IYWiShares U.S. Technology ETF

Grow my money26y track recordRanked #181 of 2,960 in this goal

Seeks to track the investment results of an index composed of U.S. equities in the technology sector.

By iShares · Launched 2000

Annual Cost

0.38%

#1,874 of 5,562 · low cost

Fund Size

$25.2B

#125 of 5,562 · large

Return (1Y)Goal

+54.0%

Track Record

26 years

#71 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$14,981+49.8%

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

Sector

Information technology

Index tracked

Russell 1000 Technology RIC 22.5/45 Capped Index

What it actually holds

By weight

Concentration

Top 10 holdings = 64.0% of fundconcentrated

NVIDIA CORPORATION

17.4%

APPLE INC.

14.7%

MICROSOFT CORPORATION

12.5%

META PLATFORMS, INC.

3.8%

MICRON TECHNOLOGY, INC.

3.1%

BROADCOM INC.

3.0%

ALPHABET INC.

2.7%

ADVANCED MICRO DEVICES, INC.

2.6%

ALPHABET INC.

2.2%

PALANTIR TECHNOLOGIES INC.

2.2%

Asset allocation

Stocks

99.9%

Cash

0.1%

By sector

Technology

83.4%

Communication

15.6%

Industrials

0.7%

Consumer Cyclical

0.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

22.0%High

Year-on-year price swings

Max drawdown

-39.4%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.18Strong risk-adjusted returns

Sortino (3Y)

1.72Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the investment results of an index composed of U.S. equities in the technology sector.
Strategy: Tracks the Russell 1000 Technology RIC 22.5/45 Capped Index, which measures the performance of large- and mid-cap U.S. technology companies. The Fund invests primarily in component securities of the Underlying Index, using a representative sampling strategy to maintain similar investment characteristics. It may invest up to 20% in derivatives and other securities to help track the Index.
Inception date: May 15, 2000
Fund family: iShares