Average Daily Volume
1.06M
Fund Overview
The iShares Russell 1000 ETF (IWB) is designed to track the investment results of the Russell 1000 Index, which measures the performance of the large- and mid-capitalization sectors of the U.S. equity market. The Russell 1000 Index represents approximately 90% of the total market capitalization of the Russell 3000 Index, making it a broad benchmark for U.S. large-cap stocks. IWB provides investors with exposure to a diversified portfolio of U.S. companies, spanning various industries and sectors. The fund is passively managed, aiming to replicate the performance of the index before fees and expenses. With its low expense ratio and broad market coverage, IWB is a popular choice for investors seeking core equity exposure in their portfolios.
- Asset Class
-
Equity
- Industry
-
N/A
- Annual Dividend Rate
-
- Smart Beta
-
No
- Leveraged / Inverse
-
N/A / No
- Dividend Quality - Yield
-
- 1.08 %
- Currency Hedged
-
No
- Portfolio Turnover
-
3 %
- Dividend Date
-
Why Invest in the IWB ETF?
Potential Benefits
- Provides broad exposure to large- and mid-cap U.S. stocks, offering diversification across sectors and industries.
- Low expense ratio compared to actively managed funds, making it cost-effective for long-term investors.
- Passively tracks the Russell 1000 Index, which is widely recognized as a benchmark for U.S. large-cap equities.
- High liquidity, allowing for easy entry and exit for investors.
- Historically strong performance relative to other broad-market indices over the long term.
Potential Risks
- Market risk: Performance is tied to the U.S. equity market, which can be volatile.
- Concentration risk: The Russell 1000 Index is weighted by market capitalization, leading to heavy exposure to the largest companies.
- No active management to mitigate downturns or exploit opportunities.
- Limited exposure to small-cap and international stocks, which may outperform in certain market conditions.
RSI data unavailable or insufficient history.
Monthly Returns (%)
| Year |
Jan |
Feb |
Mar |
Apr |
May |
Jun |
Jul |
Aug |
Sep |
Oct |
Nov |
Dec |
| 2026 |
+1.3%
|
-0.6%
|
-5.0%
|
+10.2%
|
+5.1%
|
-0.6%
|
-0.3%
|
+2.8%
|
-0.7%
|
+2.3%
|
-
|
-
|
| 2025 |
+3.1%
|
-1.7%
|
-5.8%
|
-0.7%
|
+6.4%
|
+5.0%
|
+2.3%
|
+2.1%
|
+3.3%
|
+2.3%
|
+0.2%
|
0.0%
|
| 2024 |
+1.3%
|
+5.3%
|
+3.3%
|
-4.2%
|
+4.7%
|
+3.3%
|
+1.5%
|
+2.4%
|
+2.1%
|
-0.7%
|
+6.5%
|
-2.8%
|
| 2023 |
+6.6%
|
-2.4%
|
+3.2%
|
+1.2%
|
+0.5%
|
+6.7%
|
+3.5%
|
-1.7%
|
-4.8%
|
-2.4%
|
+9.3%
|
+5.0%
|
| 2022 |
-5.6%
|
-2.7%
|
+3.4%
|
-8.9%
|
-0.2%
|
-8.4%
|
+9.3%
|
-3.8%
|
-9.2%
|
+7.9%
|
+5.3%
|
-5.8%
|
| 2021 |
-0.8%
|
+2.9%
|
+3.8%
|
+5.3%
|
+0.5%
|
+2.4%
|
+2.1%
|
+2.9%
|
-4.6%
|
+6.9%
|
-1.3%
|
+4.0%
|
| 2020 |
+0.1%
|
-8.1%
|
-13.4%
|
+13.2%
|
+5.2%
|
+2.3%
|
+5.9%
|
+7.3%
|
-3.7%
|
-2.3%
|
+11.7%
|
+4.1%
|
| 2019 |
+8.2%
|
+3.4%
|
+1.8%
|
+3.9%
|
-6.3%
|
+6.9%
|
+1.6%
|
-1.9%
|
+1.8%
|
+2.1%
|
+3.8%
|
+2.8%
|
| 2018 |
+5.4%
|
-3.7%
|
-2.2%
|
+0.3%
|
+2.6%
|
+0.6%
|
+3.5%
|
+3.4%
|
+0.4%
|
-7.1%
|
+1.9%
|
-8.9%
|
| 2017 |
+1.9%
|
+3.8%
|
+0.1%
|
+1.0%
|
+1.3%
|
+0.7%
|
+1.9%
|
+0.3%
|
+2.1%
|
+2.3%
|
+3.0%
|
+1.2%
|
< -5%
-5% to -2%
-2% to 0%
0%
0% to +2%
+2% to +5%
> +5%
Top Holdings (by weight)
| Symbol |
Company Name |
Weight |
|
MSFT
|
MICROSOFT CORP |
5.8 % |
|
AAPL
|
APPLE INC |
5.6 % |
|
NVDA
|
NVIDIA CORP |
4.9 % |
|
AMZN
|
AMAZON.COM INC |
3.5 % |
|
META
|
META PLATFORMS INC CLASS A |
2.4 % |
|
BRK-B
|
BERKSHIRE HATHAWAY INC CLASS B |
2.0 % |
|
GOOGL
|
ALPHABET INC CLASS A |
1.9 % |
|
AVGO
|
BROADCOM INC |
1.6 % |
|
GOOG
|
ALPHABET INC CLASS C |
1.6 % |
|
TSLA
|
TESLA INC |
1.4 % |
Top 10 holdings shown, out of 1 total holdings.
