iShares Russell 2000 ETF
Fund offered by:
BlackRock/iShares
Ticker: IWM
Prison industrial complex grade
F
One or more holdings were flagged as private prison operators by our prison industrial complex screen.
$302.05 MILLION
Prison industrial complex
11
flagged holdings
0.74%
of assets flagged
Data as of 10/30/20
Flagged investments:
$302.05 MILLION, 0.74% of assets
Higher risk:
$125.01 MILLION, 0.31% of assets
 Private prison operators:
$38.18 MILLION, 0.09% of assets
This fund is invested in the following private prison operator companies:
CoreCivicGeoGroup
For each prison industrial complex category, click to see the breakdown of flagged holdings.
Prison industry
Prison industry
Incarceration and detention facilities, services in facilities, supervision and monitoring
0.39%
of assets
6
holdings
$159.32M
invested
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
0.67%
of assets
10
holdings
$272.13M
invested
All flagged holdings
11 holdings
11 holdings
  • 1.  RLI Corp
    PrisonsBorders
    0.18% of assets
    $73.14M invested
  • 2.  KBR Inc 
    Borders
    0.16% of assets
    $67.14M invested
  • 3.  The Providence Service Corp
    Prisons
    0.07% of assets
    $29.92M invested
  • 4.  OSI Systems Inc
    Borders
    0.07% of assets
    $27.9M invested
  • 5.  The GEO Group Inc 
    PrisonsBorders
    0.05% of assets
    $22.04M invested
Higher risk
Private prison operator
See all
iShares Russell 2000 ETF $IWM has $302.05 MILLION invested in 11 companies involved in the prison industrial complex, amounting to 0.74% of fund assets
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Financial performance
Performance data provided byMorningstarFind more financial data on IWM at Morningstar.com
Current fund
IWM
iShares Russell 2000 ETF
Family
BlackRock/iShares
Category
Small Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/20
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
-3.31% less in annualized returns
More invested in private prison operators 
0.09% more invested
More invested in higher risk companies, prison industry 
0.1% more invested
Less invested in higher risk companies, border industry 
0.82% less invested
Less invested in higher risk companies 
0.82% less invested
Less invested in all screened prison industry companies 
3.92% less invested
Less invested in all screened border industry companies 
14.56% less invested
Less invested in all screened companies 
16.31% less invested
Current fund
IWM
iShares Russell 2000 ETF
Family
BlackRock/iShares
Category
Small Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/20
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
-3.31% less in annualized returns
More invested in private prison operators 
0.09% more invested
More invested in higher risk companies, prison industry 
0.1% more invested
Less invested in higher risk companies, border industry 
0.82% less invested
Less invested in higher risk companies 
0.82% less invested
Less invested in all screened prison industry companies 
3.92% less invested
Less invested in all screened border industry companies 
14.56% less invested
Less invested in all screened companies 
16.31% less invested
Current fund
IWM
iShares Russell 2000 ETF
Family
BlackRock/iShares
Category
Small Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/20
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
-3.31% less in annualized returns
More invested in private prison operators 
0.09% more invested
More invested in higher risk companies, prison industry 
0.1% more invested
Less invested in higher risk companies, border industry 
0.82% less invested
Less invested in higher risk companies 
0.82% less invested
Less invested in all screened prison industry companies 
3.92% less invested
Less invested in all screened border industry companies 
14.56% less invested
Less invested in all screened companies 
16.31% less invested
Month-end trailing returns  
Annualized returns
Flagged investments
1-yr
3-yr
5-yr
10-yr
Private prison operators
This fund
IWM - iShares Russell 2000 ETF
-0.19%
2.14%
7.26%
9.65%
0.09% 
Benchmark
IVV - iShares Core S&P 500 ETF
9.68%
10%
12%
13%
0% 
Fund compared to benchmark
 
-9.88%
-8.25%
-4.41%
-3.31%
0.09%  higher
Find more financial data on IWM at Morningstar.com
What's next?
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Action toolkit
Ask your employer about adding prison industrial complex-free options to your retirement plan
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