iShares Russell 1000 ETF (IWB)

During the Trading Day
108.34 +2.14 / +2.02%
Data as of 3:59pm ET
Day’s Change
During After-Hours   Switch to standard view »
108.30 -0.0384 / -0.04%
 
Volume: 12.8K

Investment Objective

The investment seeks to track the investment results of an index composed of large- and mid-capitalization U.S. equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell 1000 « Index (the "underlying index"), which measures the performance of large- and mid-capitalization sectors of the U.S. equity market.

Performance

1 month-5.31% 3 years+18.75%
3 months-3.45% 5 years+14.23%
1 year+10.64% Since inception+4.06%
Data through 10/21/2014

Quote Details

Previous close$106.20
Open day’s range106.81 – 108.44
Net asset value (NAV)106.20 (10/20/2014)
Daily volume833,459
Average volume (3 months)777,757
Data as of 3:59pm ET, 10/21/2014

Peer Comparisonvs. Large blend ETFs

 IWBCategory
Performance 5-yr return+14.23%+14.83%
Expense Gross exp ratio0.15%0.43%
Risk 5 year sharpe ratio1.151.12
Net assets$9.9B$5.9B
Average market cap$52.1B$97.7B
Average P/E18.618.0
Dividend / Share--0.27%

Competitors

VOO Vanguard S&P 500 Index Fund ETF Shares
IVV iShares Core S&P 500 ETF
SPY SPDR┬« S&P 500 ETF

Holdings

Top 5 Sectors
Portfolio weighting
Financial service 16.30%
Industrial materials 12.84%
Energy 12.64%
Healthcare 11.00%
Hardware 9.32%
Top 10 Holdings
Portfolio weighting
AAPL Apple Inc3.01%
XOM Exxon Mobil Corporation2.00%
MSFT Microsoft Corp1.90%
JNJ Johnson & Johnson1.49%
GE General Electric Co1.27%
BRKB Berkshire Hathaway Inc Class B1.25%
WFC Wells Fargo & Co1.23%
JPM JPMorgan Chase & Co1.13%
CVX Chevron Corp1.12%
PG Procter & Gamble Co1.12%

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