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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
11/13/2026: IWB (3-star) is currently NOT-A-BUY. Pass it for now.
The iShares Russell 1000 ETF (IWB) offers broad exposure to 1,000 of the largest U.S. publicly traded companies, tracking the Russell 1000 Index. It provides excellent diversification and liquidity, backed by BlackRock’s reputable management, making it an efficient core holding for long-term investors. While it offers wider coverage than S&P 500-focused ETFs, it is subject to broad market volatility and concentration risks in mega-cap stocks. Investors should monitor market valuations and economic conditions, as IWB acts as a proxy for the overall U.S. equity market performance.
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 | IWB captures the growth of the largest and most innovative U.S. companies. |
| Momentum investor | Strong fit while signal remains positive | It provides exposure to market-leading stocks that typically drive positive momentum trends. |
| Value investor | Mixed fit | As a market-cap weighted fund, it includes value stocks but is not specifically optimized for value metrics. |
| Dividend/Income investor | Mixed fit | While many holdings pay dividends, the fund focuses on total return rather than yield maximization. |
| Low-risk investor | Mixed fit | Large-cap equities are generally more stable than small-caps, but they are still subject to significant market volatility. |
Investor Profile
Ideal Investor Profile
Long-term investors seeking low-cost, broad exposure to the U.S. large-cap market.
Suitability
Best for passive index followers and long-term investors looking for a core holding.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Equity markets can experience sharp fluctuations based on economic news and investor sentiment. |
| Market risk | High | The fund is fully exposed to systematic risks affecting the entire U.S. stock market. |
| Concentration | Medium | The portfolio is market-cap weighted, leading to significant concentration in the largest tech-heavy companies. |
| Tracking/expense | Low | The fund has a low expense ratio and minimal tracking error against its index. |
| Liquidity | Low | High trading volumes ensure that liquidity risk is minimal for most investors. |
| Business/sector quality | Low | The index consists of established companies with diverse revenue streams across various sectors. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
IWB exhibits standard volatility associated with the U.S. large-cap equity market.
Market Risk
The fund is vulnerable to broad systemic risks, including economic cycles, interest rate changes, and political developments.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | United States Equities | 99.5 | The fund provides comprehensive exposure to the largest U.S. publicly traded companies. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | Minor cash holdings are maintained for liquidity and operational needs. |
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 37.51% | Avg. Invested days 69 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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