Exchange-traded fund
iShares Russell 2000 ETF
Ticker IWM
Fund manager
BlackRock/iShares
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
$410.27 MILLION
Prison industrial complex
12
flagged holdings
0.77%
of assets flagged
Data as of 7/29/22
Flagged investments:
$410.27 MILLION, 0.77% of assets
Higher risk:
$193.63 MILLION, 0.36% of assets
 Private prison operators:
$45 MILLION, 0.08% 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
7
holdings
$221.71M
invested
0.41%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
11
holdings
$383.12M
invested
0.71%
of portfolio
This fund is invested in the following private prison operator companies:
CoreCivicGeoGroup
All flagged holdings
12 holdings
12 holdings
  • 1.  RLI Corp
    Prison industryBorder industry
    $92.04M
    0.17%
  • 2.  Mantech International Corp Class A 
    Border industry
    $61.91M
    0.12%
  • 3.  AeroVironment Inc
    Border industry
    $43.71M
    0.08%
  • 4.  Air Transport Services Group Inc 
    Prison industryBorder industry
    $39.98M
    0.07%
  • 5.  OSI Systems Inc
    Border industry
    $34.37M
    0.06%
Higher risk
Private prison operator
See all
iShares Russell 2000 ETF $IWM has $410.27 MILLION invested in 12 companies involved in the prison industrial complex, amounting to 0.77% 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: 7/31/22
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 
-3.17% less in annualized returns
More invested in private prison operators 
0.08% more invested
More invested in higher risk companies, prison industry 
0.02% more invested
Less invested in higher risk companies, border industry 
1.1% less invested
Less invested in higher risk companies 
1.1% less invested
Less invested in all screened prison industry companies 
15.8% less invested
Less invested in all screened border industry companies 
19.97% less invested
Less invested in all screened companies 
23.41% 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: 7/31/22
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 
-3.17% less in annualized returns
More invested in private prison operators 
0.08% more invested
More invested in higher risk companies, prison industry 
0.02% more invested
Less invested in higher risk companies, border industry 
1.1% less invested
Less invested in higher risk companies 
1.1% less invested
Less invested in all screened prison industry companies 
15.8% less invested
Less invested in all screened border industry companies 
19.97% less invested
Less invested in all screened companies 
23.41% 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: 7/31/22
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 
-3.17% less in annualized returns
More invested in private prison operators 
0.08% more invested
More invested in higher risk companies, prison industry 
0.02% more invested
Less invested in higher risk companies, border industry 
1.1% less invested
Less invested in higher risk companies 
1.1% less invested
Less invested in all screened prison industry companies 
15.8% less invested
Less invested in all screened border industry companies 
19.97% less invested
Less invested in all screened companies 
23.41% 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
-14.42%
7.4%
7.04%
11%
0.08% 
Benchmark
IVV - iShares Core S&P 500 ETF
-4.67%
13%
13%
14%
0% 
Fund compared to benchmark
 
-9.75%
-5.93%
-5.76%
-3.17%
0.08%  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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