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Morningstar

iShares Russell 1000 ETF IWB

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IWB

Will IWB outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IWB’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the IWB management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of IWB’s parent organization’s priorities and whether they’re in line with investors’ interests.

Low-cost option for large- and mid-cap U.S. stocks.

Associate Analyst Mo'ath Almahasneh

Mo'ath Almahasneh

Associate Analyst

Summary

IShares Russell 1000 ETF IWB combines a broadly diversified portfolio of U.S. mid- and large-cap stocks with low turnover and a competitive expense ratio, providing it with a durable edge over its average peer. That said, there are cheaper alternatives available. It earns a Morningstar Analyst Rating of Silver.

by Mo'ath Almahasneh
Rated on Published on

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Portfolio Holdings IWB

More IWB Holdings
  • Current Portfolio Date
  • Equity Holdings 1010
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 27.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

6.44
1,874,326,440
Technology

Microsoft Corp

5.92
1,723,821,969
Technology

Amazon.com Inc

2.89
840,146,377
Consumer Cyclical

NVIDIA Corp

2.61
758,213,669
Technology

Alphabet Inc Class A

1.96
570,452,109
Communication Services

Tesla Inc

1.74
506,448,783
Consumer Cyclical

Alphabet Inc Class C

1.69
491,917,846
Communication Services

Meta Platforms Inc Class A

1.67
487,112,040
Communication Services

Berkshire Hathaway Inc Class B

1.62
470,555,188
Financial Services

Exxon Mobil Corp

1.19
345,504,715
Energy