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iShares Russell 1000 ETF (IWB)
- BUY Advisory
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Upturn Advisory Summary
12/19/2024: IWB (3-star) is a REGULAR-BUY. BUY since 82 days. Profits (4.95%). Updated daily EoD!
Analysis of Past Performance
Type: ETF | Upturn Star Rating | Today’s Advisory: WEAK BUY |
Historic Profit: 4.6% | Upturn Advisory Performance  3 | Avg. Invested days: 53 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 12/19/2024 |
Type: ETF | Today’s Advisory: WEAK BUY |
Historic Profit: 4.6% | Avg. Invested days: 53 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 12/19/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 1009040 | Beta 1.01 |
52 Weeks Range 254.01 - 335.16 | Updated Date 12/21/2024 |
52 Weeks Range 254.01 - 335.16 | Updated Date 12/21/2024 |
AI Summarization
iShares Russell 1000 ETF (IWV) Overview
Profile:
- Tracks the Russell 1000 Index, representing the 1000 largest U.S. companies by market capitalization.
- Focuses on large-cap stocks across various sectors.
- Passive management strategy, aiming to mirror the index composition.
Objective:
- Provides broad exposure to the U.S. large-cap equity market.
- Seeks to replicate the performance of the Russell 1000 Index, minus fees.
Issuer:
- Issued by BlackRock, the world's largest asset manager with a reputation for reliability and experience.
- Management team comprises seasoned investment professionals with expertise in index tracking and portfolio management.
Market Share:
- Holds a significant market share within the large-cap blend ETF category.
- As of November 2023, IWV manages approximately $73.44 billion in assets.
Moat:
- Low fees: Expense ratio of 0.03%, one of the lowest in its category.
- Liquidity: High trading volume, making it easy to buy and sell shares.
- Track record: Long history of closely tracking the Russell 1000 Index.
Financial Performance:
- Historically, IWV has closely mirrored the Russell 1000 Index performance.
- Year-to-date return as of November 2023 is -3.43%, closely matching the index's -3.48% return.
Growth Trajectory:
- The U.S. large-cap market is expected to continue growing in the long term.
- IWV is well-positioned to benefit from this growth alongside the index.
Liquidity:
- Average daily trading volume exceeds 20 million shares, indicating high liquidity.
- Tight bid-ask spread, minimizing transaction costs.
Market Dynamics:
- Affected by factors like economic growth, interest rates, and sector performance.
- Diversification across various sectors mitigates some risk from individual sectors.
Competitors:
- Schwab Total Stock Market Index (SWTSX): 0.03% expense ratio
- Vanguard S&P 500 ETF (VOO): 0.03% expense ratio
- iShares CORE S&P 500 ETF (IVV): 0.03% expense ratio
Expense Ratio:
- 0.03% (management fees and other expenses)
Investment Approach and Strategy:
- Tracks the Russell 1000 Index, holding all its components in the same proportion.
- Invests primarily in large-cap U.S. stocks across various sectors.
Key Points:
- Low-cost exposure to the large-cap U.S. market.
- High liquidity and tight bid-ask spread.
- Long history of tracking the Russell 1000 Index.
Risks:
- Market risk: Fluctuations in the stock market can significantly impact IWV's performance.
- Volatility: Large-cap stocks can experience higher volatility than the broader market.
Who Should Consider Investing:
- Investors seeking broad exposure to the U.S. large-cap market.
- Investors with a long-term investment horizon.
- Investors looking for a low-cost, passively managed ETF.
Fundamental Rating Based on AI: 8/10
Justification:
- IWV has a strong track record of tracking the Russell 1000 Index and boasts high liquidity.
- The low expense ratio makes it an attractive option for cost-conscious investors.
- The ETF's exposure to the large-cap U.S. market positions it for potential growth in the long term.
Resources and Disclaimers:
- Data gathered from iShares website, ETF.com, and Morningstar.
- This analysis is not financial advice. Please consult a financial professional before making 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
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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