IWB 📈 iShares Russell 1000 - Overview
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US4642876225 • Large Blend
IWB: Stocks, Futures, Options, Swap, Contracts, Cash, Equivalents
The iShares Russell 1000 ETF, listed on NYSE ARCA under the ticker IWB, is designed to track the performance of the Russell 1000 Index, which comprises the largest publicly traded companies in the US. This ETF typically allocates at least 80% of its total assets to the securities that make up its underlying index, providing investors with broad exposure to the US large-cap market. The remaining 20% can be invested in a variety of financial instruments, including futures contracts, options, swap contracts, as well as cash and cash equivalents, aiming to optimize returns and manage risk.
As a large blend ETF, the iShares Russell 1000 ETF offers a diversified portfolio that spans across various sectors and industries, reflecting the composition of the Russell 1000 Index. This diversification can help mitigate risk and potentially enhance long-term returns, making it an attractive option for investors seeking exposure to the US large-cap market. The fund is domiciled in the United States and has an International Securities Identification Number (ISIN) of US4642876225. For more information, investors can visit the company's website at http://www.ishares.com.
The iShares Russell 1000 ETF falls under the category of exchange-traded funds (ETFs), which are known for their flexibility, transparency, and cost-effectiveness. ETFs like IWB allow investors to buy and sell shares throughout the trading day, providing real-time pricing and the ability to respond quickly to market movements. This, combined with the fund's large blend strategy, can be particularly beneficial for investors looking to build a core portfolio or seeking to gain broad exposure to the US large-cap market with the potential for long-term growth.
Additional Sources for IWB ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
IWB ETF Overview
Market Cap in USD | 40,438m |
Category | Large Blend |
TER | 0.15% |
IPO / Inception | 2000-05-15 |
IWB ETF Ratings
Growth 5y | 80.3% |
Fundamental | - |
Dividend | 52.5% |
Rel. Strength Industry | 0.4 |
Analysts | - |
Fair Price Momentum | 337.19 USD |
Fair Price DCF | - |
IWB Dividends
Dividend Yield 12m | 1.13% |
Yield on Cost 5y | 2.15% |
Annual Growth 5y | 4.92% |
Payout Consistency | 97.9% |
IWB Growth Ratios
Growth Correlation 3m | 40.4% |
Growth Correlation 12m | 96% |
Growth Correlation 5y | 80.9% |
CAGR 5y | 13.95% |
CAGR/Mean DD 5y | 2.07 |
Sharpe Ratio 12m | 1.50 |
Alpha | -0.47 |
Beta | 1.03 |
Volatility | 16.63% |
Current Volume | 715.9k |
Average Volume 20d | 1387k |
As of January 20, 2025, the stock is trading at USD 329.39 with a total of 715,900 shares traded.
Over the past week, the price has changed by +2.88%, over one month by +2.51%, over three months by +3.24% and over the past year by +25.56%.
Yes. Based on ValueRay Analyses, iShares Russell 1000 (NYSE ARCA:IWB) is currently (January 2025) a good stock to buy. It has a ValueRay Growth Rating of 80.29 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of IWB as of January 2025 is 337.19. This means that IWB is currently overvalued and has a potential downside of 2.37%.
iShares Russell 1000 has no consensus analysts rating.
According to ValueRays Forecast Model, IWB iShares Russell 1000 will be worth about 375.3 in January 2026. The stock is currently trading at 329.39. This means that the stock has a potential upside of +13.93%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 375.3 | 13.9% |