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Upturn AI SWOT - About
iShares Russell 1000 ETF (IWB)
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Upturn Advisory Summary
04/01/2025: IWB (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 3.21% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 983438 | Beta 1.01 | 52 Weeks Range 268.40 - 336.86 | Updated Date 04/2/2025 |
52 Weeks Range 268.40 - 336.86 | Updated Date 04/2/2025 |
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 large- and mid-cap U.S. equities. It provides broad exposure to the U.S. equity market and is passively managed.
Reputation and Reliability
iShares, a brand of BlackRock, is a well-established and reputable issuer of ETFs with a long track record.
Management Expertise
BlackRock 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.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, holding all the stocks in the Russell 1000 Index in proportion to their weighting in the index.
Composition The ETF primarily holds stocks, reflecting the composition of the Russell 1000 Index, which represents large- and mid-cap U.S. companies.
Market Position
Market Share: IWB has a significant market share within the broad US equity ETF segment.
Total Net Assets (AUM): 53850000000
Competitors
Key Competitors
- SPDR S&P 500 ETF Trust (SPY)
- Vanguard Total Stock Market ETF (VTI)
- Invesco QQQ Trust (QQQ)
Competitive Landscape
The broad US equity ETF market is highly competitive, with several large players offering similar products. IWB's advantage lies in its focus on the Russell 1000 index. A disadvantage is a relatively high expense ratio compared to some competitors that track similar benchmarks.
Financial Performance
Historical Performance: Historical performance data is readily available from iShares and financial websites. [Array of performance data would go here if available].
Benchmark Comparison: The ETF's performance should closely track the Russell 1000 Index.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
IWB exhibits high liquidity with a substantial average daily trading volume, facilitating easy trading for investors.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and geopolitical events can influence the performance of IWB by affecting the underlying companies in the Russell 1000 Index.
Growth Trajectory
The growth trajectory of IWB is tied to the overall performance of the U.S. equity market, with occasional rebalancing to maintain its composition inline with the Russell 1000 index.
Moat and Competitive Advantages
Competitive Edge
IWB benefits from being managed by BlackRock, a leading ETF provider with a strong brand and extensive resources. It offers a precise replication of the Russell 1000 Index, providing investors with targeted exposure to the large- and mid-cap segments of the U.S. equity market. Its size and liquidity make it easy to trade, and its low expense ratio relative to some competitors adds to its appeal. The fund's broad diversification across sectors reduces concentration risk.
Risk Analysis
Volatility
IWB's volatility is similar to that of the broader U.S. equity market, reflecting the volatility of its underlying holdings.
Market Risk
The primary risk is market risk, as the ETF's value can fluctuate with changes in overall market conditions and investor sentiment.
Investor Profile
Ideal Investor Profile
IWB is suitable for investors seeking broad exposure to the U.S. equity market, particularly large- and mid-cap stocks.
Market Risk
IWB is suitable for long-term investors seeking passive index exposure and diversification.
Summary
The iShares Russell 1000 ETF (IWB) provides broad exposure to the U.S. equity market by tracking the Russell 1000 Index. Managed by BlackRock, it offers a cost-effective and liquid way to access large- and mid-cap stocks. Its performance closely mirrors the index, making it a suitable choice for passive investors seeking long-term growth. Its diversification helps to mitigate risk, and it is generally appropriate for investors with a moderate risk tolerance.
Similar Companies
ITOT
iShares Core S&P Total U.S. Stock Market ETF
ITOT
iShares Core S&P Total U.S. Stock Market ETF
SCHX
Schwab U.S. Large-Cap ETF
SCHX
Schwab U.S. Large-Cap ETF
VTI
Vanguard Total Stock Market Index Fund ETF Shares
VTI
Vanguard Total Stock Market Index Fund ETF Shares
VV
Vanguard Large-Cap Index Fund ETF Shares
VV
Vanguard Large-Cap Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- iShares official website
- Morningstar
- Yahoo Finance
- BlackRock
Disclaimers:
The information provided is for informational purposes only and should not be considered financial 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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