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
$531.56 MILLION
Prison industrial complex
13
flagged holdings
0.9%
of assets flagged
Data as of 30 May 2024
Flagged investments:
$531.56 MILLION, 0.9% of assets
Higher risk:
$198.02 MILLION, 0.34% of assets
 Private prison operators:
$79.79 MILLION, 0.14% 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
9
holdings
$257.24M
invested
0.44%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
9
holdings
$392.6M
invested
0.66%
of portfolio
This fund is invested in the following private prison operator companies:
CoreCivicGeoGroup
All flagged holdings
13 holdings
13 holdings
  • 1.  AeroVironment Inc
    Border industry
    $124.19M
    0.21%
  • 2.  Granite Construction Inc 
    Border industry
    $62.59M
    0.11%
  • 3.  Semtech Corp
    Prison industry
    $57.2M
    0.1%
  • 4.  Cal-Maine Foods Inc
    Prison industry
    $56.34M
    0.1%
  • 5.  OSI Systems Inc
    Border industry
    $51M
    0.09%
Higher risk
Private prison operator
See all
iShares Russell 2000 ETF $IWM is 0.9% ($531.56 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: 5/31/24
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 
-5.03% less in annualized returns
More invested in private prison operators 
0.14% more invested
Less invested in higher risk companies, prison industry 
0.03% less invested
Less invested in higher risk companies, border industry 
1.02% less invested
Less invested in higher risk companies 
0.99% less invested
Less invested in all screened prison industry companies 
15.09% less invested
Less invested in all screened border industry companies 
18% less invested
Less invested in all screened companies 
22.23% 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: 5/31/24
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 
-5.03% less in annualized returns
More invested in private prison operators 
0.14% more invested
Less invested in higher risk companies, prison industry 
0.03% less invested
Less invested in higher risk companies, border industry 
1.02% less invested
Less invested in higher risk companies 
0.99% less invested
Less invested in all screened prison industry companies 
15.09% less invested
Less invested in all screened border industry companies 
18% less invested
Less invested in all screened companies 
22.23% 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: 5/31/24
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 
-5.03% less in annualized returns
More invested in private prison operators 
0.14% more invested
Less invested in higher risk companies, prison industry 
0.03% less invested
Less invested in higher risk companies, border industry 
1.02% less invested
Less invested in higher risk companies 
0.99% less invested
Less invested in all screened prison industry companies 
15.09% less invested
Less invested in all screened border industry companies 
18% less invested
Less invested in all screened companies 
22.23% 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
20%
-1.76%
8.51%
7.62%
0.14% 
Benchmark
IVV - iShares Core S&P 500 ETF
28%
9.54%
16%
13%
0% 
Fund compared to benchmark
 
-8.25%
-11.3%
-7.26%
-5.03%
0.14%  higher
Find more financial data on IWM at Morningstar.com
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Action toolkit
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