iShares Russell 1000 ETF (IWB)

Add to Watchlists
Create an Alert
142.59 -0.53  -0.37% NYSE Arca Oct 23, 16:46 Delayed 2m USD
View Full Chart
IWB Price Chart

IWB Key Stats

IWB Performance

  Total Return (Price) Total Return (NAV) Cat. Total Return (NAV) % Rank in Cat. (NAV)
1M 2.79% 2.80% 2.85% 56
3M 4.57% 4.62% 4.34% 40
6M 10.14% 10.21% 9.65% 41
1Y 22.57% 22.59% 21.65% 40
3Y 12.60% 12.61% 11.12% 26
5Y 14.73% 14.72% 13.41% 21
10Y 7.85% 7.84% 6.97% 21
As of Oct. 20, 2017. Returns for periods of 1 year and above are annualized.

IWB Asset Allocation

Type % Net % Long % Short
Cash 0.30% 0.30% 0.00
Stock 99.70% 99.70% 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 Oct. 18, 2017

IWB Region Exposure

Americas 98.95%
North America 98.94%
Latin America 0.01%
Greater Europe 0.37%
United Kingdom 0.01%
Europe Developed 0.35%
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 Oct. 18, 2017. Region breakdown data is calculated by using the long position holdings of the portfolio.

IWB Stock Sector Exposure

Basic Materials 3.12%
Communication Services 3.48%
Consumer Cyclical 11.35%
Consumer Defensive 7.80%
Energy 5.82%
Financial Services 16.35%
Healthcare 13.99%
Industrials 11.02%
Real Estate 3.29%
Technology 20.69%
Utilities 3.09%
As of Oct. 18, 2017

IWB Stock Market Capitalization

Giant 45.83%
Large 32.26%
Medium 20.09%
Small 1.81%
Micro 0.00
As of Oct. 18, 2017

IWB Stock Style Exposure

Large Cap Value 24.97%
Large Cap Blend 26.31%
Large Cap Growth 27.33%
Mid Cap Value 6.57%
Mid Cap Blend 6.66%
Mid Cap Growth 6.41%
Small Cap Value 0.92%
Small Cap Blend 0.50%
Small Cap Growth 0.33%
As of Oct. 18, 2017
View More Holdings

IWB Top 10 Holdings

Symbol Name % Weight Price % Chg
AAPL Apple Inc 3.40% 156.10 -0.10%
MSFT Microsoft Corp 2.38% 78.85 +0.05%
FB Facebook Inc A 1.68% 171.44 -2.02%
AMZN Amazon.com Inc 1.62% 965.69 -1.75%
JNJ Johnson & Johnson 1.55% 144.68 +1.60%
BRK.B Berkshire Hathaway Inc B 1.48% 189.35 +0.16%
XOM Exxon Mobil Corp 1.43% 83.24 +0.16%
JPM JPMorgan Chase & Co 1.42% 99.25 -0.26%
GOOGL Alphabet Inc A 1.23% 985.55 -1.94%
GOOG Alphabet Inc C 1.23% 968.45 -2.00%
As of Oct. 18, 2017
Advertisement

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 1.46 yrs
Diane Hsiung 9.75 yrs
Greg Savage 9.75 yrs
Jennifer Hsui 5.17 yrs

IWB Net Fund Flows

1M 197.69M
3M 125.19M
6M 651.04M
YTD 291.98M
1Y 409.03M
3Y 5.802B
5Y 6.572B
10Y 8.748B
As of Sept. 30, 2017

IWB Risk Info

Beta (5Y) 1.006
Max Drawdown (All) 56.43%
Historical Sharpe (10Y) 0.5064
Historical Sortino (All) 0.4845
30-Day Rolling Volatility 4.16%
Daily Value at Risk (VaR) 1% (All) 3.44%
Monthly Value at Risk (VaR) 1% (All) 14.28%

IWB Fundamentals

Dividend Yield TTM (10-23-17) 1.73%
SEC Yield (12-31-15) 1.91%
Weighted Average PE Ratio 21.76
Weighted Average Price to Sales Ratio 2.106
Weighted Average Price to Book Ratio 3.013
Weighted Median ROE 20.71%
Weighted Median ROA 7.25%
Forecasted Dividend Yield 1.95%
Forecasted PE Ratio 20.69
Forecasted Price to Sales Ratio 2.162
Forecasted Price to Book Ratio 2.879
Number of Holdings 983
As of Oct. 18, 2017

IWB Growth Estimates

Forecasted 5 Yr Earnings Growth 9.84%
Forecasted Book Value Growth 3.95%
Forecasted Cash Flow Growth 0.23%
Forecasted Earnings Growth 4.39%
Forecasted Revenue Growth 0.37%
As of Oct. 18, 2017

IWB Comparables

Edit

IWB Attributes

Key Dates
Inception Date 5/15/2000
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.

Access our powerful Excel Add-in with a YCharts Professional Membership. Learn More.

Advertisement

{{root.upsell.info.feature_headline}}.

{{root.upsell.info.feature_description}}

Please note that this feature is only available as an add-on to YCharts subscriptions.


Please note that this feature requires full activation of your account and is not permitted during the free trial period.

Start My Free Trial {{root.upsell.info.call_to_action}} No credit card required.

Already a subscriber? Sign in.