $158.2M | $234.1M | −$75.9M |
IWO Assets Under Management
Net assets of iShares Russell 2000 Growth ETF by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $15.43B |
| 2026-03-31 | $12.17B |
| 2025-12-31 | $13.24B |
| 2025-09-30 | $12.95B |
| 2025-06-30 | $11.57B |
| 2025-03-31 | $10.80B |
| 2024-12-31 | $12.63B |
| 2024-09-30 | $12.06B |
| 2024-06-30 | $11.01B |
| 2024-03-31 | $11.67B |
| 2023-12-31 | $10.95B |
| 2023-09-30 | $9.42B |
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.