Average Daily Volume
242.8K
Fund Overview
The iShares Russell 3000 ETF (IWV) is designed to track the investment results of the Russell 3000 Index, which measures the performance of the largest 3000 U.S. companies. This ETF provides broad exposure to the U.S. equity market, covering approximately 98% of the investable U.S. market capitalization. IWV includes large-cap, mid-cap, and small-cap stocks, offering investors diversified exposure across various sectors and industries. The fund is passively managed, aiming to replicate the performance of the index with minimal tracking error. With its extensive coverage, IWV is often used as a core holding in long-term investment 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 IWV ETF?
Potential Benefits
- Broad diversification across 3,000 U.S. stocks, reducing single-stock risk.
- Low expense ratio compared to actively managed funds, enhancing long-term returns.
- Exposure to large-, mid-, and small-cap stocks in a single ETF.
- High liquidity, making it easy to buy and sell shares.
- Passive management minimizes turnover and associated costs.
- Suitable as a core holding for long-term investors seeking U.S. market exposure.
Potential Risks
- Market risk: Performance tied to the broader U.S. equity market, which can be volatile.
- Small-cap exposure may increase volatility compared to large-cap-focused ETFs.
- Sector concentration risk if certain sectors dominate the index.
- Passive management means the fund will not avoid declining stocks.
- Tracking error risk, though typically minimal for large, well-established ETFs.
RSI data unavailable or insufficient history.
Monthly Returns (%)
| Year |
Jan |
Feb |
Mar |
Apr |
May |
Jun |
Jul |
Aug |
Sep |
Oct |
Nov |
Dec |
| 2026 |
+1.5%
|
-0.5%
|
-4.9%
|
+10.1%
|
+5.1%
|
-0.3%
|
-0.4%
|
+2.7%
|
-0.8%
|
+1.0%
|
-
|
-
|
| 2025 |
+3.1%
|
-1.9%
|
-5.8%
|
-0.9%
|
+6.4%
|
+5.1%
|
+2.3%
|
+2.3%
|
+3.4%
|
+2.1%
|
+0.3%
|
-0.1%
|
| 2024 |
+1.0%
|
+5.4%
|
+3.2%
|
-4.4%
|
+4.8%
|
+2.9%
|
+1.9%
|
+2.0%
|
+2.2%
|
-0.8%
|
+6.8%
|
-3.2%
|
| 2023 |
+6.8%
|
-2.4%
|
+2.8%
|
+1.1%
|
+0.4%
|
+6.8%
|
+3.6%
|
-2.0%
|
-4.8%
|
-2.6%
|
+9.3%
|
+5.3%
|
| 2022 |
-5.9%
|
-2.5%
|
+3.3%
|
-9.0%
|
-0.2%
|
-8.5%
|
+9.5%
|
-3.7%
|
-9.2%
|
+8.1%
|
+5.1%
|
-5.8%
|
| 2021 |
-0.5%
|
+3.1%
|
+3.7%
|
+5.3%
|
+0.3%
|
+2.4%
|
+1.7%
|
+2.8%
|
-4.5%
|
+6.7%
|
-1.4%
|
+3.8%
|
| 2020 |
-0.1%
|
-8.3%
|
-13.7%
|
+13.1%
|
+5.3%
|
+2.3%
|
+5.8%
|
+7.1%
|
-3.7%
|
-1.9%
|
+12.0%
|
+4.4%
|
| 2019 |
+8.5%
|
+3.5%
|
+1.4%
|
+3.9%
|
-6.4%
|
+6.9%
|
+1.6%
|
-2.1%
|
+1.8%
|
+2.1%
|
+3.8%
|
+2.8%
|
| 2018 |
+5.2%
|
-3.7%
|
-2.0%
|
+0.3%
|
+2.8%
|
+0.7%
|
+3.3%
|
+3.4%
|
+0.2%
|
-7.4%
|
+1.9%
|
-9.1%
|
| 2017 |
+1.8%
|
+3.7%
|
+0.1%
|
+1.0%
|
+1.0%
|
+0.9%
|
+1.9%
|
+0.1%
|
+2.5%
|
+2.2%
|
+3.0%
|
+1.1%
|
< -5%
-5% to -2%
-2% to 0%
0%
0% to +2%
+2% to +5%
> +5%
Top Holdings (by weight)
| Symbol |
Company Name |
Weight |
|
AAPL
|
APPLE INC |
5.9 % |
|
NVDA
|
NVIDIA CORP |
5.5 % |
|
MSFT
|
MICROSOFT CORP |
5.1 % |
|
AMZN
|
AMAZON.COM INC |
3.6 % |
|
META
|
META PLATFORMS INC CLASS A |
2.7 % |
|
GOOGL
|
ALPHABET INC CLASS A |
1.8 % |
|
AVGO
|
BROADCOM INC |
1.8 % |
|
TSLA
|
TESLA INC |
1.7 % |
|
GOOG
|
ALPHABET INC CLASS C |
1.5 % |
|
BRK-B
|
BERKSHIRE HATHAWAY INC CLASS B |
1.5 % |
Top 10 holdings shown, out of 2 total holdings.
