iShares Russell 1000 ETF (IWB)

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157.66 +0.41  +0.26% NYSE Arca Jan 23, 16:58 Delayed 2m USD
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IWB Price Chart

IWB Performance

  Total Return (Price) Total Return (NAV) Cat. Total Return (NAV) % Rank in Cat. (NAV)
1M 5.57% 5.60% 5.58% 54
3M 10.35% 10.33% 10.31% 56
6M 15.49% 15.47% 15.14% 49
YTD 5.81% 5.91% 5.85% 55
1Y 26.65% 26.67% 25.75% 44
3Y 13.10% 13.11% 11.82% 29
5Y 15.78% 15.78% 14.46% 25
10Y 10.33% 10.37% 9.47% 22
As of Jan. 22, 2018. Returns for periods of 1 year and above are annualized.

IWB Asset Allocation

Type % Net % Long % Short
Cash 0.31% 0.31% 0.00
Stock 99.69% 99.69% 0.00
Bond 0.00 0.00 0.00
Convertible 0.00 0.00 0.00
Preferred 0.00 0.00 0.00
Other 0.00 0.00 0.00
As of Jan. 22, 2018

IWB Region Exposure

Americas 98.99%
North America 98.98%
Latin America 0.01%
Greater Europe 0.33%
United Kingdom 0.01%
Europe Developed 0.32%
Europe Emerging 0.00
Africa/Middle East 0.01%
Greater Asia 0.68%
Japan 0.00
Australasia 0.00
Asia Developed 0.00
Asia Emerging 0.68%
Market Classification
% Developed Markets 99.32%
% Emerging Markets 0.68%
As of Jan. 19, 2018. Region breakdown data is calculated by using the long position holdings of the portfolio.

IWB Stock Sector Exposure

Basic Materials 3.10%
Communication Services 3.22%
Consumer Cyclical 11.86%
Consumer Defensive 7.65%
Energy 6.05%
Financial Services 16.71%
Healthcare 13.56%
Industrials 11.03%
Real Estate 3.06%
Technology 21.14%
Utilities 2.61%
As of Jan. 22, 2018

IWB Stock Market Capitalization

Giant 45.24%
Large 32.88%
Medium 19.98%
Small 1.87%
Micro 0.02%
As of Jan. 22, 2018

IWB Stock Style Exposure

Large Cap Value 25.00%
Large Cap Blend 25.48%
Large Cap Growth 28.11%
Mid Cap Value 6.39%
Mid Cap Blend 6.58%
Mid Cap Growth 6.61%
Small Cap Value 0.96%
Small Cap Blend 0.57%
Small Cap Growth 0.30%
As of Jan. 22, 2018
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IWB Top 10 Holdings

Symbol Name % Weight Price % Chg
AAPL Apple Inc 3.38% 176.69 -0.18%
MSFT Microsoft Corp 2.55% 92.00 +0.43%
AMZN Amazon.com Inc 1.96% 1360.35 +2.49%
FB Facebook Inc A 1.61% 189.00 +1.96%
BRK.B Berkshire Hathaway Inc B 1.54% 215.25 -0.33%
JNJ Johnson & Johnson 1.48% 141.70 -4.35%
JPM JPMorgan Chase & Co 1.47% 114.18 -0.13%
XOM Exxon Mobil Corp 1.39% 88.30 +0.06%
GOOG Alphabet Inc C 1.30% 1168.16 +1.07%
GOOGL Alphabet Inc A 1.29% 1174.00 +0.85%
As of Jan. 22, 2018
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IWB One Page Reports

IWB Basic Info

Style
Equity Style Large Cap/Blend
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Blend
Prospectus Objective Growth
Fund Owner Firm Name iShares
Benchmark Index
Russell 1000 TR USD
100.0%

IWB Manager Info

Name Tenure
Alan Mason 1.71 yrs
Diane Hsiung 10.01 yrs
Greg Savage 10.01 yrs
Jennifer Hsui 5.42 yrs

IWB Net Fund Flows

1M 529.96M
3M -118.81M
6M 6.376M
YTD 173.17M
1Y 173.17M
3Y 5.098B
5Y 6.401B
10Y 8.489B
As of Dec. 31, 2017

IWB Risk Info

Beta (5Y) 1.007
Max Drawdown (All) 55.38%
Historical Sharpe (10Y) 0.5735
Historical Sortino (All) 0.5048
30-Day Rolling Volatility 6.43%
Daily Value at Risk (VaR) 1% (All) 3.43%
Monthly Value at Risk (VaR) 1% (All) 14.17%

IWB Fundamentals

Dividend Yield TTM (1-23-18) 1.55%
SEC Yield (12-31-15) 1.91%
Weighted Average PE Ratio 22.68
Weighted Average Price to Sales Ratio 2.177
Weighted Average Price to Book Ratio 3.125
Weighted Median ROE 21.14%
Weighted Median ROA 7.31%
Forecasted Dividend Yield 1.83%
Forecasted PE Ratio 20.00
Forecasted Price to Sales Ratio 2.269
Forecasted Price to Book Ratio 3.064
Number of Holdings 983
As of Jan. 22, 2018

IWB Growth Estimates

Forecasted 5 Yr Earnings Growth 9.89%
Forecasted Book Value Growth 3.85%
Forecasted Cash Flow Growth 0.15%
Forecasted Earnings Growth 4.52%
Forecasted Revenue Growth 0.36%
As of Jan. 22, 2018

IWB Comparables

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IWB Attributes

Key Dates
Inception Date 5/15/2000
Termination Date
Last Annual Report Date 3/31/2017
Last Prospectus Date 8/1/2017
Attributes
Exchange Traded Share Yes
Exchange Traded Note No
Enhanced Index Fund No
Index Fund Yes
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
General Availability
Available for Insurance Product No
Available for Retirement Plan No
Available for RRSP No

IWB Excel Add-In Codes

  • Name: =YCI("IWB","name")
  • Broad Asset Class: =YCI("IWB", "broad_asset_class")
  • Broad Category: =YCI("IWB", "broad_category_group")
  • Prospectus Objective: =YCI("IWB", "prospectus_objective")

To find the codes for any of our financial metrics, see our Complete Reference of Metric Codes.

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