iShares Russell 1000 ETF (IWB)

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152.09 +0.59  +0.39% NYSE Arca Nov 16, 15:40 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 -0.65% -0.67% -1.83% 62
3M -3.02% -3.06% -4.70% 55
6M 1.26% 1.21% -0.98% 46
YTD 3.31% 3.35% 0.92% 37
1Y 8.04% 8.03% 5.24% 41
3Y 12.46% 12.43% 10.67% 28
5Y 10.57% 10.56% 8.98% 23
10Y 14.57% 14.58% 13.32% 19
15Y 8.81% 8.81% 7.90% 20
20Y -- -- 6.41% --
As of Nov. 15, 2018. Returns for periods of 1 year and above are annualized.

IWB Asset Allocation

Type % Net % Long % Short
Cash 0.32% 0.32% 0.00%
Stock 99.68% 99.68% 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 Nov. 14, 2018

IWB Region Exposure

Americas 99.11%
North America 99.09%
Latin America 0.02%
Greater Europe 0.65%
United Kingdom 0.38%
Europe Developed 0.27%
Europe Emerging 0.00%
Africa/Middle East 0.00%
Greater Asia 0.24%
Japan 0.00%
Australasia 0.00%
Asia Developed 0.00%
Asia Emerging 0.24%
Market Classification
% Developed Markets 99.76%
% Emerging Markets 0.24%
As of Nov. 13, 2018. Region breakdown data is calculated by using the long position holdings of the portfolio.

IWB Stock Sector Exposure

Basic Materials 2.74%
Communication Services 3.39%
Consumer Cyclical 12.08%
Consumer Defensive 7.50%
Energy 5.36%
Financial Services 15.86%
Healthcare 14.59%
Industrials 10.41%
Real Estate 3.33%
Technology 21.69%
Utilities 3.04%
As of Nov. 14, 2018

IWB Stock Market Capitalization

Giant 50.50%
Large 31.76%
Medium 17.09%
Small 0.65%
Micro 0.00%
As of Nov. 14, 2018

IWB Stock Style Exposure

Large Cap Value 26.03%
Large Cap Blend 26.50%
Large Cap Growth 30.18%
Mid Cap Value 5.71%
Mid Cap Blend 5.74%
Mid Cap Growth 5.24%
Small Cap Value 0.34%
Small Cap Blend 0.19%
Small Cap Growth 0.07%
As of Nov. 14, 2018
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IWB Top 10 Holdings

Symbol Name % Weight Price % Chg
AAPL Apple Inc 3.54% 194.20 +1.46%
MSFT Microsoft Corp 3.12% 108.74 +1.36%
AMZN Amazon.com Inc 2.55% 1600.08 -1.20%
BRK.B Berkshire Hathaway Inc B 1.64% 218.94 +0.72%
JNJ Johnson & Johnson 1.52% 146.23 +1.20%
JPM JPMorgan Chase & Co 1.41% 110.32 +0.23%
FB Facebook Inc A 1.34% 139.86 -2.77%
XOM Exxon Mobil Corp 1.29% 79.08 +1.14%
GOOG Alphabet Inc Class C 1.25% 1064.72 +0.00%
GOOGL Alphabet Inc A 1.24% 1070.80 -0.02%
As of Nov. 14, 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 2.55 yrs
Amy Whitelaw 0.25 yrs
Diane Hsiung 10.84 yrs
Greg Savage 10.84 yrs
Jennifer Hsui 6.25 yrs
Rachel Aguirre 0.25 yrs

IWB Net Fund Flows

1M -2.939B
3M -2.903B
6M -2.943B
YTD -3.852B
1Y -3.476B
3Y -356.65M
5Y 2.416B
10Y 3.209B
As of Oct. 31, 2018

IWB Risk Info

Beta (5Y) 1.004
Max Drawdown (All) 55.38%
Historical Sharpe (10Y) 1.017
Historical Sortino (All) 0.4944
30-Day Rolling Volatility 22.05%
Daily Value at Risk (VaR) 1% (All) 3.43%
Monthly Value at Risk (VaR) 1% (All) 14.00%

IWB Fundamentals

Dividend Yield TTM (11-16-18) 1.77%
30-Day SEC Yield (4-30-18) 1.70%
7-Day SEC Yield --
Weighted Average PE Ratio 18.69
Weighted Average Price to Sales Ratio 2.053
Weighted Average Price to Book Ratio 2.987
Weighted Median ROE 22.36%
Weighted Median ROA 7.80%
Forecasted Dividend Yield 1.93%
Forecasted PE Ratio 16.70
Forecasted Price to Sales Ratio 2.104
Forecasted Price to Book Ratio 2.858
Number of Holdings 990
As of Nov. 14, 2018

IWB Growth Estimates

Forecasted 5 Yr Earnings Growth 11.17%
Forecasted Book Value Growth 4.88%
Forecasted Cash Flow Growth 3.53%
Forecasted Earnings Growth 9.05%
Forecasted Revenue Growth 3.72%
As of Nov. 14, 2018

IWB Comparables

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IWB Attributes

Key Dates
Inception Date 5/15/2000
Termination Date
Last Annual Report Date 3/31/2018
Last Prospectus Date 8/1/2018
Attributes
Exchange Traded Share Yes
Exchange Traded Note No
Enhanced Index Fund No
Fixed Distribution Fund No
High-Net Worth Individual 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
Socially Responsible Fund 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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