IWB - ETF AI Analysis
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iShares Russell 1000 ETF (IWB)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year and over the past few months, showing positive momentum.
Leading Technology Holdings
Several major technology names in the top holdings, such as Nvidia, Apple, Broadcom, Alphabet, and Micron, have shown strong performance, helping drive the fund’s returns.
Low Expense Ratio
The fund’s relatively low expense ratio means investors keep more of the returns compared with many higher-cost funds.
Negative Factors
Heavy Tilt Toward Technology
A large share of the portfolio is in the technology sector, which can increase the fund’s sensitivity to swings in tech stocks.
High U.S. Concentration
Almost all of the ETF’s assets are invested in U.S. companies, offering very limited diversification across other countries.
Concentration in a Few Mega-Cap Stocks
The top holdings, including Nvidia, Apple, Microsoft, Amazon, and Alphabet, make up a significant portion of the fund, so weakness in any of these large companies could weigh heavily on overall performance.
IWB vs. SPDR S&P 500 ETF (SPY)
AUM49.00B
RegionNorth America
Expense Ratio0.15%
Beta1.00
IssueriShares
Inception DateMay 15, 2000
Dividend Yield0.89%
Asset ClassEquity
Index TrackedRussell 1000
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume400,238
30 Day Avg. Volume556,533
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
507.45Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering1015
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IWB Summary
IWB is the iShares Russell 1000 ETF, which follows the Russell 1000 Index, a broad group of the 1,000 largest U.S. companies. It includes many well-known names like Apple and Nvidia, along with firms from technology, finance, health care, and more, giving you instant diversification across most of the U.S. stock market. Someone might invest in IWB to seek long-term growth while spreading risk across many large, established companies instead of picking individual stocks. A key risk is that the ETF can rise or fall with the overall U.S. stock market, especially large tech companies.
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 powered by a heavy dose of Big Tech, with Microsoft and Nvidia doing much of the lifting thanks to rising momentum in cloud and AI. Amazon and Alphabet are more of a mixed bag, helping over the long run but wobbling lately as investors digest rich valuations and shifting growth expectations. Apple and Broadcom have lost a bit of steam, acting as mild brakes on performance rather than full-on drags. With all major holdings rooted in U.S. markets and tilted toward technology, the fund’s story is very much a bet on America’s digital backbone.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.13% | $3.49B | $5.24T | 24.90% | 76 Outperform | |
| Apple | 6.50% | $3.18B | $4.67T | 37.72% | 79 Outperform | |
| Microsoft | 5.36% | $2.62B | $3.81T | 1.35% | 79 Outperform | |
| Amazon | 3.63% | $1.78B | $2.87T | 16.34% | 71 Outperform | |
| Alphabet Class A | 2.84% | $1.39B | $4.22T | 62.79% | 85 Outperform | |
| Broadcom | 2.41% | $1.18B | $1.75T | 24.01% | 76 Outperform | |
| Alphabet Class C | 2.29% | $1.12B | $4.22T | 60.58% | 82 Outperform | |
| Meta Platforms | 1.79% | $873.88M | $1.47T | -21.75% | 76 Outperform | |
| Micron | 1.48% | $723.25M | $1.05T | 683.85% | 79 Outperform | |
| Tesla | 1.43% | $700.71M | $1.38T | 4.46% | 73 Outperform |
IWB Technical Analysis
Positive
―
Price Trends
414.01
Positive
406.85
Positive
388.52
Positive
Market Momentum
1.64
Positive
58.14
Neutral
43.38
Neutral
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 421.25, equal to the 50-day MA of 414.01, and equal to the 200-day MA of 388.52, indicating a bullish trend. The MACD of 1.64 indicates Positive momentum. The RSI at 58.14 is Neutral, neither overbought nor oversold. The STOCH value of 43.38 is Neutral, 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
421.50
69.02
19.58%
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
―
―
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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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