IWB

iShares Russell 1000 ETF
*Unless otherwise stated, data provided by FactSet.

IWB Fund Description

IWB tracks a market-cap-weighted index of the 1000-largest US companies.

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.

PERFORMANCE [as of 08/03/22] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
IWB 8.93% -0.35% -12.96% -6.86% 13.69% 12.57% 13.56%
IWB (NAV) 8.93% -0.31% -12.97% -6.83% 13.68% 12.57% 13.56%
Russell 1000 Index 8.94% -0.28% -12.90% -6.69% 13.84% 12.72% 13.71%
MSCI USA Large Cap Index 9.09% 0.15% -12.80% -6.23% 14.46% 13.26% 13.92%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

IWB Summary Data

Blackrock
iShares
05/15/00
Open-Ended Fund
0.15%
$28.03B
$224.91M
0.02%

IWB Portfolio Data

$468.52B
21.36
3.95
1.32%
09/26/22
1,001

IWB Index Data

Russell 1000 Index
Market Cap
Market Cap
MSCI USA Large Cap Index

IWB Portfolio Management

0.15%
-0.18%
-0.13%
-0.21%

IWB Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

IWB Fund Structure

Open-Ended Fund
No
Yes
-- / --
N/A
N/A
Low
Daily

IWB Factset Analytics Block Liquidity

As of 08/04/22
5
4
3
2
1

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

1,052,255
$224.91M
915,831
$201.01M
0.02%
$0.05
0.01%
0.11% / -1.70%
None
99.00%
50,000
18.32
0.02%
0.01%
1,632
$228.84
5

IWB Sector/Industry Breakdown


IWB
Segment Benchmark
17.41%
--
13.95%
--
13.66%
--
10.21%
--
7.49%
--
5.05%
--
3.74%
--
3.58%
--
3.56%
--
3.09%
--

IWB Top 10 Holdings[View All]

Apple Inc. 6.26%
1.96%
Tesla Inc 1.96%
25.68%

IWB Countries


IWB
Segment Benchmark
100.00%
99.90%
--
0.10%

IWB Regions


IWB
Segment Benchmark
100.00%
100.00%

IWB Economic Development


IWB
Segment Benchmark
100.00%
100.00%

IWB Performance Statistics

1.00
1.00
1.00
1.00
0.09%
MSCI USA Large Cap Index

IWB Benchmark Comparison Holdings

1,001
296
287
81.55%

IWB Benchmark Comparison Summary


IWB
Segment Benchmark
1,001
296
$468.52B
$561.38B
21.36
17.33
3.95
3.34
1.48%
1.47%
Low
Low

IWB Benchmark Comparison Market Cap Size


IWB
Segment Benchmark
92.48%
99.97%
7.38%
0.03%
0.14%
0.00%
0.01%
0.00%