iShares Russell 1000 ETF (IWB)

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135.92 +0.24  +0.18% NYSE Arca Jun 23, 20:00 Delayed 2m USD
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IWB Key Stats

IWB Performance

  Total Return Cat. Total Return (NAV) % Rank in Cat. (NAV)
1M 1.77% 1.67% 39
3M 4.39% 4.08% 35
6M 8.62% 7.89% 31
1Y 17.60% 16.46% 37
3Y 9.33% 7.67% 20
5Y 15.13% 13.89% 21
As of June 23, 2017
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 June 22, 2017

IWB Region Exposure

Americas 99.15%
North America 99.14%
Latin America 0.02%
Greater Europe 0.34%
United Kingdom 0.01%
Europe Developed 0.32%
Europe Emerging 0.00
Africa/Middle East 0.00%
Greater Asia 0.51%
Japan 0.00
Australasia 0.00%
Asia Developed 0.00
Asia Emerging 0.50%
Market Classification
% Developed Markets 99.49%
% Emerging Markets 0.51%
As of June 22, 2017
Region breakdown data is calculated by using the long position holdings of the portfolio.

IWB Stock Sector Exposure

Basic Materials 3.08%
Communication Services 3.77%
Consumer Cyclical 11.79%
Consumer Defensive 8.69%
Energy 5.63%
Financial Services 15.86%
Healthcare 14.38%
Industrials 10.85%
Real Estate 3.28%
Technology 19.55%
Utilities 3.13%
As of June 22, 2017

IWB Stock Market Capitalization

Giant 44.86%
Large 33.61%
Medium 19.40%
Small 2.08%
Micro 0.04%
As of June 22, 2017

IWB Stock Style Exposure

Large Cap Value 27.03%
Large Cap Blend 27.36%
Large Cap Growth 24.24%
Mid Cap Value 6.53%
Mid Cap Blend 6.73%
Mid Cap Growth 6.05%
Small Cap Value 1.00%
Small Cap Blend 0.71%
Small Cap Growth 0.34%
As of June 22, 2017
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IWB Top 10 Holdings

Symbol Name % Weight Price % Chg
AAPL Apple Inc 3.43% 146.28 +0.45%
MSFT Microsoft Corp 2.29% 71.21 +1.35%
AMZN Amazon.com Inc 1.67% 1003.74 +0.24%
JNJ Johnson & Johnson 1.61% 136.43 +0.28%
FB Facebook Inc A 1.48% 155.07 +1.09%
XOM Exxon Mobil Corp 1.45% 81.61 +0.65%
BRK.B Berkshire Hathaway Inc B 1.37% 167.22 -0.65%
JPM JPMorgan Chase & Co 1.36% 86.86 -0.18%
GOOGL Alphabet Inc A 1.23% 986.09 +0.97%
GOOG Alphabet Inc C 1.22% 965.59 +0.89%
As of June 22, 2017
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IWB Ratings

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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 1.13 yrs
Diane Hsiung 9.42 yrs
Greg Savage 9.42 yrs
Jennifer Hsui 4.83 yrs

IWB Net Fund Flows

1M 252.74M
3M 218.32M
6M 757.36M
YTD 31.10M
1Y 668.93M
3Y 6.059B
5Y 5.888B
10Y 8.610B
As of May 31, 2017

IWB Risk Info

Beta (5Y) 0.9983
Max Drawdown (All) 56.43%
Historical Sharpe (10Y) 0.4671
Historical Sortino (All) 0.4724
30-Day Rolling Volatility 7.66%
Daily Value at Risk (VaR) 1% (All) 3.44%
Monthly Value at Risk (VaR) 1% (All) 14.42%

IWB Fundamentals

Dividend Yield TTM (6-23-17) 1.72%
SEC Yield (12-31-15) 1.91%
Weighted Average PE Ratio 21.10
Weighted Average Price to Sales Ratio 2.023
Weighted Average Price to Book Ratio 2.919
Weighted Median ROE 21.08%
Weighted Median ROA 7.15%
Forecasted Dividend Yield 2.05%
Forecasted PE Ratio 19.79
Forecasted Price to Sales Ratio 2.030
Forecasted Price to Book Ratio 2.728
Number of Holdings 998
As of June 22, 2017

IWB Growth Estimates

Forecasted 5 Yr Earnings Growth 9.63%
Forecasted Book Value Growth 3.60%
Forecasted Cash Flow Growth 0.54%
Forecasted Earnings Growth 4.03%
Forecasted Revenue Growth 0.36%
As of June 22, 2017

IWB Comparables

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IWB Attributes

Key Dates
Inception Date 5/15/2000
Last Annual Report Date 3/31/2017
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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