iShares Russell 1000 ETF (IWB)

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149.80 -0.83  -0.55% NYSE Arca Apr 19, 16:58 Delayed 2m USD
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IWB Performance

  Total Return (Price) Total Return (NAV) Cat. Total Return (NAV) % Rank in Cat. (NAV)
1M -1.38% -1.42% -2.32% 56
3M -2.57% -2.57% -3.25% 37
6M 7.19% 7.17% 5.39% 44
YTD 1.79% 1.86% 0.37% 40
1Y 18.21% 18.19% 16.11% 44
3Y 11.14% 11.13% 8.77% 28
5Y 14.15% 14.14% 12.01% 23
10Y 9.24% 9.25% 8.39% 23
As of April 18, 2018. 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 April 17, 2018

IWB Region Exposure

Americas 99.04%
North America 99.02%
Latin America 0.02%
Greater Europe 0.29%
United Kingdom 0.01%
Europe Developed 0.27%
Europe Emerging 0.00%
Africa/Middle East 0.01%
Greater Asia 0.66%
Japan 0.00%
Australasia 0.00%
Asia Developed 0.00%
Asia Emerging 0.66%
Market Classification
% Developed Markets 99.33%
% Emerging Markets 0.67%
As of April 16, 2018. Region breakdown data is calculated by using the long position holdings of the portfolio.

IWB Stock Sector Exposure

Basic Materials 3.09%
Communication Services 3.04%
Consumer Cyclical 12.25%
Consumer Defensive 7.32%
Energy 5.91%
Financial Services 16.35%
Healthcare 13.17%
Industrials 10.91%
Real Estate 3.13%
Technology 22.07%
Utilities 2.77%
As of April 17, 2018

IWB Stock Market Capitalization

Giant 50.78%
Large 32.26%
Medium 16.31%
Small 0.66%
Micro 0.00%
As of April 17, 2018

IWB Stock Style Exposure

Large Cap Value 27.01%
Large Cap Blend 26.83%
Large Cap Growth 29.79%
Mid Cap Value 5.21%
Mid Cap Blend 5.63%
Mid Cap Growth 4.90%
Small Cap Value 0.37%
Small Cap Blend 0.14%
Small Cap Growth 0.12%
As of April 17, 2018
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IWB Top 10 Holdings

Symbol Name % Weight Price % Chg
AAPL Apple Inc 3.52% 172.74 -2.87%
MSFT Microsoft Corp 2.81% 96.14 -0.31%
AMZN Amazon.com Inc 2.36% 1558.60 +2.01%
FB Facebook Inc A 1.55% 168.17 +1.09%
BRK.B Berkshire Hathaway Inc B 1.49% 200.41 +0.45%
JPM JPMorgan Chase & Co 1.48% 111.82 +2.29%
JNJ Johnson & Johnson 1.37% 127.50 -0.17%
XOM Exxon Mobil Corp 1.29% 79.35 +0.16%
GOOG Alphabet Inc C 1.26% 1088.10 +1.49%
GOOGL Alphabet Inc A 1.25% 1091.25 +1.47%
As of April 17, 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 1.80 yrs
Diane Hsiung 10.09 yrs
Greg Savage 10.09 yrs
Jennifer Hsui 5.51 yrs

IWB Net Fund Flows

1M -64.38M
3M -744.19M
6M -863.00M
YTD -744.19M
1Y -211.96M
3Y 3.942B
5Y 5.700B
10Y 7.433B
As of March 31, 2018

IWB Risk Info

Beta (5Y) 0.9919
Max Drawdown (All) 55.38%
Historical Sharpe (10Y) 0.6369
Historical Sortino (All) 0.498
30-Day Rolling Volatility 20.16%
Daily Value at Risk (VaR) 1% (All) 3.44%
Monthly Value at Risk (VaR) 1% (All) 14.13%

IWB Fundamentals

Dividend Yield TTM (4-19-18) 2.10%
SEC Yield (12-31-15) 1.91%
Weighted Average PE Ratio 20.42
Weighted Average Price to Sales Ratio 2.117
Weighted Average Price to Book Ratio 3.038
Weighted Median ROE 20.36%
Weighted Median ROA 6.77%
Forecasted Dividend Yield 1.97%
Forecasted PE Ratio 17.09
Forecasted Price to Sales Ratio 2.049
Forecasted Price to Book Ratio 2.796
Number of Holdings 978
As of April 17, 2018

IWB Growth Estimates

Forecasted 5 Yr Earnings Growth 12.17%
Forecasted Book Value Growth 4.76%
Forecasted Cash Flow Growth 3.42%
Forecasted Earnings Growth 9.61%
Forecasted Revenue Growth 3.71%
As of April 17, 2018

IWB Comparables

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IWB Attributes

Key Dates
Inception Date 5/15/2000
Termination Date
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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