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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.

A formidable option for large-cap investors.

Associate Analyst Mo'ath Almahasneh

Mo'ath Almahasneh

Associate Analyst

Summary

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.

by Mo'ath Almahasneh
Rated on Published on

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Portfolio Holdings IWB

More IWB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.66 2.2 Bil
Technology

Apple Inc

5.32 1.8 Bil
Technology

NVIDIA Corp

4.34 1.5 Bil
Technology

Amazon.com Inc

3.55 1.2 Bil
Consumer Cyclical

Meta Platforms Inc Class A

2.38 802.1 Mil
Communication Services

Alphabet Inc Class A

2.01 678.0 Mil
Communication Services

Alphabet Inc Class C

1.71 577.8 Mil
Communication Services

Berkshire Hathaway Inc Class B

1.58 534.5 Mil
Financial Services

Eli Lilly and Co

1.38 466.2 Mil
Healthcare

Broadcom Inc

1.20 405.8 Mil
Technology