This article first appeared on GuruFocus .
iShares Russell 2000 Index Fund ( IWM ) recorded a net gain of $285.0 million in Monday's session, part of $287.9 million in gross ETF activity , as it increased 1,880 positions and decreased only 3. The fund, with $75.82 billion in assets, added to a broad slate of holdings, with its largest buys all going to existing positions.
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What did IWM buy on Monday?
Its largest buys by dollar value were JXN ($1.9 million), GKOS ($1.4 million) and BTSG ($1.2 million).
| Stock |
Shares changed |
Value |
Position |
|---|---|---|---|
| JACKSON FINANCIAL CLASS A ( JXN ) |
+13,452 |
$1.9M |
0.31% of fund |
| GLAUKOS ( GKOS ) |
+5,962 |
$1.4M |
0.47% of fund |
| BRIGHTSPRING HEALTH SERVICES INC ( BTSG ) |
+17,380 |
$1.2M |
0.38% of fund |
| MOOG INC CLASS A ( MOG.A ) |
+2,948 |
$1.1M |
0.35% of fund |
| UMB FINANCIAL ( UMBF ) |
+7,634 |
$1.0M |
0.34% of fund |
What did IWM sell on Monday?
Its largest sells by dollar value were FCF ($1.0 million), CPF ($0.3 million) and CASS ($0.2 million).
| Stock |
Shares changed |
Value |
Position |
|---|---|---|---|
| FIRST COMMONWEALTH FINANCIAL CORP ( FCF ) |
-44,214 |
-$1.0M |
0.07% of fund |
| CENTRAL PACIFIC FINANCIAL CORP ( CPF ) |
-8,500 |
-$0.3M |
0.03% of fund |
| CASS INFORMATION SYSTEMS INC ( CASS ) |
-3,108 |
-$0.2M |
0.02% of fund |
The biggest buy was Jackson Financial Class A ( JXN ), up 13,452 shares for $1.9 million, at a 0.31% weight. Glaukos ( GKOS ) drew $1.4 million, BrightSpring Health Services ( BTSG ) $1.2 million, Moog Class A ( MOG.A ) $1.1 million and UMB Financial ( UMBF ) $1.0 million. No new positions were opened. On the sell side, First Commonwealth Financial ( FCF ) was cut by 44,214 shares for $1.0 million, Central Pacific Financial ( CPF ) by 8,500 shares for $0.3 million and Cass Information Systems ( CASS ) by 3,108 shares for $0.2 million; none were fully exited.
How does IWM invest?
IWM is an Equity US Sm&Mid Cap fund in the Equity asset class, holding 1,734 stocks with just 3.4% of assets in its 10 largest holdings. Healthcare accounts for 20.7% of classified stocks, Financial Services 18.6% and Technology 13.8%, while the cap mix is 70.7% mid-cap, 26.4% small-cap and 2.9% large-cap. It charges 0.19% and its top holdings are Glaukos at 0.47%, BrightSpring Health Services at 0.38%, Moog Class A at 0.35%, UMB Financial at 0.34% and ViaSat at 0.32%. The fund has a GF Score of 70, a P/E of 15.17, a P/B of 2.02, a dividend yield of 1.07% and a year-to-date return of 14.43%.
iShares Russell 2000 Index Fund ( IWM ) at a glance
| Measure |
Value |
|---|---|
| Category |
Equity US Sm&Mid Cap |
| Asset class |
Equity |
| Holdings |
1,734 |
| Top 10 holdings |
3.4% of assets |
| Largest sectors |
Healthcare 20.7%, Financial Services 18.6%, Technology 13.8% |
| Expense ratio |
0.19% |
| Market-cap mix |
Large 2.9%, mid 70.7%, small 26.4% |
| 70/100 |
|
| P/E |
15.17 |
| P/B |
2.02 |
| Dividend yield |
1.07% |
| Year-to-date return |
+14.43% |
| Top holdings |
GKOS (0.47%), BTSG (0.38%), MOG.A (0.35%), UMBF (0.34%), VSAT (0.32%) |
Holdings, performance and fees for IWM are on its fund summary page ; the ETF Screener lines it up against its peers. For the stock behind its biggest buy, see JXN's GF Value page and guru trades .
What should investors watch next for IWM?
Watch whether the fund keeps adding to its top holdings such as Glaukos and BrightSpring in the next update, and whether the handful of trimmed financial names see further cuts.
Based on holdings changes reported by iShares Russell 2000 Index Fund ( IWM ) for Nov. 2, 2026, US-listed stocks only.