Related ETFs: IWV vs Peers
Comparison highlights key differences on cost, coverage, and focus within sector ETFs.
Investment Strategy
IWV seeks to track the Russell 3000 Index, a market-cap-weighted index comprising the 3,000 largest U.S. companies. The fund employs a passive management strategy, aiming to replicate the index's performance by holding all (or a representative sample) of its constituents. The index is reconstituted annually to ensure it remains representative of the U.S. equity market, with quarterly updates to account for significant market changes. IWV primarily holds common stocks across all sectors, providing investors with a true reflection of the U.S. market's composition.
Frequently Asked Questions
What is the difference between IWV and IWB?
IWV tracks the Russell 3000 Index (all-cap), while IWB follows the Russell 1000 Index (large- and mid-cap), making IWV more inclusive of small-cap stocks.
How often is the Russell 3000 Index rebalanced?
The index undergoes a full reconstitution annually in June, with quarterly updates in March, September, and December to account for significant changes.
Does IWV pay dividends?
Yes, IWV distributes dividends quarterly, reflecting the aggregate dividends paid by the underlying index constituents.
Can IWV be used for sector rotation strategies?
While possible, IWV's broad diversification makes it less suitable for sector rotation than more focused ETFs. It's primarily designed for total market exposure.
Industry Overview
The iShares Russell 3000 ETF (IWV) provides comprehensive exposure to the U.S. equity market, spanning large-cap, mid-cap, and small-cap stocks. The Russell 3000 Index represents nearly the entire investable U.S. stock market, making IWV an efficient tool for investors seeking broad market participation. This ETF is particularly appealing for those looking to capture the overall growth of the U.S. economy without having to pick individual stocks or sectors. The fund's diversified nature helps mitigate some risks associated with narrower market segments while still offering growth potential across the market capitalization spectrum.
Alternative Comparison
Compared to similar broad-market ETFs like VTI (Vanguard Total Stock Market ETF) and ITOT (iShares Core S&P Total U.S. Stock Market ETF), IWV offers slightly broader small-cap exposure due to its inclusion of the Russell 3000 universe. While expense ratios are competitive across these funds, IWV's annual reconstitution process differs from some peers that follow indexes with more frequent updates. Unlike sector-specific or factor-based ETFs, IWV maintains a pure beta approach to the total U.S. market.
Issuer Overview
iShares, a division of BlackRock, is the largest ETF provider globally, known for its extensive lineup of index-tracking funds. With trillions in assets under management, iShares ETFs are widely recognized for their liquidity, low costs, and reliability. BlackRock's scale and expertise in passive investing contribute to the efficiency and robustness of funds like IWV.
Conclusion
IWV serves as an efficient, low-cost vehicle for gaining exposure to nearly the entire U.S. stock market. Its comprehensive coverage makes it suitable as a foundational holding in diversified portfolios. While it carries typical market risks, its broad diversification and passive management approach offer investors a straightforward way to participate in long-term U.S. economic growth.
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