iShares Russell 2000 ETF

Shareclass
iShares Russell 2000 ETF (IWM)
Type
Exchange-traded fund
Prison industrial complex grade: One or more holdings were flagged as private prison operators by our prison industrial complex screen. Assigned a grade of F.
F
$381.15 MILLION
Prison industrial complex
12
flagged holdings
0.63%
of assets flagged
Data as of 31 Jan 2024
Flagged investments:
$381.15 MILLION, 0.63% of assets
Higher risk:
$184.86 MILLION, 0.31% of assets
 Private prison operators:
$71.97 MILLION, 0.12% of assets
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
8
holdings
$179.53M
invested
0.3%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
9
holdings
$318.53M
invested
0.53%
of portfolio
This fund is invested in the following private prison operator companies:
CoreCivicGeoGroup
All flagged holdings
12 holdings
12 holdings
  • 1.  AeroVironment Inc
    Border industry
    $77.44M
    0.13%
  • 2.  OSI Systems Inc
    Border industry
    $50.86M
    0.08%
  • 3.  Granite Construction Inc 
    Border industry
    $49.31M
    0.08%
  • 4.  CoreCivic Inc 
    Prison industryBorder industry
    $40.09M
    0.07%
  • 5.  The GEO Group Inc 
    Prison industryBorder industry
    $31.88M
    0.05%
Higher risk
Private prison operator
See all
iShares Russell 2000 ETF $IWM is 0.63% ($381.15 MILLION) invested in companies with prison involvement
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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: 2/29/24
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 
-5.56% less in annualized returns
More invested in private prison operators 
0.12% more invested
More invested in higher risk companies, prison industry 
0.05% more invested
Less invested in higher risk companies, border industry 
0.94% less invested
Less invested in higher risk companies 
0.91% less invested
Less invested in all screened prison industry companies 
17.39% less invested
Less invested in all screened border industry companies 
20.93% less invested
Less invested in all screened companies 
24.38% 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: 2/29/24
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 
-5.56% less in annualized returns
More invested in private prison operators 
0.12% more invested
More invested in higher risk companies, prison industry 
0.05% more invested
Less invested in higher risk companies, border industry 
0.94% less invested
Less invested in higher risk companies 
0.91% less invested
Less invested in all screened prison industry companies 
17.39% less invested
Less invested in all screened border industry companies 
20.93% less invested
Less invested in all screened companies 
24.38% 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: 2/29/24
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 
-5.56% less in annualized returns
More invested in private prison operators 
0.12% more invested
More invested in higher risk companies, prison industry 
0.05% more invested
Less invested in higher risk companies, border industry 
0.94% less invested
Less invested in higher risk companies 
0.91% less invested
Less invested in all screened prison industry companies 
17.39% less invested
Less invested in all screened border industry companies 
20.93% less invested
Less invested in all screened companies 
24.38% 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
9.88%
-1.04%
6.79%
7.09%
0.12% 
Benchmark
IVV - iShares Core S&P 500 ETF
30%
12%
15%
13%
0% 
Fund compared to benchmark
 
-20.54%
-12.92%
-7.94%
-5.56%
0.12%  higher
Find more financial data on IWM at Morningstar.com
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Action toolkit
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