iShares Russell 2000 ETF

Shareclass
iShares Russell 2000 ETF (IWM)
Type
Exchange-traded fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund iShares Russell 2000 ETF

FUND COVERAGE
# of holdings513
% of assets64%
Score
37 / 100
Rank

10.9 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #976 out of 1,094

Grade
F

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

19 / 40

Gender Equality: Equal Compensation and Work Life Balance

3 / 30

Gender Equality: Policies Promoting Gender Equality

15 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. The Chemours Co
         % of fund invested: 0.08%
         $USD invested: $58.6M
  • 2. Workiva Inc Class A
         % of fund invested: 0.15%
         $USD invested: $106.14M
  • 3. Novanta Inc
         % of fund invested: 0.13%
         $USD invested: $88.13M
  • 4. Hillenbrand Inc
         % of fund invested: 0.07%
         $USD invested: $46.78M
  • 5. Portland General Electric Co
         % of fund invested: 0.17%
         $USD invested: $119.32M
  • 6. Sabra Health Care REIT Inc
         % of fund invested: 0.16%
         $USD invested: $109.59M
  • 7. NorthWestern Energy Group Inc
         % of fund invested: 0.13%
         $USD invested: $88.62M
  • 8. ASGN Inc
         % of fund invested: 0.07%
         $USD invested: $50.25M
  • 9. Upwork Inc
         % of fund invested: 0.08%
         $USD invested: $56.17M
  • 10. Black Hills Corp
         % of fund invested: 0.16%
         $USD invested: $110.27M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. GRAIL Inc
         % of fund invested: 0.06%
         $USD invested: $45.05M
  • 2. Red Rock Resorts Inc Class A
         % of fund invested: 0.1%
         $USD invested: $73.24M
  • 3. TG Therapeutics Inc
         % of fund invested: 0.18%
         $USD invested: $128.59M
  • 4. EchoStar Corp Class A
         % of fund invested: 0.36%
         $USD invested: $253.95M
  • 5. Construction Partners Inc Class A
         % of fund invested: 0.21%
         $USD invested: $146.38M
  • 6. Core Scientific Inc Ordinary Shares - New
         % of fund invested: 0.18%
         $USD invested: $125.23M
  • 7. OPKO Health Inc
         % of fund invested: 0.02%
         $USD invested: $15.34M
  • 8. Servisfirst Bancshares Inc
         % of fund invested: 0.15%
         $USD invested: $102.46M
  • 9. Supernus Pharmaceuticals Inc
         % of fund invested: 0.09%
         $USD invested: $63.26M
  • 10. Axos Financial Inc
         % of fund invested: 0.16%
         $USD invested: $112.95M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund iShares Russell 2000 ETF

Totals

Holdings
Assets
Weight
Prisons
7
$279.31M
0.4%
     Prisons high risk
5
$171.05M
0.24%
     Private prisons
2
$122.08M
0.17%
Borders
9
$726.87M
1.04%
     Borders high risk
5
$272.12M
0.39%
Total
12
$852.05M
1.22%
Full fund results

Holdings — 12 flagged holdings

1.
AeroVironment Inc
Borders
$246.57M
0.35%
Borders :
$246.57M
0.35%
2.
Granite Construction Inc
Borders
$117.98M
0.17%
Borders :
$117.98M
0.17%
3.
Cal-Maine Foods Inc
Prisons
$106.19M
0.15%
Prisons
$106.19M
0.15%
4.
OSI Systems Inc
Borders
$98.14M
0.14%
Borders :
$98.14M
0.14%
5.
Polaris Inc
Borders
$76.09M
0.11%
Borders :
$76.09M
0.11%
6.
The GEO Group Inc
Prisons
Borders
$68.09M
0.1%
Prisons
Borders :
$68.09M
0.1%
7.
CoreCivic Inc
Prisons
Borders
$53.99M
0.08%
Prisons
Borders :
$53.99M
0.08%
8.
Benchmark Electronics Inc
Borders
$33.96M
0.05%
Borders :
$33.96M
0.05%
9.
Cadre Holdings Inc
Prisons
Borders
$25.21M
0.04%
Prisons
Borders :
$25.21M
0.04%
10.
Sturm Ruger & Co Inc
Prisons
$16.91M
0.02%
Prisons
$16.91M
0.02%
More from Invest Your Values
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