Fund Evaluator:
iShares Russell 1000 ETF (IWB)
Follow This Fund
Equity
Global Asset Class
U.S. Equity
Fund Group
Large Blend
Category
$162.570
NAV (as of Oct 07)
$0.00
Minimum Initial
0.15% B
Expense Ratio
$48,279 Mil
Assets
Open
Status
na
12b-1 Fee
0.92%
TTM Yield
0.00%
Max Load
3%
Portfolio Turnover
Best Performing in Large Blend Over the Last Year
| 49.8% | PRIMECAP Odyssey Growth (POGRX) |
| 48.6% | Vanguard PRIMECAP Core Inv (VPCCX) |
| 45.8% | Vanguard PRIMECAP Adm (VPMAX) |
| 45.7% | Vanguard PRIMECAP Inv (VPMCX) |
| 42.3% | Midas Special Opportunities (MISEX) |
Data as of 7/31/2026
-0.4% D
1-Mo Return
4.2% D
3-Mo Return
9.8% C
YTD Return
18.8% C
1-Yr Return
18.8% C
3-Yr Return
12.0% C
5-Yr Return
0.98 C
Category Risk Index
1.08
Total Risk Index
Fund Details
Fund Family
iShares
Inception Date
5/15/2000
Share Class Type
Equity Investment Style
Large-Cap
Blend
Bond Investment Style
na
Socially Responsible Fund
No
Index Fund
Yes
Benchmark Index
Russell 3000 TR USD: 100%
Additional Fund Details
iShares Russell 1000 ETF Overview
IWB Trailing NAV Total Returns Data as of 7/31/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| IWB Return (NAV) | -0.4% | 4.2% | 18.8% | 18.8% | 12.0% | 14.7% |
| IWB Grade | D | D | C | C | C | B |
| +/- Category | -0.8% | 0.1% | 1.3% | 1.5% | 0.9% | 1.0% |
| Large Blend Avg | 0.4% | 4.1% | 17.5% | 17.3% | 11.1% | 13.7% |
| IWB Tax Cost Ratio | na | na | 0.3% | 0.4% | 0.4% | 0.4% |
IWB Annual NAV Total ReturnsData as of 7/31/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| IWB Return (NAV) | 9.8% | 17.2% | 24.3% | 26.4% | -19.2% | 26.3% | 20.8% | 31.3% | -4.9% | 21.5% | 11.9% |
| IWB Grade | C | B | B | B | D | D | B | B | C | C | C |
| +/- Category | 0.5% | 1.4% | 2.3% | 2.7% | -2.0% | -0.3% | 3.3% | 1.4% | 1.0% | 0.2% | 1.7% |
| Large Blend Avg | 9.3% | 15.8% | 22.1% | 23.7% | -17.3% | 26.5% | 17.5% | 29.8% | -5.9% | 21.3% | 10.2% |
| Risk Measures | |
| Standard Deviation: | 13.2% |
| Total Risk Index: | 1.08 - Average |
| Category Risk Index: | 0.98 - Average |
| Category Risk Grade: | C (46% Rank) |
| Beta: | 1.01 |
| R-Squared: | 100% |
| Leveraged Fund: | No |
| Inverse Fund: | No |
| Portfolio Characteristics | |
| Equity Investment Style: | Large-Cap Blend |
| Bond Investment Style: | na |
| Yield: | 0.9% |
| Dividend Distribution: | Quarterly |
| Cap Gains Distribution: | Annually |
| Total Assets: | $48279 Mil |
| Fund Total Assets: | $48,279 Mil |
| Share Class Type: | |
| Portfolio Turnover: | 3% |
Management Team
| Number of Managers: 4 | |||
| Longest Tenure: 14.0 years | |||
| Average Tenure: 4.5 years | |||
| Managers (Year): Hsui Jennifer (2012), Sietsema Peter (2025), Waldron Matt (2025), White Steven (2025) | |||
Portfolio Composition (as of 7/31/26)
| # of Holdings: | 1028 |
| % in Top 10 Holdings: | 34.6% |
| Fund is Non-Diversified: | Yes |
| % in Foreign Issues: | 0.7% |
Portfolio Allocation |
|
| Domestic Stock: | 99.3% |
| Foreign Stock: | 0.7% |
| Preferred Stock: | 0.0% |
| Domestic Bond: | 0.0% |
| Foreign Bond: | 0.0% |
| Convertible Bond: | 0.0% |
| Other: | 0.0% |
| Cash: | 0.1% |
Purchase Information
| Fund Family: | iShares |
| Phone Number: | 800-474-2737 |
| Website: | au.ishares.com |
| Status: | Open |
| Inception Date: | May 15, 2000 |
| Min. Initial Purchase: | $ 0 |
| Min. Initial IRA Purchase: | $ 0 |
| True No-Load: | Yes |
| Front Load Maximum: | 0.00% |
| Deferred Charge Maximum: | 0.00% |
| Redemption Charge Maximum: | 0.00% |
| 12b-1 Fee: | na |
Expenses and Fees | |
| Expense Ratio (%): | 0.15% ( Rating : Low ) |
| Category Average Expense Ratio (%): | 0.81% |
| Share Class: | iShares Russell 1000 ETF |
| Min. Subsequent Purchase: | $ 0 |
| Min. Subsequent IRA Purchase: | $ 0 |
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