Morningstar

iShares Russell 3000 ETF IWV

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

Morningstar’s Analysis IWV

Will IWV outperform in the 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 IWV’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IWV 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 IWV’s parent organization’s priorities and whether they’re in line with investors’ interests.

This fund's expansive portfolio earns it an upgrade.

Senior Associate Analyst Brendan McCann

Brendan McCann

Senior Associate Analyst

Summary

IShares Russell 3000 ETF captures the performance of the US stock market with a low fee. The fund avoids unnecessary turnover by holding a broad and representative sample of its index, earning it a Process rating upgrade to High.

by Brendan McCann
Rated on Published on

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Portfolio Holdings IWV

More IWV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

6.85 1B
Technology

NVIDIA Corp

6.56 1B
Technology

Microsoft Corp

5.33 1B
Technology

Amazon.com Inc

3.21 647M
Consumer Cyclical

Alphabet Inc Class A

2.24 453M
Communication Services

Broadcom Inc

2.09 421M
Technology

Meta Platforms Inc Class A

1.86 375M
Communication Services

Alphabet Inc Class C

1.82 367M
Communication Services

Tesla Inc

1.61 324M
Consumer Cyclical

Eli Lilly and Co

1.56 314M
Healthcare

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