IWBiShares Russell 1000 ETF

Grow my money26y track recordRanked #77 of 3,055 in this goal

Tracks the investment results of the Russell 1000 Index.

By iShares · Launched 2000

Annual Cost

0.15%

#645 of 6,040 · low cost

Fund Size

$48.8B

#69 of 6,040 · large

Return (1Y)

+16.1%

Track Record

26 years

#71 of 6,040 · established

Performance

Total-return NAV · USD

Growth of $10,000

$11,383+13.8%

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

Focus

Broad Market

Index tracked

Russell 1000 Index

Holdings

By weight

Concentration

Top 10 holdings = 33.6% of funddiversified

NVIDIA CORPORATION

6.8%

APPLE INC.

6.1%

MICROSOFT CORPORATION

4.6%

AMAZON.COM, INC.

3.3%

ALPHABET INC.

2.8%

BROADCOM INC.

2.4%

ALPHABET INC.

2.3%

META PLATFORMS, INC.

2.1%

TESLA, INC.

1.8%

BERKSHIRE HATHAWAY INC.

1.5%

Asset allocation

Stocks

99.9%

Cash

0.1%

By sector

Technology

36.9%

Financial Services

12.3%

Healthcare

9.5%

Consumer Cyclical

9.4%

Communication

9.2%

Industrials

8.7%

Consumer Defensive

4.4%

Energy

3.6%

Other

6.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

12.9%Moderate

Year-on-year price swings

Max drawdown

-34.6%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.06Strong risk-adjusted returns

Sortino (3Y)

1.56Good downside protection

Listing

Exchange: NYSE Arca

Full fund details

Objective: Tracks the investment results of the Russell 1000 Index.
Strategy: Invests primarily in large- and mid-capitalization U.S. equities to track the Russell 1000 Index. Uses a representative sampling indexing strategy to manage the Fund, aiming to keep portfolio turnover low.
Inception date: May 15, 2000
Fund family: iShares