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IWB - ETF AI Analysis
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iShares Russell 1000 ETF (IWB)
Rating:73Outperform
Price Target:―
Positive Factors
Broad U.S. Market Exposure
The fund holds a wide range of large and mid-sized U.S. companies, giving investors broad exposure to the overall U.S. stock market.
Strong Technology and Communication Presence
A significant portion of the ETF is invested in technology and communication services, areas that include several well-known growth leaders like Alphabet and Amazon that have shown steady to strong recent performance.
Low Expense Ratio
The ETF charges a relatively low fee, which helps investors keep more of their returns over time.
Negative Factors
Weak Recent Performance
The ETF’s returns over the past month and year-to-date have been slightly negative, reflecting recent market softness in many of its largest holdings.
Heavy Concentration in a Few Mega-Cap Stocks
A small group of large technology and growth companies, several of which have recently shown weak performance, make up a sizable share of the portfolio and increase stock-specific risk.
Limited International Diversification
With almost all assets invested in U.S. companies, the fund offers very little geographic diversification outside the United States.
IWB vs. SPDR S&P 500 ETF (SPY)
AUM46.04B
RegionNorth America
Expense Ratio0.15%
Beta1.00
IssueriShares
Inception DateMay 15, 2000
Dividend Yield1%
Asset ClassEquity
Index TrackedRussell 1000
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,239,685
30 Day Avg. Volume1,362,829
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
446.34Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering1003
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IWB Summary
The iShares Russell 1000 ETF (IWB) follows the Russell 1000 Index, which tracks the 1,000 largest U.S. companies and covers most of the U.S. stock market. It holds many well-known names like Apple and Microsoft, along with hundreds of other large firms across technology, finance, health care, and more. Someone might invest in IWB to get broad, one-stop diversification in big U.S. companies with potential for long-term growth. A key risk is that it is heavily influenced by large tech stocks and can go up and down with the overall stock market.
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
IWB is riding on the shoulders of Big Tech, with Nvidia, Apple, Microsoft, Amazon, and Alphabet doing most of the heavy lifting in this all‑U.S. large-cap lineup. Recently, the story has been mixed: Alphabet and Amazon are rising and helping to prop up returns, while Apple, Microsoft, and Nvidia have been losing a bit of steam, keeping overall momentum in check. With such a heavy tilt toward U.S. technology and internet giants, the fund’s fortunes are closely tied to whether these mega-cap growth names stay in favor.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 6.81% | $3.14B | $4.44T | 32.69% | 76 Outperform | |
| Apple | 5.94% | $2.74B | $3.76T | 4.63% | 79 Outperform | |
| Microsoft | 4.74% | $2.18B | $2.98T | -2.03% | 79 Outperform | |
| Amazon | 3.04% | $1.40B | $2.13T | -11.25% | 71 Outperform | |
| Alphabet Class A | 2.83% | $1.30B | $3.70T | 66.36% | 85 Outperform | |
| Broadcom | 2.39% | $1.10B | $1.54T | 42.29% | 76 Outperform | |
| Alphabet Class C | 2.31% | $1.06B | $3.70T | 64.70% | 82 Outperform | |
| Meta Platforms | 2.22% | $1.03B | $1.62T | -10.69% | 76 Outperform | |
| Tesla | 1.88% | $864.44M | $1.57T | 17.88% | 73 Outperform | |
| Berkshire Hathaway B | 1.46% | $673.50M | $1.08T | 3.05% | 66 Neutral |
IWB Technical Analysis
Neutral
―
Price Trends
376.46
Negative
371.76
Positive
354.94
Positive
Market Momentum
-0.37
Positive
45.37
Neutral
30.38
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 377.42, equal to the 50-day MA of 376.46, and equal to the 200-day MA of 354.94, indicating a neutral trend. The MACD of -0.37 indicates Positive momentum. The RSI at 45.37 is Neutral, neither overbought nor oversold. The STOCH value of 30.38 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
374.31
40.41
12.10%
VOO
Vanguard S&P 500 ETF
―
―
―
IVV
iShares Core S&P 500 ETF
―
―
―
SPY
SPDR S&P 500 ETF Trust
―
―
―
QQQ
Invesco QQQ Trust
―
―
―
VONE
Vanguard Russell 1000 ETF
―
―
―
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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