How large is IWM and what does it cost to hold?

IWM currently manages $73.95B in assets. The annual expense ratio (TER) is 0.19%, deducted directly from fund assets. Portfolio turnover stands at 18%, reflecting how frequently holdings are replaced within a year. Lower expense ratios compound favorably over time – a 0.08% TER on a 10-year holding period adds up to meaningfully less drag than a 0.5% fund.

What are the largest holdings in IWM?

IWM allocates 17.3% of its portfolio to Financials. The three largest holdings are CRDO (0.9%), IONQ (0.5%), BE (0.5%). Concentration in the top holdings means single-name events in these positions can have an outsized effect on the ETF's price.

Does IWM pay dividends or distributions?

IWM currently distributes a yield of 1.03%. ETF distributions are typically passed through from dividends and interest generated by the underlying holdings. The actual payout frequency depends on the fund structure – most sector ETFs distribute quarterly.

What is IWM's historical performance?

Reported performance for IWM: year-to-date 6.21%, 3-year cumulative 13.45%, 5-year cumulative 3.62%. Past performance is not indicative of future results. Returns reflect price changes only and may differ from total return figures that include distributions.

What is the current trend signal for IWM?

As of the most recent session, IWM closed at $277.70. The swing trend is negative with ADX at 40.9 (strong trend strength). Momentum is bearish and has been running for 30 trading days. A Golden Cross is in place All data is updated once per trading day after the US market closes.

When was the last Trendchange signal for IWM?

The most recent Trendchange signal for IWM fired on 09.04.26 at $261.96. The position has been open for 40 trading days. Performance after 10 days: +5.54%. The system's historical edge across 86 tracked signals is -2.59%. Trendchange signals are based on proprietary moving average crossover logic applied to end-of-day price data.

IWM – iShares Russell 2000 ETF

ETF

Small Blend | Inception: 2000-05-22

Quick Stats

Trend Signal

$277.70

Last Close

Official EOD price – basis for all calculations

▼ Short

Swing Trend

Moving average structure confirms downtrend – bears in control

-2.59%

Signal Edge

Negative edge across 3 signals – current market regime unfavorable for this signal

40.9

Trend Strength (ADX)

Strong trend – directional signals reliable

Options Signals

22%

IV-Rank (52w)

IV in normal range – no clear vol edge

51% / 49%

Call / Put Flow

Neutral flow – call and put activity roughly balanced

Last Trendchange Signal

09.04.26

Date

Signal entry date

$261.96

Entry Price

Closing price at signal date

40d

Days Held

Trading days since signal

+5.54%

+10d

Return after 10 trading days

+9.48%

+20d

Return after 20 trading days

+8.59%

+30d

Return after 30 trading days

+8.59%

+60d

Return after 60 trading days

Trend Overview

Neutral – No Clear Edge Composite Score: 0 / 7

IWM is in a neutral phase with no clear directional edge. Trend and momentum indicators are roughly balanced between positive and negative readings.

What to watch

No actionable setup is present. The market is not offering a clean edge in either direction. Patience is the discipline here.

IWM Price Chart

Technical Trend Analysis

As of 07.10.2026 · Close: $277.70 · ATR14: $1.35

Neutral – No Clear Edge Composite Score: 0 / 7

IWM is in a neutral phase with no clear directional edge. Trend and momentum indicators are roughly balanced between positive and negative readings.

What to watch

No actionable setup is present. The market is not offering a clean edge in either direction. Patience is the discipline here.

Indicator	Signal	Detail
Swing Trend	▼ Short	Primary directional bias
Momentum	▼ Down · -30d	Strength: -0.10 – Fading
Trend Strength (ADX)	40.9 – Strong	ADX38: 52.9
Volatility (HV30)	12.3% – Calm	HV90: 15.6% \| HV180: 18.3%
Vola Compression	None	Normal range
MA Structure	Golden Cross ✓	Stack: Mostly aligned (2/3)
EMA21 Distance	-1.62 ATR ↑	EMA21: $282.54
GD200 Extension	0.2 ATR – Normal	GD20: -1.4 \| GD50: -3.6 \| GD100: -3.6

🟡 Downside Momentum Easing

Downward momentum has run -30 days but strength is decreasing (-0.10). The move may be exhausting.

💪 Trend Strength – ADX14: 40.9 (Strong)

A strong and well-defined trend. ADX38: 52.9. Trend-following has clear edge here.

