iShares Russell 2000 ETF

Shareclass
iShares Russell 2000 ETF (IWM)
Type
Exchange-traded fund
Military weapon grade: Fund is invested in military contractors above the threshold of 2.5% and below the threshold of 4%. Assigned a grade of D.
How we track weapon investments
D
$2.38 BILLION
Military weapons
39
military weapon stocks found
2.92%
of assets flagged
Data as of 30 Nov 2024
Military contractors
Military contractors
Largest international arms manufacturers and military contractors
39
holdings
$2.38B
invested
2.92%
of portfolio
Nuclear weapons
Nuclear weapons
Manufacturers/servicers of nuclear armaments and delivery systems
5
holdings
$650.74M
invested
0.8%
of portfolio
Controversial weapons
Controversial weapons
Manufacturers involved with cluster munitions, landmines, white phosphorus, depleted uranium
2
holdings
$281.05M
invested
0.34%
of portfolio
Military weapon companies
39 holdings
39 holdings
  • 1.  Fluor Corp
    Nuclear weaponsControversial weapons
    $269.78M
    0.33%
  • 2.  Lumen Technologies Inc Ordinary Shares
    $208.35M
    0.26%
  • 3.  Moog Inc A
    Nuclear weapons
    $177.25M
    0.22%
  • 4.  AeroVironment Inc
    $143M
    0.18%
  • 5.  Plexus Corp
    $125.05M
    0.15%
See all
  For each weapons category, we show the fund's exposure. When calculating a portfolio's percent exposure to a list of companies, we only consider long investments, ignoring any shorts or liabilities.
Civilian firearm manufacturers and retailers

We also track investments in civilian firearm manufacturers and retailers raking in billions in handgun, assault rifle, and ammunition sales. Gun Free Funds is made for people looking to align their investments with their values by moving money out of companies that make and sell guns.

iShares Russell 2000 ETF earns a D grade for investments in military weapons
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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: 11/30/24
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 
-4.3% less in annualized returns
Less invested in military weapons 
0.07% less invested
Less invested in major military contractors 
0.07% less invested
Less invested in manufacturers/servicers of nuclear weapons 
1.48% less invested
Less invested in manufacturers of controversial weapons 
0.41% 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: 11/30/24
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 
-4.3% less in annualized returns
Less invested in military weapons 
0.07% less invested
Less invested in major military contractors 
0.07% less invested
Less invested in manufacturers/servicers of nuclear weapons 
1.48% less invested
Less invested in manufacturers of controversial weapons 
0.41% 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: 11/30/24
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 
-4.3% less in annualized returns
Less invested in military weapons 
0.07% less invested
Less invested in major military contractors 
0.07% less invested
Less invested in manufacturers/servicers of nuclear weapons 
1.48% less invested
Less invested in manufacturers of controversial weapons 
0.41% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Military weapon weight
This fund
IWM - iShares Russell 2000 ETF
36%
4.85%
9.78%
9%
2.92% 
Benchmark
IVV - iShares Core S&P 500 ETF
34%
11%
16%
13%
2.99% 
Fund compared to benchmark
 
2.38%
-6.56%
-5.96%
-4.3%
0.07%  lower
Find more financial data on IWM at Morningstar.com
What's next?
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Action toolkit
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