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%
Russell 1000 Index -0.40% 5.38% 3.75% -12.36% 17.79% 10.39% 11.63%
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

Blackrock
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
17.96% --
16.05% --
12.80% --
10.68% --
6.88% --
5.33% --
3.86% --
3.81% --
3.73% --
3.31% --

IWB Performance Statistics

1.00
1.00
1.01
1.00
0.10%
MSCI USA Large Cap Index

IWB Countries

IWB Segment
Benchmark
99.83% 99.89%
0.01% 0.11%

IWB Regions

IWB Segment
Benchmark
99.84% 100.00%

IWB Economic Development

IWB Segment
Benchmark
99.84% 100.00%
0.00% 0.00%

IWB Benchmark Comparison Holdings

1,013
297
292
81.30%

IWB Benchmark Comparison Summary

IWB Segment
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
91.44% 100.00%
8.27% 0.00%
0.10% 0.00%
0.00% 0.00%