IWF

iShares Russell 1000 Growth ETF
A

93
*Unless otherwise stated, data provided by FactSet.

IWF Fund Description

IWF tracks an index of US large- and midcap stocks selected from the Russell 1000 Index with the highest growth characteristics, based on Russell's style methodology.

IWF Factset Analytics Insight

IWF is one of the most popular US large-cap growth ETFs, with massive assets and volume and a long track record. While it isn't the cheapest option in the segment, all in costs are still low considering its reasonable fee, solid tracking and mighty liquidity. IWF holds stocks selected from the popular Russell 1000 Index, based on three fundamental factors: book-to-price, medium-term growth forecasts, and sales per share growth. Like our benchmark, the fund's top holdings are mostly packed with tech giants. While IWF is considered a large-cap fund, a sizable portion of the portfolio is allocated to midcaps due to its expansive Russell 1000 parent. Vanguard’s VONG tracks the same index with lower holding costs but far less trading volume.

IWF MSCI ESG Analytics Insight

iShares Russell 1000 Growth ETF has an MSCI ESG Fund Rating of A based on a score of 5.72 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 Growth ETF ranks in the 59th percentile within its peer group and in the 76th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

IWF 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.

IWF Charts And Performance

Price Chart ($)
Total Return Chart (%)
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  • 3 Months
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  • 3 Years
  • 5 Years
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Select ETFs to compare their performance:
PERFORMANCE [as of 10/14/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
IWF -0.36% -0.75% 23.68% 13.50% 17.57% 14.16% 14.62%
IWF (NAV) -0.47% -1.20% 23.84% 11.06% 17.66% 14.58% 14.48%
Russell 1000 Growth -0.45% -1.14% 24.04% 11.26% 17.88% 14.78% 14.48%
MSCI USA Large Cap Growth Index -0.69% -1.00% 25.08% 11.20% 18.28% 15.18% 14.90%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

IWF Summary Data

Blackrock
iShares
05/22/00
Open-Ended Fund
0.19%
$44.95B
$193.44M
0.02%

IWF Portfolio Data

$313.91B
27.88
8.26
1.05%
12/26/19
532

IWF Index Data

Russell 1000 Growth
Multi-Factor
Multi-Factor
MSCI USA Large Cap Growth Index

IWF Portfolio Management

0.19%
-0.18%
-0.15%
-0.23%

IWF Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

IWF 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 -

IWF Factset Analytics Block Liquidity

As of 10/15/19
5
4
3
2
1

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

IWF Tradability

1,213,325
$193.44M
1,120,956
$178.97M
0.02%
$0.03
0.00%
0.16% / -0.32%
None
100.00%
50,000
22.42
0.02%
0.01%
4,965
$160.61
5

IWF Sector/Industry Breakdown


IWF
Segment Benchmark
46.03%
47.08%
16.83%
18.71%
13.99%
11.08%
11.55%
10.66%
5.32%
7.33%
4.30%
1.76%
1.50%
2.16%
0.27%
0.97%
0.21%
0.24%

IWF Countries


IWF
Segment Benchmark
100.00%
100.00%

IWF Regions


IWF
Segment Benchmark
100.00%
100.00%

IWF Economic Development


IWF
Segment Benchmark
100.00%
100.00%

IWF Performance Statistics

0.99
0.97
0.97
0.97
0.09%
MSCI USA Large Cap Growth Index

IWF MSCI ESG Ratings

A
5.72 / 10
76.35
58.57
9.22%
6.35%
43.02

IWF Benchmark Comparison Holdings

532
142
130
69.46%

IWF Benchmark Comparison Summary


IWF
Segment Benchmark
532
142
$313.91B
$382.74B
27.88
27.05
8.26
6.81
1.17%
0.93%
Medium
Medium

IWF Benchmark Comparison Market Cap Size


IWF
Segment Benchmark
92.31%
99.86%
7.63%
0.14%
0.06%
0.00%
0.00%
0.00%