Related ETFs: IWB vs Peers
Comparison highlights key differences on cost, coverage, and focus within sector ETFs.
Investment Strategy
The iShares Russell 1000 ETF (IWB) is designed to track the performance of the Russell 1000 Index, a market-cap-weighted index of the 1,000 largest U.S. publicly traded companies. The fund employs a passive management strategy, aiming to replicate the index by holding all or a representative sample of the securities in the index. IWB primarily invests in common stocks, providing exposure to a diversified portfolio of large- and mid-cap equities. The fund is rebalanced periodically to align with the index's composition, which is reviewed annually by FTSE Russell.
Frequently Asked Questions
What is the difference between IWB and IWV?
IWB tracks the Russell 1000 Index (large- and mid-cap stocks), while IWV tracks the Russell 3000 Index, which includes small-cap stocks in addition to large- and mid-cap stocks.
How often is the Russell 1000 Index rebalanced?
The Russell 1000 Index is reconstituted annually in June, with quarterly updates to reflect changes like IPOs and significant market shifts.
Does IWB pay dividends?
Yes, IWB pays dividends quarterly, reflecting the dividends paid by the underlying stocks in the Russell 1000 Index.
What sectors are most represented in IWB?
As of the latest data, technology, healthcare, and financials are the most heavily weighted sectors in IWB.
Industry Overview
The iShares Russell 1000 ETF (IWB) provides investors with exposure to the large- and mid-cap segments of the U.S. equity market. The Russell 1000 Index, which IWB tracks, includes companies from a wide range of industries, such as technology, healthcare, financials, and consumer discretionary. Investing in IWB allows investors to participate in the growth of established U.S. companies while benefiting from the diversification inherent in a broad-market index. The fund is particularly suited for those seeking core equity exposure with a focus on domestic large-cap stocks.
Alternative Comparison
Compared to its peers, such as IVV (iShares Core S&P 500 ETF) and VTI (Vanguard Total Stock Market ETF), IWB offers a broader exposure to U.S. large- and mid-cap stocks, whereas IVV focuses solely on the S&P 500. VTI, on the other hand, includes small-cap stocks, providing more comprehensive market coverage. IWB's expense ratio is competitive, though slightly higher than some alternatives like VOO (Vanguard S&P 500 ETF). Investors choosing IWB benefit from its alignment with the Russell 1000 Index, which includes more mid-cap exposure than the S&P 500.
Issuer Overview
iShares, a division of BlackRock, is the largest ETF provider globally, known for its extensive range of index-tracking and actively managed ETFs. With a strong reputation for innovation and reliability, iShares offers investors access to a variety of asset classes and investment strategies. BlackRock's robust infrastructure and expertise in asset management ensure efficient fund operations and tight tracking to underlying indices.
Conclusion
The iShares Russell 1000 ETF (IWB) is a solid choice for investors seeking diversified exposure to large- and mid-cap U.S. equities. Its low cost, broad market coverage, and strong track record make it an attractive core holding for long-term portfolios. While it carries typical market risks associated with equity investing, its passive management and alignment with a reputable index provide a reliable way to gain access to the U.S. stock market.
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