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IWB
+19.41 · +5.43%
$376.73 · NYSE ARCA

iShares Russell 1000 ETF (IWB) ETF Analysis | Large Blend

iShares · United States
AUM:$46.6B
#– of – in Large Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 17.6% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.15% — among the lowest available for this category.

What is IWB?

The fund generally will invest at least 80% of its assets in the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
IWB delivered 17.6% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.15% — reasonable for the index exposure provided.
Moderate Concentration
Top 10 holdings make up 34.1% of the ETF — a moderate level of name concentration.
ETF Information
AUM$46.6B
Expense Ratio0.15%
Dividend Yield0.99%
Holdings998
Inception DateMay 2000
DomicileUnited States
DistributionNA
Index–
ProvideriShares
Beta1.02
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+12.2%
1Y
+19.0%
3Y
+76.3%
5Y
+76.4%
OpenBook InsightIf you had invested £10,000 in IWB 5 years ago, it would have grown to £17,642 — a gain of £7,642.

Annual Returns

Calendar year performance

IWB delivered positive returns in 4 of the last 5 calendar years.
YearIWB
2026 YTD+12.8%
2025+17.4%
2024+25.1%
2023+27.0%
2022-19.7%
CAGR 4yr+10.6%
4/5 positive yearsAvg return: +12.5%Worst year: -19.7% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
12.0%
Low
Momentum
+3.7%
30-day change
Support Level
414.59
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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