iShares Russell 1000 ETF (IWB)

229.02
Delayed Data
As of May 27
 +5.69 / +2.55%
Today’s Change
209.78
Today|||52-Week Range
267.13
-13.39%
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 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.

Performance

1 month-7.65% 3 years+13.42%
3 months-9.66% 5 years+12.08%
1 year-6.00% Since inception+6.71%
Data through 05/26/2022

Quote Details

Previous close$223.33
Open day’s range224.81 – 229.02
Net asset value (NAV)223.36 (05/26/2022)
Daily volume1,216,456
Average volume (3 months)1,113,439
Data as of 4:00pm ET, 05/27/2022

Peer Comparisonvs. Large blend ETFs

 IWBCategory
Performance 5-yr return+12.08%+14.09%
Expense Gross exp ratio0.15%0.80%
Risk 5 year sharpe ratio0.760.70
Net assets$27.5B$6.1B
Average market cap$158.9B$225.8B
Average P/E21.221.3
Dividend / Share--0.20%

Competitors

VOO Vanguard S&P 500 ETF
IVV iShares Core S&P 500 ETF
SPLG SPDR® Portfolio 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 Apple6.31%
MSFT Microsoft5.43%
AMZN Amazon2.80%
TSLA Tesla1.88%
GOOGL Google1.78%
GOOG Google1.65%
BRKB Berkshire Hathaway1.54%
UNH UnitedHealth1.24%
JNJ Johnson & Johnson1.23%
FB Facebook1.20%