IWViShares Russell 3000 ETF
IWV Fund Description
IWV tracks a cap-weighted index that measures the investable US equities market, covering the entire market-cap spectrum, including micro-caps.
IWV Factset Analytics Insight
IWV is well-known to provide exposure to the broad Russell 3000 index. The fund holds roughly 500 more names than its benchmark, as it reaches further down the cap spectrum to 98% of the investable market. This makes for a more comprehensive portfolio, but practically speaking, the additional names have little impact on the fund's relative risk or portfolio characteristics. Micro- and small-cap firms make up so little of the broad market that their influence on a cap-weighted portfolio is minimal. In all, IWV delivers solid exposure to the total market using a well-known index. The index is reconstituted annually.
IWV MSCI ESG Analytics Insight
iShares Russell 3000 ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.97 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 3000 ETF ranks in the 40th percentile within its peer group and in the 27th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IWV 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.
IWV Summary Data
IWV Portfolio Data
IWV Index Data
IWV Portfolio Management
IWV Tax Exposures
IWV Fund Structure
IWV Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IWV. IWV is rated a 5 out of 5.
IWV Sector/Industry Breakdown
IWV Economic Development
IWV Performance Statistics
IWV MSCI ESG Ratings
IWV Benchmark Comparison Summary
IWV Benchmark Comparison Market Cap Size