OHLCX Market Research

IWM

IWM is an exchange-traded fund (ETF) that seeks to track the performance of the Russell 2000 Index. The Russell 2000 Index measures the performance of the 2,000 smallest stocks in the Russell 3000 Index, representing a broad segment of small-cap U.S. companies.

$275.78
+4.50 (+1.66%) · Oct 20, 2026 04:00 AM
Open
271.53
High
276.90
Low
271.29
Prev close
271.28
Volume
26M
Avg vol 10
27M

Daily bar · Oct 20, 2026

Price

IWM chart

Updating chart…

Scroll or pinch to zoom, drag to pan. About the price history

Signals

Technical analysis

Daily bars · last bar Oct 20, 2026 · close 275.78

Strong sellNeutralStrong buy
Sell
score −0.22 · 18 signalling
3Buy
8Neutral
7Sell

Leaning sell. 7 of 18 signals point down against 3 up, carried by momentum and trend. Volatility is mostly neutral. Volume leans buy. Trend strength is very strong (ADX 41).

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Trend

MACD 12, 26, 9
Below signal line and zero
MACD −3.96 · Signal −3.87 · Hist −0.09
Sell
ADX 14
Very strong trend, −DI ahead
ADX 41.15 · +DI 18.12 · −DI 32.06
Sell
Parabolic SAR 0.02, 0.2
Above price, 5.51 over the close
281.29
Sell
Ichimoku 9, 26, 52
Price below cloud, conversion below base
Conv 274.88 · Base 279.41 · A 293.87 · B 296.12
Sell

Momentum

RSI 14
Mid-range, no extreme
42.88
Neutral
Stoch 14, 3
Low, %K just crossed over %D
%K 39.97 · %D 17.75
Neutral
Stoch RSI 14, 14, 3, 3
Mid-range, %K still above %D
%K 50.39 · %D 38.68
Neutral
Williams %R 14
Mid-range, still rising
−60.03
Neutral
CCI 14
Negative, above −100
−51.11
Neutral
MFI 14
Below midpoint, not oversold
33.73
Neutral
ROC 12
Price down 2.04% over 12 bars
−2.04%
Sell
AO 5, 35
Below zero and falling
−10.17
Sell
TRIX 18
Below zero
−0.185
Sell
KST 10/15/20/30, 3
Above its signal line
KST −46.28 · Signal −46.44
Buy

Volatility

Bollinger 20, 2
Lower half, %b 0.35
Up 285.31 · Mid 278.02 · Low 270.73
Neutral
Keltner 20, 10, 1.5
Inside the channel, lower half
Up 284.20 · Mid 278.22 · Low 272.25
Neutral

Volume

VWAP 344-bar
Close 8.2% above VWAP
254.92
Buy
Force Index 1
Positive, buyers in control
119.0M
Buy
ATR
3.88
1.41% of close
A/D Line
165.9M
cumulative
OBV
666.7M
cumulative
Volume Profile
241.94 – 248.97
POC · bull 1.26B · bear 1.50B · 46 / 54
Risk and return

Performance

Daily returns for Jan 1, 2026 – Oct 21, 2026 (YTD). About the returns · About the risk figures

1 month return

-3.43%

Change in value over the past month.

3 month return

-7.00%

Change in value over the last three months.

Max drawdown

11.36%

Largest fall from a peak to the low that followed.

Standard deviation

18.09%

How far daily returns stray from their average, annualised.

Sharpe ratio

0.80

Return above the risk-free rate per unit of volatility.

Calmar ratio

1.28

Annualised return against the maximum drawdown.

About

IWM summary

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Questions

IWM, answered

How is IWM managed?

IWM is managed by BlackRock, Inc. The fund aims to replicate the performance of the Russell 2000 Index by holding the same stocks in similar proportions as the index. Management involves periodic rebalancing to ensure that the ETF accurately reflects the index.

How frequently is IWM rebalanced?

IWM is rebalanced periodically to ensure it accurately reflects the Russell 2000 Index. This involves adjusting the ETF’s holdings based on changes in the index.

What are some similar ETFs to IWM?

Similar ETFs to IWM include the Vanguard Small-Cap ETF (VB) and the iShares S&P Small-Cap 600 ETF (IJR). These ETFs also focus on small-cap stocks and offer exposure to different segments of the small-cap market.

What are the key performance metrics for IWM?

Key performance metrics for IWM include its net asset value (NAV), expense ratio, total return, and tracking error. NAV represents the per-share value of the ETF, the expense ratio shows the cost of managing the fund, total return measures overall performance including dividends, and tracking error indicates how closely IWM follows the Russell 2000 Index.

Can IWM be used in a retirement account?

Yes, IWM can be held in retirement accounts such as IRAs or 401(k)s. It can be a suitable choice for investors looking to gain exposure to the small-cap segment of the U.S. stock market.

What types of companies are included in IWM?

IWM includes small-cap stocks that are part of the Russell 2000 Index. These companies are typically smaller in size compared to large-cap stocks and span various sectors such as technology, healthcare, consumer services, and industrials.

How does IWM handle dividends?

Dividends paid by the underlying stocks in IWM are collected and distributed to ETF shareholders. Investors can choose to receive dividends in cash or reinvest them to purchase additional shares of IWM.

How can I invest in IWM?

Investors can purchase shares of IWM through a brokerage account, just like other stocks and ETFs. It is traded on the New York Stock Exchange (NYSE) under the ticker symbol "IWM."

Are there any risks associated with investing in IWM?

Yes, investing in IWM carries risks such as market risk and small-cap risk. Small-cap stocks can be more volatile and may be subject to higher risk compared to larger, established companies. Performance can be influenced by broader market conditions and economic factors affecting smaller companies.

How does IWM perform compared to the Russell Index?

IWM is designed to closely track the performance of the Russell 2000 Index. Therefore, its performance should be very similar to that of the index, with minor variations due to tracking error and management fees.

News

IWM in the news

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