iShares Russell 1000 (IWB)

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130.84 +0.25  +0.19% NYSE Arca Mar 22, 16:59 Delayed 2m USD
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IWB Price Chart

IWB Key Stats

Expense Ratio 0.15%
Share Class Assets Under Management 17.51B
30-Day Average Daily Volume Upgrade
Net Asset Value 130.60
Discount or Premium to NAV -0.01%
Turnover Ratio 5.00

IWB Performance

  Total Return Cat. Total Return (NAV) % Rank in Cat. (NAV)
1M -0.95% 0.87% 56
3M 3.82% 4.58% 43
6M 9.35% 11.62% 44
1Y 25.37% 16.91% 30
3Y 10.04% 8.32% 20
5Y 13.82% 11.85% 15
As of March 21, 2017
Returns for periods of 1 year and above are annualized.

IWB Asset Allocation

Type % Net % Long % Short
Cash 0.24% 0.24% 0.00
Stock 99.76% 99.76% 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 March 20, 2017

IWB Region Exposure

Americas 99.19%
North America 99.17%
Latin America 0.02%
Greater Europe 0.36%
United Kingdom 0.02%
Europe Developed 0.33%
Europe Emerging 0.00
Africa/Middle East 0.00%
Greater Asia 0.45%
Japan 0.00
Australasia 0.00%
Asia Developed 0.00
Asia Emerging 0.45%
Market Classification
% Developed Markets 99.55%
% Emerging Markets 0.45%
As of March 17, 2017
Region breakdown data is calculated by using the long position holdings of the portfolio.

IWB Stock Sector Exposure

Basic Materials 3.18%
Communication Services 3.94%
Consumer Cyclical 11.64%
Consumer Defensive 8.93%
Energy 6.25%
Financial Services 16.24%
Healthcare 13.69%
Industrials 10.90%
Real Estate 3.22%
Technology 18.96%
Utilities 3.04%
As of March 20, 2017

IWB Stock Market Capitalization

Giant 45.52%
Large 32.94%
Medium 19.64%
Small 1.87%
Micro 0.03%
As of March 20, 2017

IWB Stock Style Exposure

Large Cap Value 25.77%
Large Cap Blend 26.71%
Large Cap Growth 26.15%
Mid Cap Value 6.48%
Mid Cap Blend 6.83%
Mid Cap Growth 6.23%
Small Cap Value 0.79%
Small Cap Blend 0.68%
Small Cap Growth 0.35%
As of March 20, 2017
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IWB Top 10 Holdings

Symbol Name % Weight Price % Chg
AAPL Apple Inc 3.40% 141.20 +0.97%
MSFT Microsoft Corp 2.16% 65.00 +1.23%
JNJ Johnson & Johnson 1.54% 126.28 -0.76%
XOM Exxon Mobil Corp 1.50% 81.77 -0.07%
AMZN Amazon.com Inc 1.46% 847.90 +0.56%
JPM JPMorgan Chase & Co 1.44% 87.63 +0.27%
BRK.B Berkshire Hathaway Inc B 1.43% 169.16 -0.18%
FB Facebook Inc A 1.38% 139.49 +0.71%
GE General Electric Co 1.20% 29.52 +0.44%
WFC Wells Fargo & Co 1.16% 55.32 -0.94%
As of March 20, 2017
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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 0.80 yrs
Diane Hsiung 9.09 yrs
Greg Savage 9.09 yrs
Jennifer Hsui 4.50 yrs

IWB Net Fund Flows

1M 20.60M
3M 539.05M
6M 123.93M
YTD -187.22M
1Y 668.17M
3Y 6.014B
5Y 5.527B
10Y 8.531B
As of Feb. 28, 2017

IWB Risk Info

Beta (5Y) 0.9988
Max Drawdown (All) 56.43%
Historical Sharpe (10Y) 0.5046
Historical Sortino (All) 0.4692
30-Day Rolling Volatility 7.86%
Daily Value at Risk (VaR) 1% (All) 3.45%
Monthly Value at Risk (VaR) 1% (All) 14.50%

IWB Fundamentals

Dividend Yield TTM (3-22-17) 1.80%
SEC Yield (12-31-15) 1.91%
Weighted Average PE Ratio 21.25
Weighted Average Price to Sales Ratio 2.043
Weighted Average Price to Book Ratio 2.935
Weighted Median ROE 20.49%
Weighted Median ROA 6.80%
Forecasted Dividend Yield 2.08%
Forecasted PE Ratio 19.69
Forecasted Price to Sales Ratio 2.004
Forecasted Price to Book Ratio 2.719
Number of Holdings 1001
As of March 20, 2017

IWB Growth Estimates

Forecasted 5 Yr Earnings Growth 9.45%
Forecasted Book Value Growth 3.54%
Forecasted Cash Flow Growth 0.58%
Forecasted Earnings Growth 4.39%
Forecasted Revenue Growth 0.39%
As of March 20, 2017

IWB Comparables

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IWB Attributes

Key Dates
Inception Date 5/15/2000
Last Annual Report Date 3/31/2016
Last Prospectus Date 8/1/2016
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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