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IWB - ETF AI Analysis
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iShares Russell 1000 ETF (IWB)
Rating:75Outperform
Price Target:
$414.00
Positive Factors
Strong Top Holdings
Several major positions, including Nvidia, Microsoft, and Broadcom, have delivered strong year-to-date performance, driving the fund’s returns.
Sector Diversification
The ETF is spread across multiple sectors like technology, financials, and health care, reducing reliance on any single industry.
Low Expense Ratio
With a low expense ratio of 0.15%, this ETF is cost-efficient compared to many other funds.
Negative Factors
High Technology Exposure
Over one-third of the portfolio is concentrated in the technology sector, making the fund vulnerable to downturns in tech stocks.
Geographic Concentration
The ETF is heavily focused on U.S. companies, offering limited exposure to international markets.
Underperforming Holdings
Some top holdings, like Apple and Amazon, have shown weaker year-to-date performance compared to other positions in the portfolio.
IWB vs. SPDR S&P 500 ETF (SPY)
AUM45.45B
RegionNorth America
Expense Ratio0.15%
Beta1.00
IssueriShares
Inception DateMay 15, 2000
Dividend Yield0.97%
Asset ClassEquity
Index TrackedRussell 1000
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume880,138
30 Day Avg. Volume892,109
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
437.19Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering1013
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IWB Summary
The iShares Russell 1000 ETF (Ticker: IWB) is an investment fund that tracks the Russell 1000 Index, which includes the largest 1,000 companies in the U.S., covering about 92% of the total U.S. stock market. It focuses on large, well-established companies across various industries, such as technology, healthcare, and finance. Some of its top holdings include well-known companies like Microsoft and Apple. This ETF is a great option for investors looking for diversification and potential long-term growth by investing in a wide range of big, stable companies. However, since it tracks the overall market, its value can go up and down with market trends, so it’s important to be prepared for fluctuations.
How much will it cost me?The iShares Russell 1000 ETF (Ticker: IWB) has an expense ratio of 0.15%, which means you’ll pay $1.50 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund that tracks the Russell 1000 Index, keeping costs down.
What would affect this ETF?The iShares Russell 1000 ETF could benefit from growth in the technology sector, which makes up a significant portion of its holdings, especially if innovation and demand for tech products continue to rise. However, economic challenges like higher interest rates or regulatory changes targeting large-cap companies could negatively impact its top holdings, such as Nvidia, Microsoft, and Apple, and broader market performance. The ETF’s focus on U.S. equities also makes it sensitive to domestic economic conditions and policy shifts.
IWB Top 10 Holdings
The iShares Russell 1000 ETF leans heavily into U.S. large-cap stocks, with a clear tilt toward technology, which makes up over a third of its portfolio. Nvidia and Microsoft are driving performance, riding the wave of AI innovation and cloud growth, while Alphabet’s strong momentum adds further fuel to the fund’s gains. However, Amazon and Meta have been more mixed, with Amazon facing challenges in its AWS margins and Meta grappling with regulatory hurdles. The fund’s tech-heavy positioning means its fortunes are closely tied to the sector’s ups and downs, making it a bet on innovation but with some volatility baked in.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.20% | $3.27B | $4.71T | 32.49% | 85 Outperform | |
| Apple | 6.33% | $2.88B | $4.04T | 21.48% | 80 Outperform | |
| Microsoft | 6.02% | $2.74B | $3.80T | 20.21% | 82 Outperform | |
| Amazon | 3.72% | $1.69B | $2.61T | 14.06% | 76 Outperform | |
| Alphabet Class A | 2.65% | $1.20B | $3.46T | 60.28% | 80 Outperform | |
| Broadcom | 2.60% | $1.18B | $1.68T | 104.64% | 76 Outperform | |
| Alphabet Class C | 2.16% | $981.97M | $3.46T | 59.25% | 86 Outperform | |
| Meta Platforms | 2.11% | $959.79M | $1.54T | 5.00% | 71 Outperform | |
| Tesla | 1.92% | $874.26M | $1.43T | 30.39% | 73 Outperform | |
| Berkshire Hathaway B | 1.47% | $668.86M | $1.09T | 7.33% | 66 Neutral |
IWB Technical Analysis
Neutral
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Price Trends
366.43
Positive
356.48
Positive
335.39
Positive
Market Momentum
1.57
Positive
47.81
Neutral
74.61
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IWB, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 371.09, equal to the 50-day MA of 366.43, and equal to the 200-day MA of 335.39, indicating a neutral trend. The MACD of 1.57 indicates Positive momentum. The RSI at 47.81 is Neutral, neither overbought nor oversold. The STOCH value of 74.61 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for IWB.
IWB Peer Comparison
Comparison Results
Performance Comparison
IWB
iShares Russell 1000 ETF
368.04
44.95
13.91%
VOO
Vanguard S&P 500 ETF
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IVV
iShares Core S&P 500 ETF
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SPY
SPDR S&P 500 ETF Trust
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QQQ
Invesco QQQ Trust
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VONE
Vanguard Russell 1000 ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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