🔻 Volatility Calm

HV30: 12.3% | HV90: 15.6% | HV180: 18.3%. Short-term vol is below its 90-day average. Calmer conditions favour tighter setups.

⭐ Golden Cross – Long-term Bullish

Golden Cross in place. GD50 $291.88 above GD200 $276.80 by 5.45%. Long-term structure is bullish. MA stack: Mostly aligned (2/3).

📈 EMA21 – Trend Accelerating

Price is pulling away from the EMA21 ($282.54) with -1.62 ATR distance and growing.

📐 Key Price Levels & ATR Distance

GD20: $283.07 (-1.4 ATR) | GD50: $291.88 (-3.6 ATR) | GD100: $291.73 (-3.6 ATR) | GD200: $276.80 (0.2 ATR). ATR14: $1.35.

Monthly Performance History

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2010	-6.05	3.26	5.51	4.71	-9.57	-4.86	7.15	-9.02	7.98	3.60	4.20	5.19	22.29
2011	-2.07	3.16	4.40	2.19	-0.63	0.84	-5.17	-8.29	-9.55	21.35	3.28	0.75	-7.35
2012	5.40	0.41	1.64	-2.82	-6.67	7.78	-2.65	5.27	1.62	-2.50	-0.50	2.84	12.47
2013	3.20	0.12	3.89	1.01	6.51	-1.75	5.15	-4.46	5.49	1.24	4.41	2.66	32.90
2014	-1.71	8.16	-0.47	-5.00	0.82	5.84	-7.36	5.31	-6.70	8.13	0.28	4.14	4.83
2015	-2.72	4.98	0.73	-2.60	1.57	0.47	-1.81	-5.84	-2.41	5.81	1.16	-6.06	-5.31
2016	-6.41	0.23	5.42	1.22	1.34	-0.69	4.92	1.70	0.72	-4.30	12.44	2.96	22.58
2017	-0.21	1.99	-2.05	2.23	-2.53	1.42	-0.42	-1.45	5.45	-0.49	3.63	-0.37	12.50
2018	1.60	-4.14	1.25	3.50	5.65	-0.04	0.59	4.38	-2.15	-9.80	-0.57	-13.10	-13.00
2019	T 10.69	5.09	-3.25	T 2.28	-6.97	T 6.24	0.29	-3.53	T 3.19	T 4.77	2.32	3.42	23.03
2020	-3.17	T -9.85	-24.21	T 22.17	11.00	2.10	T 3.91	3.79	-4.72	T 0.60	16.17	7.31	18.27
2021	6.23	3.66	-2.27	T 0.51	-0.22	0.57	-4.47	T 2.71	-3.82	T 2.60	-6.75	4.31	14.96
2022	-10.69	-0.02	T 2.90	-10.90	-0.85	T -8.09	T 9.24	-1.97	-9.13	T 8.29	2.06	-6.74	-22.62
2023	T 10.43	-3.24	-5.32	-1.84	T -0.87	6.62	5.89	-4.65	-7.39	-5.49	T 8.58	8.54	15.75
2024	T -3.33	T 4.24	2.14	-5.96	T 4.82	-0.84	T 11.27	T 1.62	T 3.53	-0.06	T 10.45	-8.60	10.75
2025	2.41	-4.10	-4.45	T -2.33	4.59	4.90	0.63	9.42	3.45	1.54	T 1.35	0.22	11.31
2026	4.37	-0.29	-5.99	T 11.38	3.99	3.97	-2.71	-0.77	-4.36	-0.47			11.62

T A T badge marks a Trendchange signal in that month. Hover for entry price.

IWM - Trendchange Chart

Trendchange Signal History

The last 10 Trendchange signals for IWM:

Date	Entry Price	Days Held	+10d	+20d	+30d	+60d
09.04.26	$261.96	40d	+5.54%	+9.48%	+8.59%	+8.59%
28.11.25	$248.75	20d	+3.64%	+1.07%	+0.45%	+0.45%
30.04.25	$194.86	42d	+7.07%	+5.47%	+9.63%	+13.7%
06.11.24	$237.22	15d	-2.78%	+1.55%	+0.23%	+0.23%
17.09.24	$219.41	9d	+0.67%	-0.12%	-0.12%	+0%
23.08.24	$220.38	4d	-5.66%	-5.66%	+0%	+0%
11.07.24	$210.68	12d	+3.4%	-0.84%	-0.84%	+0%
09.05.24	$205.86	12d	+0.35%	-0.34%	-0.34%	-0.34%
12.02.24	$202.96	14d	-0.89%	+1.1%	-0.46%	-0.46%
29.01.24	$199.41	1d	-2.51%	+0%	+0%	+0%

