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IWB:NYSE Arca

iShares Russell 1000 ETF – IWB ETF Overview

Last PriceToday's Change52-Week RangeTrading Volume
109.630.78 (+0.72%)97.30 - 113.20990.6 thousand (Below Avg)

Market data as of 3:59PM 10/24/14. Quotes are delayed by at least 15 min.

Overview - IWB

The investment seeks to track the investment results of an index composed of large- and mid-capitalization U.S. equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell 1000® Index (the "underlying index"), which measures the performance of large- and mid-capitalization sectors of the U.S. equity market.

Open109.04
Previous Close108.85
Day's Range108.58 - 109.67
Avg Volume (10 Day)1.1M
Total Assets$9.85B
Expense Ratio0.15%
Yield (Trailing 12 Mo.)1.70%
Fund Inception05/15/2000

Trailing Total Returns - IWB

as of 09/30/2014
TimeframeIWBS&P 500Large Blend
1 Month-1.76%-1.40%-1.69%
3 Month0.62%1.13%0.41%
Year-to-Date7.85%8.34%6.89%
1 Year18.85%19.73%17.13%
3 Year23.06%22.99%21.78%
5 Year15.74%15.70%14.83%
10 Year8.34%8.11%8.31%
Since Inception4.33%10.63%--

Stock Sector Allocation - IWB

as of 09/30/2014
Basic Materials
 
3.56%
Consumer Cyclical
 
11.10%
Financial Services
 
14.46%
Real Estate
 
2.99%
Consumer Defensive
 
8.77%
Healthcare
 
13.89%
Utilities
 
2.98%
Communication Services
 
3.83%
Energy
 
9.20%
Industrials
 
11.78%
Technology
 
17.44%

Top Ten Holdings - IWB

as of 09/30/2014
CompanyYTD Return% of Assets
AAPL25.47%3.01%
XOM-6.25%2.00%
MSFT24.94%1.90%
JNJ16.13%1.49%
GE-7.88%1.27%
BRK.B15.23%1.25%
WFC15.11%1.23%
JPM4.19%1.13%
CVX-3.30%1.12%
PG4.45%1.12%

Valuation & Growth - IWB

as of 09/30/2014
ValuationIWBCategory Range
Price/Earnings18.64
Price/Book2.62
Price/Sales1.69
Price/Cash Flow11.35
Dividend Yield2.18
LT Earnings10.16
Historical Earnings12.58
Sales Growth3.31
Cash-Flow Growth6.07
Book-Value Growth6.8
Key:  Lo 
 Hi

Morningstar Summary - IWB, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Overall
RiskAvg
ReturnAbove Avg
Key:  Lo 
 Hi

Risk Analysis - IWB, 3 Year

Beta1.02
Standard Deviation10.77
Alpha-0.29
Sharpe Ratio1.99
Mean23.73
R-Squared99.61

Tax Analysis - IWB, 3 Year Avg

Pretax Return23.06%
Tax-adjusted Return22.52%
Tax Cost Ratio0.43%
Potential Cap Gains16.03%

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