iShares Russell 1000 ETF (IWB)

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136.36 +1.36  +1.01% NYSE Arca Aug 22, 16:59 Delayed 2m USD
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IWB Price Chart

IWB Key Stats

IWB Performance

  Total Return Cat. Total Return (NAV) % Rank in Cat. (NAV)
1M -1.70% -1.86% 49
3M 2.30% 2.06% 46
6M 3.32% 2.85% 43
1Y 13.22% 12.27% 38
3Y 8.62% 7.07% 21
5Y 13.70% 12.41% 18
10Y 7.62% 6.66% 18
As of Aug. 21, 2017. 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 Aug. 21, 2017

IWB Region Exposure

Americas 98.92%
North America 98.91%
Latin America 0.02%
Greater Europe 0.37%
United Kingdom 0.01%
Europe Developed 0.36%
Europe Emerging 0.00
Africa/Middle East 0.01%
Greater Asia 0.71%
Japan 0.00
Australasia 0.01%
Asia Developed 0.00
Asia Emerging 0.69%
Market Classification
% Developed Markets 99.30%
% Emerging Markets 0.70%
As of Aug. 18, 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 3.88%
Consumer Cyclical 11.39%
Consumer Defensive 8.38%
Energy 5.49%
Financial Services 16.13%
Healthcare 13.96%
Industrials 10.70%
Real Estate 3.40%
Technology 20.24%
Utilities 3.25%
As of Aug. 21, 2017

IWB Stock Market Capitalization

Giant 44.84%
Large 33.03%
Medium 20.20%
Small 1.90%
Micro 0.02%
As of Aug. 21, 2017

IWB Stock Style Exposure

Large Cap Value 26.72%
Large Cap Blend 26.85%
Large Cap Growth 24.50%
Mid Cap Value 6.56%
Mid Cap Blend 6.97%
Mid Cap Growth 6.54%
Small Cap Value 0.87%
Small Cap Blend 0.62%
Small Cap Growth 0.37%
As of Aug. 21, 2017
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IWB Top 10 Holdings

Symbol Name % Weight Price % Chg
AAPL Apple Inc 3.53% 159.85 +1.68%
MSFT Microsoft Corp 2.33% 73.23 +1.50%
FB Facebook Inc A 1.69% 169.68 +1.13%
AMZN Amazon.com Inc 1.63% 967.07 +1.45%
JNJ Johnson & Johnson 1.55% 134.71 +0.94%
BRK.B Berkshire Hathaway Inc B 1.48% 180.52 +1.22%
XOM Exxon Mobil Corp 1.39% 76.75 +0.48%
JPM JPMorgan Chase & Co 1.38% 91.57 +1.04%
GOOG Alphabet Inc C 1.18% 924.46 +1.96%
GOOGL Alphabet Inc A 1.18% 941.45 +2.23%
As of Aug. 21, 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 1.29 yrs
Diane Hsiung 9.59 yrs
Greg Savage 9.59 yrs
Jennifer Hsui 5.00 yrs

IWB Net Fund Flows

1M 337.81M
3M 726.24M
6M 712.42M
YTD 504.60M
1Y 840.98M
3Y 6.346B
5Y 6.638B
10Y 9.011B
As of July 31, 2017

IWB Risk Info

Beta (5Y) 0.9998
Max Drawdown (All) 56.43%
Historical Sharpe (10Y) 0.518
Historical Sortino (All) 0.478
30-Day Rolling Volatility 7.75%
Daily Value at Risk (VaR) 1% (All) 3.44%
Monthly Value at Risk (VaR) 1% (All) 14.35%

IWB Fundamentals

Dividend Yield TTM (8-22-17) 1.71%
SEC Yield (12-31-15) 1.91%
Weighted Average PE Ratio 21.57
Weighted Average Price to Sales Ratio 2.093
Weighted Average Price to Book Ratio 2.975
Weighted Median ROE 20.46%
Weighted Median ROA 7.08%
Forecasted Dividend Yield 1.99%
Forecasted PE Ratio 20.56
Forecasted Price to Sales Ratio 2.118
Forecasted Price to Book Ratio 2.833
Number of Holdings 991
As of Aug. 21, 2017

IWB Growth Estimates

Forecasted 5 Yr Earnings Growth 9.84%
Forecasted Book Value Growth 3.87%
Forecasted Cash Flow Growth 0.27%
Forecasted Earnings Growth 4.10%
Forecasted Revenue Growth 0.40%
As of Aug. 21, 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 8/1/2017
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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