Signal Statistics - Historical Edge

Calculated edge for IWM: -2.59%

Range	N	10d	20d	30d	60d	Signal
7-10%	3	+7.35%	+4.78%	+6.84%	+7.45%	Close
5-7%	8	+5.43%	+6.7%	+8.84%	+7.9%	Close
3-5%	13	+3.53%	+2.65%	+2.66%	+2.86%	Close
1-3%	16	+1.83%	+3.88%	+3.82%	+3.71%	Close
0-1%	12	+0.53%	+0.67%	+1.31%	+1.96%	Hold
-1-0%	10	-0.54%	+0.68%	+1.69%	+2.56%	Neg
-3-1%	14	-2.22%	-1.15%	-1.41%	-0.62%	Neg
-5-3%	5	-4.21%	-4.21%	-4.21%	-2.28%	Neg
-7-5%	5	-5.76%	-5.44%	-3.33%	-0.99%	Neg

Exit Rules: Stoploss: -10% | Close if below 0% after 10 days

Signal data as of October 7, 2026

HIGH ALERT ● Neutral Strength: 14.3

Options Metrics

IV-Rank (52w)

22%

IV is in its normal historical range – no structural vol edge in either direction.

Call / Put Flow

51% / 49%

Call and put premium are roughly balanced. No clear directional bias from options flow.

GEX (Mio.)

-95,367,678.9

Negative GEX: market makers are short gamma. They sell dips and buy rallies, which amplifies moves and increases volatility.

GEX Flip Strike

$200.00 · 28%

The GEX flip strike is the price level where dealer gamma exposure shifts from positive to negative. A break through this level often accelerates the move.

Max Pain

$282.00 · 1.5%

Max Pain is the price at which the most options contracts expire worthless. As expiration approaches, price often gravitates toward this level due to dealer hedging flows.

Spot Price

$277.73

Last traded price at signal calculation time

Gamma Exposure Timeline

Key GEX levels, Max Pain, and unusual activity across weekly and monthly expirations, plotted around the current spot price.

IWM GEX timeline showing put/call gamma pins, max pain and flip strike

Key GEX levels, Max Pain, Anchor, Ceiling and unusual activity across 14-30 DTE, plotted around the current spot price.

Put and call pins mark strikes where dealer gamma exposure concentrates. The GEX flip strike is where dealer hedging shifts from stabilizing (positive gamma) to amplifying (negative gamma) price moves. Max Pain is the strike where the most options expire worthless. Dashed markers flag unusual options activity. Learn how to use these signals in our options strategy guides →

View full options flow data and historical signals on the Options Flow Analysis Overview →

About iShares Russell 2000 ETF

The fund generally invests at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index (i.e., depositary receipts representing securities of the underlying index) and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.

Fund Overview

Metric	Value
Assets under Management	$73.95 B
Expense Ratio	0.19%
Dividend Yield	1.03%
Portfolio Turnover	18%
YTD Return	6.21%
3-Year Return	13.45%
5-Year Return	3.62%

Sector Allocation

Sector	Weight
Financials	17.3%
Industrials	17.1%
Healthcare	14.8%
Information Technology	14.2%
Consumer Discretionary	10.1%
Materials	4.2%
Energy	4.1%
Utilities	3%
Communication Services	2.7%
Consumer Staples	2.2%

Top 10 Holdings

Symbol	Company	Weight
CRDO	CREDO TECHNOLOGY GROUP HOLDING LTD	0.86%
IONQ	IONQ INC CLASS A	0.5%
BE	BLOOM ENERGY CORP CLASS A	0.49%
FN	FABRINET	0.46%
KTOS	KRATOS DEFENSE & SECURITY SOLUTIONS INC	0.42%
CDE	COEUR MINING INC	0.39%
RMBS	RAMBUS INC	0.37%
HIMS	n/a	0.37%
OKLO	OKLO INC CLASS A SHARES	0.35%
SATS	ECHOSTAR CORP CLASS A	0.35%

Frequently Asked Questions – iShares Russell 2000 ETF (IWM)

Disclaimer: All trade history on this page reflects the author's personal trading activity only. This is not financial advice. Past performance is not indicative of future results. See our full Disclaimer.