IWB - ETF AI Analysis
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iShares Russell 1000 ETF (IWB)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and over the past month, indicating positive recent momentum.
Leading Growth Companies in Top Holdings
Several of the largest positions, including major technology and internet companies, have delivered strong year-to-date results that support the fund’s overall performance.
Low Expense Ratio for a Broad Market Fund
The fund’s relatively low fee means more of the market’s return is kept by investors over time.
Negative Factors
Heavy Tilt Toward Technology
With a large share of assets in the technology sector, the fund is more sensitive to downturns in tech stocks.
High Concentration in a Few Mega-Cap Stocks
A small group of very large companies makes up a significant portion of the portfolio, increasing the impact if any of them perform poorly.
Limited International Diversification
Because the ETF is almost entirely invested in U.S. companies, it offers little exposure to markets outside the United States.
IWB vs. SPDR S&P 500 ETF (SPY)
AUM48.75B
RegionNorth America
Expense Ratio0.15%
Beta1.00
IssueriShares
Inception DateMay 15, 2000
Dividend Yield0.91%
Asset ClassEquity
Index TrackedRussell 1000
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume718,662
30 Day Avg. Volume1,425,755
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
480.21Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering1000
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IWB Summary
The iShares Russell 1000 ETF (IWB) follows the Russell 1000 Index, which includes the 1,000 largest U.S. companies and covers most of the U.S. stock market. It holds many well-known names such as Apple and Nvidia, 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 long-term growth potential. A key risk is that it is heavily invested in large U.S. stocks, especially tech, so its value can rise and fall significantly 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
This ETF is riding a Big Tech wave, with Nvidia, Apple, and Amazon doing most of the heavy lifting as their shares keep climbing on the back of AI, cloud, and consumer strength. Alphabet’s twin share classes add even more tech fuel, underscoring a clear tilt toward U.S. mega-cap technology and communication names. On the flip side, Microsoft looks a bit unsteady and Meta has been losing steam, acting as mild brakes on performance. With all major holdings rooted in the U.S., this is very much an American large-cap growth story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.67% | $3.63B | $5.11T | 56.25% | 76 Outperform | |
| Apple | 6.30% | $2.99B | $4.58T | 55.37% | 79 Outperform | |
| Microsoft | 4.49% | $2.13B | $3.34T | -2.20% | 79 Outperform | |
| Amazon | 3.78% | $1.79B | $2.91T | 32.01% | 71 Outperform | |
| Alphabet Class A | 3.34% | $1.58B | $4.59T | 121.46% | 85 Outperform | |
| Broadcom | 2.87% | $1.36B | $2.12T | 84.56% | 76 Outperform | |
| Alphabet Class C | 2.70% | $1.28B | $4.59T | 117.78% | 82 Outperform | |
| Meta Platforms | 1.95% | $925.76M | $1.61T | -2.31% | 76 Outperform | |
| Tesla | 1.81% | $859.98M | $1.64T | 25.78% | 73 Outperform | |
| Berkshire Hathaway B | 1.33% | $628.94M | $1.02T | -5.85% | 66 Neutral |
IWB Technical Analysis
Positive
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Price Trends
384.77
Positive
379.76
Positive
372.03
Positive
Market Momentum
6.67
Negative
73.73
Negative
94.76
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IWB, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 403.27, equal to the 50-day MA of 384.77, and equal to the 200-day MA of 372.03, indicating a bullish trend. The MACD of 6.67 indicates Negative momentum. The RSI at 73.73 is Negative, neither overbought nor oversold. The STOCH value of 94.76 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IWB.
IWB Peer Comparison
Comparison Results
Performance Comparison
IWB
iShares Russell 1000 ETF
412.91
90.97
28.26%
VOO
Vanguard S&P 500 ETF
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―
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IVV
iShares Core S&P 500 ETF
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―
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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.
DisclaimerThis 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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