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Upturn AI Summary
iShares Russell 1000 ETF(IWB)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IWB
09/23/2026: IWB (3-star) is a STRONG-BUY. BUY for 35 days. Simulated Profits (-0.19%). Updated daily EoD!
IWB is a core U.S. equity ETF that provides broad exposure to the 1,000 largest companies in the U.S. market, offering a slightly more inclusive alternative to the standard S&P 500 funds. Its main strengths include the reliable management of BlackRock, high institutional liquidity, and a low expense ratio. It serves as an excellent foundational building block for most diversified portfolios. Investors should be aware that, as a market-cap weighted fund, it carries concentration risk in the largest holdings and is subject to overall U.S. equity market volatility. It is most appropriate for long-term investors seeking consistent, passive market exposure.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Provides exposure to large-cap companies that constitute the primary engine of U.S. economic growth. |
| Momentum investor | Strong fit while signal remains positive | Captures the performance of the largest, most liquid market leaders that often drive market momentum. |
| Value investor | Mixed fit | Contains a blend of value and growth stocks, meaning it is not a pure play for value-focused investors. |
| Dividend/Income investor | Mixed fit | Provides dividend income as a secondary benefit, though it is not a focused dividend-yield strategy. |
| Low-risk investor | Mixed fit | While diversified, it remains subject to the inherent volatility of the U.S. equity market. |
Investor Profile
Ideal Investor Profile
Investors seeking a simple, low-cost, and liquid way to gain exposure to the U.S. large-cap equity market as a core portfolio holding.
Suitability
Best suited for long-term investors looking for a 'set-and-forget' core component for their diversified equity portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Equity markets fluctuate based on economic data, and the fund carries the full volatility of the large-cap market. |
| Market risk | High | The entire portfolio is susceptible to systemic declines in the U.S. economy or equity markets. |
| Concentration | Medium | While the fund holds 1,000 stocks, market-cap weighting means a significant portion of the fund is concentrated in a few top companies. |
| Tracking/expense | Low | The expense ratio is low, and the fund's sampling strategy is highly effective at minimizing tracking error. |
| Liquidity | Low | High trading volume ensures that liquidity risk is minimal for most investors. |
| Business/sector quality | Low | The index includes a broad range of companies, reducing reliance on the health of any single industry. |
Risk Analysis
Volatility
IWB exhibits volatility consistent with the broad U.S. equity market, typically lower than small-cap or sector-specific ETFs.
Market Risk
The primary risk is a decline in the U.S. equity market, which would negatively impact all constituent stocks simultaneously.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large-Cap Equities (Russell 1000) | 99.5 | Provides broad-based exposure to the 1,000 largest U.S. companies, capturing the majority of the total U.S. equity market capitalization. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | Represents minor liquidity held for daily fund operations and rebalancing activities. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 40.15% | Avg. Invested days 66 | Today’s Advisory Regular Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/23/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 23, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $49.36B |
| Issuer | iShares |
| Expense Ratio | 0.15% |
| Distribution Yield | 0.9% |
| Inception | May 15, 2000 |
Performance
| Period | Total Return |
|---|---|
| YTD | +13.91% |
| 1 Year | +16.94% |
| 3 Year | +22.62% |
| 5 Year | +12.95% |
| 10 Year | +15.11% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 12.8% |
| 3Y Volatility | 13.08% |
| 3Y Sharpe Ratio | 1.16 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Sustainability Rating | 3 / 5 |
| Benchmark | S&P 500 TR USD |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 43.00% |
| Large Cap | 32.00% |
| Mid Cap | 20.08% |
| Small Cap | 4.66% |
| Micro Cap | 0.13% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 37.69% |
| Financial Services | 11.95% |
| Communication Services | 9.53% |
| Healthcare | 9.47% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 20.17x |
| Portfolio P/B | 4.39x |
| Portfolio P/S | 3.12x |
| Holdings Turnover | 5.0% |
Top Holdings
| Holding | Weight |
|---|---|
| NVIDIA | 7.47% |
| Apple | 6.87% |
| Microsoft | 5.17% |
| Amazon | 3.46% |
| Alphabet Class A | 2.86% |
Upturn AI Summary
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.
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