iShares Russell 1000 ETF | IWB

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Performance History30/11/2024
Growth of 1,000 (GBP) Advanced Graph
iShares Russell 1000 ETF
          | 
          IWB
Fund17.027.5-9.019.328.3
+/-Cat4.80.3-2.53.92.4
+/-B’mrk2.3-2.4-1.20.1-0.1
 
Key Stats
Closing Price
10/12/2024
 USD 332.37
Day Change 0.11%
Morningstar Category™ Large Blend
Volume 1286931
Exchange NYSE ARCA
ISIN US4642876225
Fund Size (Mil)
-
 -
Share Class Size (Mil)
10/12/2024
 USD 39596.43
Ongoing Charge
-
  -%
*  This rating and report were issued for a different share class of this fund. The performance and fee structure of this class may vary from that referenced.
Investment Objective: iShares Russell 1000 ETF | IWB
The investment seeks to track the investment results of the Russell 1000® Index, which measures the performance of large- and mid- capitalization sectors of the U.S. equity market. The fund generally will invest at least 80% of its assets in the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
Returns
Trailing Returns (GBP)10/12/2024
YTD27.95
3 Years Annualised11.12
5 Years Annualised16.25
10 Years Annualised15.64
12 Month Yield 1.10
Management
Manager Name
Start Date
Greg Savage
01/01/2008
Jennifer Hsui
01/08/2012
Click here to see others
Inception Date
15/05/2000
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
Russell 1000 TR USDS&P 500 TR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthNot Specific
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  iShares Russell 1000 ETF | IWB06/12/2024
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.710.0099.71
Bond0.000.000.00
Property0.000.000.00
Cash0.300.000.30
Other0.000.000.00
Top 5 Regions%
United States99.42
Europe - ex Euro0.26
United Kingdom0.13
Latin America0.09
Eurozone0.05
Top 5 Sectors%
Technology31.94
Financial Services13.52
Consumer Cyclical11.51
Healthcare10.15
Communication Services8.99
Top 5 HoldingsSector%
Apple IncTechnologyTechnology6.26
NVIDIA CorpTechnologyTechnology5.91
Microsoft CorpTechnologyTechnology5.85
Amazon.com IncConsumer CyclicalConsumer Cyclical3.74
Meta Platforms Inc Class ACommunication ServicesCommunication Services2.42
iShares Russell 1000 ETF | IWB

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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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