Fund report

US-listed · United States

IWN

The iShares Russell 2000 Value ETF seeks to track the investment results of an index composed of small-capitalization U.S. equities that exhibit value characteristics.
iShares Russell 2000 Value ETF
US4642876308 · 01DV · BlackRock (iShares)

1,391 holdings as of 2026-08-27 · top 10 = 5.4% · TER 0.24% · P/E 16.5

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Concentration
Well diversifiedtop 10 = 5.4%
diversifiedconcentrated
GROWTH · PRICE DEVELOPMENTrebased to 0%
Holdings
1,391
as of 2026-08-27
Top 10
5.4%
TER
0.24%
cheaper than 80% of peers
Net assets
US$14.5B
reported in USD
Largest
0.6%
P / E
16.5
covers 71% by weight
01Overview
the fund's regulatory facts
Fund currency
USD
Domicile
United States
First listed
2000-07-24
Volatility 1Y
16.4%
Tracked index
Russell 2000 Value Index
How it tracks
Index, sampling
Lends its stock
Yes
02Valuation and performance
market price return · as of 2026-09-03
1M
-1.4%
3M
+4.0%
6M
+15.1%
YTD
+23.5%
1Y
+29.3%
Valuation1,181 companies covered · weighted, profitable holdings only
16.5
price / earnings
MethodologyCompany-data coverageThe rest is 28% loss-making companies, which carry no P/E by the positive-earner convention; 1% cannot be reliably linked to the financial and market data used in this analysis. We exclude uncertain matches rather than estimate them.
0.5%
MethodologyEarnings yieldP/E is price over earnings; earnings yield is the reverse, earnings over price, and reads like a bond yield. P/E covers only the profitable holdings, since a loss-making company has no meaningful P/E. Earnings yield counts the loss-makers too, so it covers more of the fund and can fall below zero when the holdings lose money overall.
covers 98% by weight
1.37
price / book
covers 90% by weight

Computed from company filings and reported position values. MethodologyPortfolio valuationComputed by us from each company's own financial statements and the position values funds report, currency-adjusted and weighted harmonically. P/E covers profitable holdings only. Book value uses the most recent reported quarter.. Not investment advice.

03Holdings
50 largest · as of 2026-08-27
#CompanyIdentifierWeight
1UMB Financial Corp USUMBF
0.6
2Viasat Inc USVSAT
0.6
3Cytokinetics Inc USCYTK
0.6
4Caretrust Reit Inc USCTRE
0.6
5SM Energy Co USSM
0.5
6Jackson Financial Inc USJXN
0.5
7OLD NATIONAL BANCORP USONB
0.5
8SSR Mining Inc USSSRM
0.5
9Terex Corp USTEX
0.5
10TERRENO REALTY CORP USTRNO
0.5
11The Macerich Company USMAC
0.4
12Matson Inc USMATX
0.4
13PBF ENERGY INC. USPBF
0.4
14Essential Properties Realty Trust Inc. USEPRT
0.4
15SOUTHWEST GAS HOLDINGS, INC. USSWX
0.4
16UNITED BANKSHARES, INC. USUBSI
0.4
17Commercial Metals Co USCMC
0.4
18Essent Group Ltd BMESNT
0.4
19Hancock Whitney Corp USHWC
0.4
20JBT MAREL CORPORATION USJBTM
0.4
21Life Time Group Holdings Inc USLTH
0.4
22ORMAT TECHNOLOGIES, INC. USORA
0.4
23LUMEN TECHNOLOGIES, INC. USLUMN
0.4
24TXNM Energy, Inc. USTXNM
0.4
25PORTLAND GENERAL ELECTRIC COMPANY USPOR
0.4
26GATX Corp USGATX
0.4
27VSE CORPORATION USVSEC
0.4
28ATLANTIC UNION BANKSHARES CORPORATION USAUB
0.4
29BLACK HILLS CORPORATION USBKH
0.4
30Selective Insurance Group Inc USSIGI
0.4
31HOME BANCSHARES, INC. USHOMB
0.4
32Ameris Bancorp USABCB
0.4
33Transocean Ltd CHRIG
0.4
34NEW JERSEY RESOURCES CORPORATION USNJR
0.4
35Kite Realty Group Trust USKRG
0.3
36Fluor Corp USFLR
0.3
37Sabra Health Care REIT, Inc. USSBRA
0.3
38HA Sustainable Infrastructure Capital Inc USHASI
0.3
39CNO Financial Group Inc USCNO
0.3
40ONE GAS, INC. USOGS
0.3
41Valley National Bancorp USVLY
0.3
42Phillips Edison & Co Inc USPECO
0.3
43GOLAR LNG LIMITED BMGLNG
0.3
44ARCOSA, INC. USACA
0.3
45Radian Group Inc USRDN
0.3
46Murphy Oil Corp USMUR
0.3
47CNX Resources Corp USCNX
0.3
48GLACIER BANCORP, INC. USGBCI
0.3
49Brookfield Infrastructure Corp USBIPC
0.3
50UFP INDUSTRIES, INC. USUFPI
0.3
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04Exposure
Equity 99.7%
By sector
Financial Services28.2%
Industrials12.2%
Healthcare11.0%
Consumer Cyclical9.2%
Real Estate9.2%
Energy7.5%
Technology6.9%
Utilities5.3%
Materials4.2%
Communication Services2.4%
Consumer Defensive2.3%
By country
USUnited States94.1%
BMBermuda1.8%
CHSwitzerland1.2%
KYCayman Islands0.5%
IEIreland0.5%
CACanada0.4%
GBUnited Kingdom0.4%
PRPR0.3%
CurrencyUSD 96.5% CHF 1.2% EUR 0.6% GBP 0.5% CAD 0.4%

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