IShares Russell 1000 ETF IWB offers a well-diversified, market-cap-weighted portfolio that captures the large- and mid-cap opportunity set while charging a low fee, a recipe for success over the long run. However, there are cheaper alternatives available.
iShares Russell 1000 ETF IWB
Morningstar’s Analysis IWB
Will IWB outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 29.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 6.39 | 2.2 Bil | Technology |
Apple Inc | 5.37 | 1.8 Bil | Technology |
NVIDIA Corp | 4.29 | 1.4 Bil | Technology |
Amazon.com Inc | 3.51 | 1.2 Bil | Consumer Cyclical |
Alphabet Inc Class A | 2.12 | 714.1 Mil | Communication Services |
Meta Platforms Inc Class A | 2.11 | 712.4 Mil | Communication Services |
Alphabet Inc Class C | 1.81 | 609.4 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 1.59 | 535.2 Mil | Financial Services |
Eli Lilly and Co | 1.43 | 482.1 Mil | Healthcare |
JPMorgan Chase & Co | 1.20 | 406.1 Mil | Financial Services |