IWB - ETF AI Analysis
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iShares Russell 1000 ETF (IWB)
IWB, the iShares Russell 1000 ETF, earns a solid overall rating thanks to its heavy exposure to high-quality tech leaders like Apple, Microsoft, and Alphabet, which all show strong financial performance, growth in areas like cloud and AI, and generally supportive technical trends. These strengths are partly offset by holdings such as Amazon, Meta, Tesla, and Broadcom, where high valuations, mixed technical signals, and issues like cash flow management or regulatory and growth risks introduce more uncertainty. The main risk factor is the fund’s concentration in large U.S. technology and AI-related companies, which can make performance more sensitive to shifts in that sector.
IWB vs. SPDR S&P 500 ETF (SPY)
- AUM
- 48.62B
- Region
- North America
- Expense Ratio
- 0.15%
- Beta
- 1.00
- Issuer
- iShares
- Inception Date
- May 15, 2000
- Dividend Yield
- 0.92%
- Asset Class
- Equity
- Index Tracked
- Russell 1000
IWB Summary
The iShares Russell 1000 ETF (IWB) follows the Russell 1000 Index, which covers the 1,000 largest U.S. companies and represents most of the U.S. stock market. It holds many well-known names such as Apple and Microsoft, along with hundreds of other large businesses 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 can rise or fall with the overall U.S. stock market, especially large tech stocks.
How much will it cost me?
This ETF has an expense ratio of 0.15%, which means you’ll pay about $1.50 per year for every $1,000 invested. That’s lower than the average stock ETF because it’s a passively managed fund that simply tracks the Russell 1000 Index instead of paying managers to pick individual stocks.
What would affect this ETF?
Because IWB is heavily invested in large U.S. technology and communication companies like Nvidia, Apple, Microsoft, and Alphabet, it could benefit from continued growth in innovation, strong corporate earnings, and a stable U.S. economy. On the other hand, higher interest rates, tighter regulations on big tech or financial firms, or a broad U.S. market downturn could hurt these sectors and weigh on the ETF’s overall performance.
IWB Top 10 Holdings
IWB is riding a powerful Big Tech and AI wave, with Nvidia, Apple, and Microsoft doing much of the heavy lifting. Nvidia and Apple have been rising steadily, helping anchor returns, while Microsoft’s longer-term strength in cloud and AI keeps it a quiet engine under the hood despite some mixed recent moves. Meta has surged lately, adding extra fuel, but Amazon and Tesla are losing steam and have been dragging on performance. With a clear tilt toward U.S. mega-cap tech and semiconductors, the fund is firmly tied to America’s digital growth story.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 AAPL | Apple | 7.17% | $3.47B | $5.07T | 33.96% | 79Outperform |
 NVDA | Nvidia | 7.01% | $3.39B | $5.08T | 15.81% | 76Outperform |
 MSFT | Microsoft | 5.55% | $2.69B | $3.90T | 0.76% | 79Outperform |
 AMZN | Amazon | 3.43% | $1.66B | $2.68T | 12.17% | 71Outperform |
 GOOGL | Alphabet Class A | 2.66% | $1.29B | $3.90T | 26.53% | 85Outperform |
 GOOG | Alphabet Class C | 2.15% | $1.04B | $3.90T | 25.05% | 82Outperform |
 AVGO | Broadcom | 2.13% | $1.03B | $1.54T | -6.57% | 76Outperform |
 META | Meta Platforms | 2.01% | $973.68M | $1.64T | -12.45% | 76Outperform |
 TSLA | Tesla | 1.55% | $749.51M | $1.47T | -17.10% | 73Outperform |
 LLY | Eli Lilly & Co | 1.45% | $700.80M | $1.20T | 55.10% | 72Outperform |
IWB Technical Analysis
Price Trends
Market Momentum
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 415.35 is below the 20-day moving average (MA) of 420.49, below the 50-day MA of 419.25, and above the 200-day MA of 396.32, indicating a neutral trend. The MACD of -0.14 indicates Positive momentum. The RSI at 42.99 is Neutral, neither overbought nor oversold. The STOCH value of 31.86 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
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| IWB | $415.35 | $469.00(12.92% Upside) | $48.62B | 0.15% | 73Outperform |
 VOO | $698.58 | $861.80(23.36% Upside) | $1.05T | 0.03% | 74Outperform |
 IVV | $763.25 | $926.27(21.36% Upside) | $878.08B | 0.03% | 74Outperform |
 SPY | $759.97 | $922.24(21.35% Upside) | $812.12B | 0.09% | 74Outperform |
 QQQ | $704.40 | $905.02(28.48% Upside) | $475.88B | 0.18% | 73Outperform |
 VONE | $343.44 | $424.91(23.72% Upside) | $9.28B | 0.06% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| IWB | iShares Russell 1000 ETF | 415.35 | 42.49 | 11.40% | |
| VOO | Vanguard S&P 500 ETF | 698.58 | 74.08 | 11.86% | |
| IVV | iShares Core S&P 500 ETF | 763.25 | 80.98 | 11.87% | |
| SPY | SPDR S&P 500 ETF Trust | 759.97 | 80.24 | 11.81% | |
| QQQ | Invesco QQQ Trust | 704.40 | 74.44 | 11.82% | |
| VONE | Vanguard Russell 1000 ETF | 343.44 | 35.30 | 11.46% |
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.