IWB iShares Russell 1000 ETF
A
95
What is IWB?
IWB tracks a market-cap-weighted index of the 1000-largest US companies.
PERFORMANCE [as of 03/28/23]
1 MONTH
3 MONTHS
YTD
1 YEAR
3 YEARS
5 YEARS
10 YEARS
IWB
-0.41%
5.32%
3.67%
-12.50%
17.58%
10.24%
11.49%
IWB (NAV)
-0.41%
5.34%
3.71%
-12.48%
17.63%
10.24%
11.48%
MSCI USA Large Cap Index
0.90%
6.44%
4.81%
-12.19%
17.61%
11.03%
12.07%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.
IWB Factset Analytics Insight
IWB offers exposure to a generously-defined large-cap market in a large, liquid, and low-cost wrapper. The fund’s “largest 1,000 names” selection methodology extends into the midcap space as we see it. In contrast, our benchmark has about 300 stocks. This broader portfolio slightly lowers concentration risk while slightly increasing market risk. But for allocators, defining the ideal large-cap boundary is less important than avoiding coverage gaps or overlaps when combining funds in a portfolio. If the Russell 1000 meets your large-cap needs, IWB gets it done nicely.
IWB Summary Data
05/15/00
0.15%
$27.33B
Russell 1000 Index
MSCI USA Large Cap Index
Open-Ended Fund
Peers
MSCI USA Large Cap Index
Fund Flows
+$0.01B
5 Days
-$0.43B
30 Days
-$0.81B
90 Days
IWB Portfolio Data
$418.38B
20.43
3.72
1.54%
N/A
1,013
IWB Index Data
Russell 1000 Index
Market Cap
Market Cap
MSCI USA Large Cap Index
IWB Portfolio Management
0.15%
-0.13%
-0.11%
-0.18%
IWB Tax Exposures
20.00% / 39.60%
--
Qualified dividends
No
IWB Fund Structure
Open-Ended Fund
No
Yes
-- / --
N/A
N/A
Low
Daily
Factset Analytics Block Liquidity
As of 03/29/23
This measurement shows how easy it is to trade a $1 million USD block of IWB. IWB is rated a 5 out of 5.
IWB Tradability
691,378
$152.71M
595,464
$133.72M
0.02%
$0.05
0.00%
0.13% / -0.09%
None
100.00%
50,000
11.91
0.02%
0.01%
655
$217.44
5
IWB Sector/Industry Breakdown
IWB
Segment
Benchmark
Benchmark
17.96%
--
16.05%
--
12.80%
--
10.68%
--
6.88%
--
5.33%
--
3.86%
--
3.81%
--
3.73%
--
3.31%
--
IWB Top 10 Holdings
6.57%
5.73%
2.38%
1.73%
1.73%
1.51%
1.47%
1.34%
1.25%
1.21%
24.93%
IWB Performance Statistics
1.00
1.00
1.01
1.00
0.10%
MSCI USA Large Cap Index
IWB Countries
IWB
Segment
Benchmark
Benchmark
99.83%
99.89%
0.01%
0.11%
IWB Regions
IWB
Segment
Benchmark
Benchmark
99.84%
100.00%
IWB Economic Development
IWB
Segment
Benchmark
Benchmark
99.84%
100.00%
0.00%
0.00%
IWB Benchmark Comparison Summary
IWB
Segment
Benchmark
Benchmark
1,013
297
$418.38B
$509.91B
20.43
20.54
3.72
4.13
1.61%
1.63%
Low
Low
IWB Benchmark Comparison Market Cap Size
IWB
Segment
Benchmark
Benchmark
91.44%
100.00%
8.27%
0.00%
0.10%
0.00%
0.00%
0.00%