Key stats
About iShares Russell 1000 ETF
Home page
Inception date
May 15, 2000
Structure
Open-Ended Fund
Replication method
Physical
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
BlackRock Fund Advisors
Distributor
BlackRock Investments LLC
IWB offers exposure to a generously-defined large-cap market in a large, liquid, and low-cost wrapper. The fund`s largest 1,000 names selection methodology extends into the midcap space as we see it. In contrast, our benchmark has about 300 stocks. This broader portfolio slightly lowers concentration risk while slightly increasing market risk. But for allocators, defining the ideal large-cap boundary is less important than avoiding coverage gaps or overlaps when combining funds in a portfolio. If the Russell 1000 meets your large-cap needs, IWB gets it done nicely.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Technology Services
Electronic Technology
Finance
Stocks99.80%
Technology Services20.25%
Electronic Technology19.17%
Finance15.17%
Health Technology8.13%
Retail Trade8.06%
Consumer Non-Durables4.09%
Producer Manufacturing3.45%
Consumer Services3.15%
Energy Minerals2.52%
Utilities2.46%
Commercial Services2.18%
Consumer Durables2.13%
Health Services1.94%
Process Industries1.63%
Transportation1.59%
Industrial Services1.26%
Communications1.03%
Distribution Services0.84%
Non-Energy Minerals0.70%
Miscellaneous0.05%
Bonds, Cash & Other0.20%
Mutual fund0.17%
Cash0.03%
Stock breakdown by region
North America97.48%
Europe2.51%
Latin America0.01%
Middle East0.00%
Asia0.00%
Africa0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history