IWFiShares Russell 1000 Growth ETF

Grow my money26y track recordRanked #57 of 2,960 in this goal

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

By iShares · Launched 2000

Annual Cost

0.18%

#884 of 5,562 · low cost

Fund Size

$132.3B

#22 of 5,562 · large

Return (1Y)Goal

+21.7%

Track Record

26 years

#78 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,043+20.4%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Index tracking

Factor

Growth

Index tracked

Russell 1000 Growth Index

What it actually holds

By weight

Concentration

Top 10 holdings = 59.3% of fundmoderately concentrated

NVIDIA CORPORATION

12.2%

APPLE INC.

11.1%

MICROSOFT CORPORATION

10.1%

BROADCOM INC.

4.7%

AMAZON.COM, INC.

4.5%

TESLA, INC.

3.8%

META PLATFORMS, INC.

3.6%

ALPHABET INC.

3.4%

ELI LILLY AND COMPANY

2.9%

ALPHABET INC.

2.8%

Asset allocation

Stocks

99.8%

Cash

0.2%

By sector

Technology

53.9%

Consumer Cyclical

12.7%

Communication

12.4%

Healthcare

6.9%

Industrials

5.4%

Financial Services

5.0%

Consumer Defensive

2.4%

Real Estate

0.4%

Other

0.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

16.1%Moderate

Year-on-year price swings

Max drawdown

-32.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.98Decent risk-adjusted returns

Sortino (3Y)

1.43Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the investment results of an index of large- and mid-cap U.S. equities.
Strategy: Tracks the Russell 1000 Growth Index, measuring performance of large- and mid-cap growth sectors in the U.S. equity market. Uses representative sampling to invest primarily in component securities, aiming for lower costs and better after-tax performance while keeping portfolio turnover low.
Inception date: May 22, 2000
Fund family: iShares