iShares Russell 1000 ETF (IWB)

151.00
Delayed Data
As of Feb 20
 -0.93 / -0.61%
Today’s Change
128.86
Today|||52-Week Range
159.31
+1.61%
Year-to-Date

Investment Objective

The investment seeks to track the investment results of the Russell 1000- Index- which measures the performance of large- and mid- capitalization sectors of the U.S. equity market. 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 may invest the remainder of its assets in certain futures- options and swap contracts- cash and cash equivalents- as well as in securities not included in the underlying index- but which the advisor believes will help the fund track the underlying index.

Performance

1 month-3.19% 3 years+10.58%
3 months+5.45% 5 years+14.50%
1 year+17.27% Since inception+5.72%
Data through 02/21/2018

Quote Details

Previous close$151.93
Open day’s range150.51 – 152.23
Net asset value (NAV)151.04 (02/20/2018)
Daily volume1,065,825
Average volume (3 months)1,241,789
Data as of 8:00pm ET, 02/20/2018

Peer Comparisonvs. Large blend ETFs

 IWBCategory
Performance 5-yr return+14.50%+14.24%
Expense Gross exp ratio0.15%0.98%
Risk 5 year sharpe ratio1.531.37
Net assets$21.2B$5.6B
Average market cap$79.0B$126.0B
Average P/E23.723.7
Dividend / Share--0.22%

Competitors

MGC Vanguard Mega Cap Index Fund ETF Shares
IVV iShares Core S&P 500 ETF
VOO Vanguard 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 Apple3.21%
MSFT Microsoft2.66%
AMZN Amazon2.15%
FB Facebook1.63%
BRKB Berkshire Hathaway1.54%
JPM JPMorgan Chase1.49%
JNJ Johnson & Johnson1.39%
XOM Exxon Mobil1.38%
GOOG Google1.32%
GOOGL Google1.31%