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Upturn AI SWOT - About
iShares Russell 1000 ETF (IWB)
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Upturn Advisory Summary
08/29/2025: IWB (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 41.82% | Avg. Invested days 72 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.02 | 52 Weeks Range 263.49 - 338.78 | Updated Date 06/29/2025 |
52 Weeks Range 263.49 - 338.78 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Russell 1000 ETF
ETF Overview
Overview
The iShares Russell 1000 ETF (IWB) seeks to track the investment results of the Russell 1000 Index, which represents the large-cap segment of the U.S. equity market. It offers broad exposure to the U.S. equity market and serves as a core building block for diversified portfolios.
Reputation and Reliability
iShares is a well-established and reputable ETF issuer, known for its wide range of investment products and strong track record.
Management Expertise
BlackRock, the parent company of iShares, has extensive experience and expertise in managing ETFs and passive investment strategies.
Investment Objective
Goal
To track the investment results of the Russell 1000 Index, providing exposure to the large-cap segment of the U.S. equity market.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, aiming to replicate the composition and weighting of the Russell 1000 Index.
Composition The ETF holds stocks of approximately 1000 of the largest U.S. companies, weighted by market capitalization.
Market Position
Market Share: IWB has a significant market share within the broad U.S. equity ETF category.
Total Net Assets (AUM): 53780000000
Competitors
Key Competitors
- Vanguard Total Stock Market ETF (VTI)
- SPDR S&P 500 ETF Trust (SPY)
- Invesco QQQ Trust (QQQ)
Competitive Landscape
The ETF industry for broad market exposure is highly competitive. IWB's advantage lies in its tracking of the Russell 1000 Index, which provides a more complete representation of the U.S. large-cap market compared to the S&P 500. However, it faces competition from ETFs with lower expense ratios and higher trading volumes.
Financial Performance
Historical Performance: Historical performance data is available through various financial websites. Note: data is not returned in this JSON.
Benchmark Comparison: The ETF's performance closely tracks the Russell 1000 Index, with minor deviations due to expenses and tracking error.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
IWB generally has high trading volume, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread for IWB is typically tight, reflecting its high liquidity.
Market Dynamics
Market Environment Factors
IWB's performance is influenced by macroeconomic factors, interest rates, and overall investor sentiment towards the U.S. equity market.
Growth Trajectory
The ETF's growth is correlated with the overall performance of the U.S. large-cap equity market. Growth trajectory follows the market trends and sectorial changes in the Russell 1000 index constituents.
Moat and Competitive Advantages
Competitive Edge
IWB's primary competitive advantage is its tracking of the Russell 1000 Index, offering broader exposure to the U.S. large-cap market than the S&P 500. Its low expense ratio and high liquidity make it an attractive option for investors. The strong reputation and reliability of the issuer, iShares, also contribute to its competitive edge. Investors seeking complete large-cap exposure may find IWB more suitable than S&P 500-focused ETFs.
Risk Analysis
Volatility
IWB's volatility is generally in line with the broader U.S. equity market.
Market Risk
The ETF is subject to market risk, meaning its value can fluctuate based on overall market conditions and the performance of its underlying holdings.
Investor Profile
Ideal Investor Profile
The ideal investor for IWB is a long-term investor seeking broad exposure to the U.S. large-cap equity market. It's suitable for both individual investors and institutions.
Market Risk
IWB is best suited for long-term investors and passive index followers looking for core equity exposure.
Summary
The iShares Russell 1000 ETF (IWB) offers broad exposure to the U.S. large-cap equity market by tracking the Russell 1000 Index. Its low expense ratio and high liquidity make it an attractive option for long-term investors and passive index followers. The ETF's performance is closely tied to the overall performance of the U.S. equity market, and it's subject to market risk. IWB is a solid choice for investors seeking a core building block for a diversified portfolio, and prefer broad market exposure.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar.com
- ETFdb.com
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Investors should consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Russell 1000 ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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.
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