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IWV:NYSE Arca

iShares Russell 3000 Index Fund – IWV ETF Overview

Last PriceToday's Change52-Week RangeTrading Volume
99.280.00 (0.00%)74.95 - 99.280.0

Market data as of 4:00PM 05/17/13. Quotes are delayed by at least 15 min.

Overview - IWV

The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Russell 3000 Index (the "underlying index"). 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. The underlying index measures the performance of the broad U.S. equity market. As of March 31, 2012, the underlying index included issuers representing approximately 98% of the total market capitalization of all publicly-traded U.S.-domiciled equity securities.

Today | 1 Week | 1 Month | 3 Month | 1 Year

Open--
Previous Close99.28
Day's Range-- - --
Avg Volume (10 Day)155.6K
Total Assets$4.15B
Expense Ratio0.20%
Yield (Trailing 12 Mo.)1.82%
Fund Inception05/22/2000

Trailing Total Returns - IWV

as of 04/30/2013
TimeframeIWVS&P 500Large Blend
1 Month1.63%1.93%1.74%
3 Month6.98%7.18%6.54%
Year-to-Date12.81%12.74%12.60%
1 Year17.00%16.89%16.32%
3 Year12.60%12.80%12.21%
5 Year5.50%5.21%5.38%
10 Year8.33%7.88%8.27%
Since Inception3.41%10.38%--

Stock Sector Allocation - IWV

as of 04/30/2013
Basic Materials
 
3.56%
Consumer Cyclical
 
12.30%
Financial Services
 
14.15%
Real Estate
 
3.70%
Consumer Defensive
 
9.53%
Healthcare
 
12.23%
Utilities
 
3.55%
Communication Services
 
4.01%
Energy
 
9.57%
Industrials
 
11.16%
Technology
 
16.25%

Top Ten Holdings - IWV

as of 04/30/2013
CompanyYTD Return% of Assets
XOM1.77%2.36%
AAPL-16.96%2.35%
MSFT23.36%1.41%
CVX12.05%1.36%
GE6.43%1.34%
JNJ21.03%1.33%
IBM4.66%1.25%
PFE16.19%1.23%
GOOG15.98%1.21%
PG15.12%1.19%

Valuation & Growth - IWV

as of 04/30/2013
ValuationIWVCategory Range
Price/Earnings17.02
Price/Book2.30
Price/Sales1.41
Price/Cash Flow9.92
Dividend Yield2.14
LT Earnings9.18
Historical Earnings15.94
Sales Growth3.93
Cash-Flow Growth6.52
Book-Value Growth6.27
Key:  Lo 
 Hi

Morningstar Summary - IWV, 3 Year

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

Risk Analysis - IWV, 3 Year

Beta1.04
Standard Deviation15.61
Alpha-0.60
Sharpe Ratio0.83
Mean13.89
R-Squared99.66

Tax Analysis - IWV, 3 Year Avg

Pretax Return12.60%
Tax-adjusted Return12.18%
Tax Cost Ratio0.37%
Potential Cap Gains5.46%

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