IWViShares Russell 3000 ETF

Grow my money26y track recordRanked #133 of 2,960 in this goal

Seeks to track the investment results of a broad-based index composed of U.S. equities.

By iShares · Launched 2000

Annual Cost

0.20%

#1,039 of 5,562 · low cost

Fund Size

$19.8B

#152 of 5,562 · large

Return (1Y)Goal

+26.7%

Track Record

26 years

#78 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,470+24.7%

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

Index tracked

Russell 3000 Index

What it actually holds

By weight

Concentration

Top 10 holdings = 34.5% of fund✓ well diversified

NVIDIA Corp

6.6%

Apple Inc

6.0%

Microsoft Corp

5.5%

Amazon.com Inc

3.4%

Alphabet Inc

2.8%

Broadcom Inc

2.4%

Alphabet Inc

2.3%

Meta Platforms Inc

2.2%

Tesla Inc

1.9%

Berkshire Hathaway Inc

1.4%

Asset allocation

Stocks

99.8%

Cash

0.2%

By sector

Technology

36.5%

Financial Services

11.5%

Communication

10.0%

Consumer Cyclical

9.9%

Industrials

9.1%

Healthcare

8.9%

Consumer Defensive

4.3%

Energy

3.3%

Other

6.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

12.6%Moderate

Year-on-year price swings

Max drawdown

-35.2%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.08Strong risk-adjusted returns

Sortino (3Y)

1.57Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the investment results of a broad-based index composed of U.S. equities.
Strategy: Tracks the Russell 3000 Index, which measures the performance of the broad U.S. equity market. The index includes approximately 2,960 largest public issuers in the U.S. and its territories, covering large-, mid-, and small-cap companies. The Fund uses a representative sampling strategy to manage investments, aiming to keep portfolio turnover low and achieve lower costs compared to actively managed funds.
Inception date: May 22, 2000
Fund family: iShares