IWV

iShares Russell 3000 ETF
A

99
  • Overview
  • Efficiency
  • Tradability
  • Fit

IWV Fund Description

The iShares Russell 3000 ETF tracks a cap-weighted index that measures the investable US equities market, covering the entire market-cap spectrum, including micro-caps.

IWV Factset Analytics Insight

Hugely popular IWV provides excellent exposure to the big, broad Russell 3000 at low cost. The fund holds roughly 500 more names than our benchmark, as it reaches further down the cap spectrum to 98% of the investable market. This makes for a more comprehensive portfolio, but practically speaking, the additional names have little impact on the fund's relative risk or portfolio characteristics. Micro- and small-cap firms make up so little of the broad market that their influence on a cap-weighted portfolio is minimal. THRK and VTHR also track the Russell 3000: The two peers are typically slightly cheaper to hold but don’t come close to IWV’s liquidity.

In all, IWV delivers excellent low-cost exposure to the total market using a well-known and worthy index. Its very strong asset base and long track record only add to its appeal.

IWV MSCI ESG Analytics Insight

The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of April 19, 2018 the iShares Russell 3000 ETF MSCI ESG Fund Quality Score is 5.00 out of 10.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. IWV ranks in the 42nd percentile within its peer group and in the 34th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
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IWV Top 10 Countries

IWV Top 10 Sectors

IWV Top 10 Holdings View All

IWV Summary Data

BlackRock
iShares
05/22/00
Open-Ended Fund
0.20%
$8.35B
$42.69M
0.02%

IWV Portfolio Data

$171.38B
26.81
3.11
1.61%
07/03/18
2895

IWV Index Data

Russell 3000 Index
Market Cap
Market Cap
MSCI USA Investable Markets_net

Related ETFs to IWV

VTHR, VTI, ITOT, SCHB, SPTM
Total Return
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max

IWV Portfolio Management

0.20%
-0.18%
-0.17%
-0.20%

IWV Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

IWV Fund Structure

Open-Ended Fund
No
Yes
72% / 29%
N/A
N/A
Low
Daily
Bats Book Viewer
TOP OF BOOK
LAST 10 TRADES
Bats BZX Real-time Quote -
Daily Spread
Premium/Discount
Volume

IWV Factset Analytics Block Liquidity

As of 04/20/18
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of IWV. IWV is rated a 5 out of 5.

IWV Tradability

268,187
$42.69M
237,877
$37.10M
0.02%
$0.04
0.00%
0.09% / -0.08%
None
100.00%
50,000
4.76
0.04%
0.01%
1,529
$159.58
5

IWV Sector/Industry BreakdownView All

IWVSegment Benchmark
24.02% 23.85%
18.23% 18.58%
13.00% 13.33%
12.95% 12.98%
10.89% 11.13%
5.27% 5.21%
2.86% 2.90%
2.78% 2.77%

IWV Geographic Exposure

IWVSegment Benchmark
99.93% 100.64%
0.07% 0.01%

IWVSegment Benchmark
100.00% 100.64%
0.00% / 0.00% 0.00% / 0.00%

IWV Performance Statistics

1.00
1.00
1.00
1.00
0.01%
MSCI USA Investable Markets_net

IWV MSCI ESG Ratings

5.00 / 10
41.67
34.01
11.74%
5.99%
190.94

IWV BENCHMARK COMPARISON

    IWV
    2895 Holdings
    Segment Benchmark
    2371 Constituents
    Shared Holdings
    2328 (Count)
     
    97.55% (Weight)
IWVSegment Benchmark
170.56 B 171.38 B
80.33% 80.19%
14.87% 14.75%
4.42% 4.33%
0.38% 0.73%
1.78% 1.77%