IWBiShares Russell 1000 ETF

Grow my money26y track recordRanked #70 of 2,969 in this goal

Seeks to track the investment results of an index composed of large- and mid-capitalization U.S. equities.

By iShares · Launched 2000

Annual Cost

0.15%

#740 of 5,573 · low cost

Fund Size

$48.9B

#65 of 5,573 · large

Return (1Y)Goal

+26.0%

Track Record

26 years

#71 of 5,573 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,419+24.2%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Index tracking

Index tracked

Russell 1000 Index

What it actually holds

By weight

Concentration

Top 10 holdings = 36.1% of fund✓ well diversified

NVIDIA CORPORATION

7.0%

APPLE INC.

6.3%

MICROSOFT CORPORATION

5.7%

AMAZON.COM, INC.

3.5%

ALPHABET INC.

2.9%

BROADCOM INC.

2.5%

ALPHABET INC.

2.4%

META PLATFORMS, INC.

2.3%

TESLA, INC.

2.0%

BERKSHIRE HATHAWAY INC.

1.5%

Asset allocation

Stocks

99.8%

Cash

0.2%

By sector

Technology

37.3%

Financial Services

11.3%

Communication

10.4%

Consumer Cyclical

10.0%

Industrials

8.7%

Healthcare

8.5%

Consumer Defensive

4.4%

Energy

3.2%

Other

6.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

12.5%Moderate

Year-on-year price swings

Max drawdown

-34.6%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.10Strong risk-adjusted returns

Sortino (3Y)

1.61Good downside protection

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the investment results of an index composed of large- and mid-capitalization U.S. equities.
Strategy: Tracks the Russell 1000 Index, which measures the performance of large- and mid-cap U.S. equities. Aims for full replication of the index.
Inception date: May 15, 2000
Fund family: iShares