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 1000 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.IWB competes directly with VONE and ONEK, which also track the Russell 1000. While IWB isn’t the cheapest to hold, all three ETFs carry low fees and track the index well, and IWB is the easiest to trade. If the Russell 1000 meets your large-cap needs, IWB gets it done nicely.

IWB MSCI ESG Analytics Insight

iShares Russell 1000 ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.22 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

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. iShares Russell 1000 ETF ranks in the 46th percentile within its peer group and in the 43th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

IWB MSCI FaCS and Factor Box

MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.

IWB Charts And Performance

Price Chart ($)
Total Return Chart (%)
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Select ETFs to compare their performance:
PERFORMANCE [as of 10/18/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
IWB -0.63% -0.19% 20.73% 9.73% 13.69% 11.54% 12.81%
IWB (NAV) -0.68% -0.20% 20.85% 9.74% 13.68% 11.53% 12.80%
Russell 1000 -0.67% -0.16% 20.97% 9.86% 13.83% 11.66% 12.80%
MSCI USA Large Cap Index -0.55% 0.11% 20.89% 10.03% 14.29% 12.08% 12.93%
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%
$20.67B
$126.51M
0.02%

IWB Portfolio Data

$219.41B
23.01
3.25
1.83%
12/26/19
1003

IWB Index Data

Russell 1000
Market Cap
Market Cap
MSCI USA Large Cap Index

IWB Portfolio Management

0.15%
-0.12%
-0.11%
-0.15%

IWB Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

IWB Fund Structure

Open-Ended Fund
No
Yes
72% / 29%
N/A
N/A
Low
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

IWB Factset Analytics Block Liquidity

As of 10/21/19
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

773,439
$126.51M
717,732
$116.77M
0.02%
$0.03
0.00%
0.14% / -0.13%
None
100.00%
50,000
14.35
0.03%
0.01%
1,818
$165.13
5

IWB Sector/Industry Breakdown


IWB
Segment Benchmark
26.70%
28.82%
16.79%
14.64%
13.55%
13.38%
13.18%
13.93%
10.30%
9.10%
7.04%
8.01%
4.20%
4.64%
3.41%
2.97%
2.75%
2.08%
2.09%
2.43%

IWB Top 10 Holdings[View All]

Apple Inc. 3.84%
19.95%

IWB Countries


IWB
Segment Benchmark
100.00%
100.00%

IWB Regions


IWB
Segment Benchmark
100.00%
100.00%

IWB Economic Development


IWB
Segment Benchmark
100.00%
100.00%

IWB Performance Statistics

1.00
0.99
0.99
0.99
0.06%
MSCI USA Large Cap Index

IWB MSCI ESG Ratings

BBB
5.22 / 10
42.59
45.82
10.86%
5.70%
178.29

IWB Benchmark Comparison Holdings

1003
296
293
80.28%

IWB Benchmark Comparison Summary


IWB
Segment Benchmark
1003
296
$219.41B
$265.76B
23.01
21.77
3.25
3.49
1.87%
1.94%
Low
Low

IWB Benchmark Comparison Market Cap Size


IWB
Segment Benchmark
88.01%
99.78%
11.62%
0.22%
0.37%
0.00%
0.00%
0.00%