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iShares Russell 3000 ETF

  • IWV

400 Howard Street,
San Francisco , CA, 94105

Rank

Rank Universe
45 0

Summary

The fund seeks to replicate the total return performance of the benchmark index, before fees and expenses, by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

As part of its strategy, the fund employs a passive or index More

Webiste

Link

Directors

Jun 14, 2023
  • John E. Kerrigan
  • Richard L. Fagnani
  • Robert S. Kapito
  • Drew E. Lawton
  • John E. Martinez
  • Salim Ramji
  • Madhav V. Rajan
  • Jane D. Carlin
  • Cecilia H. Herbert

Chief Compliance Officer

  • Charles Park

Price

  • $ 308.67 ( -0.4 )
  • Jun 28, 2024
    Last Close
  • Net Assets
  • $12.5B
    Feb 26, 2024
  • 52-Week High/Low
  • $0 - $0

  • Expense Ratio
  • -

Performance

YTD

0%

3 Year

20.57%

5 Year

79.08%

Best

33.01%

2013

Worst

-37.15%

2008

Sector Allocation +

 Aug 26, 2024
More

Top 10 Holdings +

 Aug 26, 2024
More

Company Name

Holding
Microsoft Corp 6.36 %
Apple Inc 5.87 %
NVIDIA Corp 5.61 %
Amazon.com Inc 3.33 %
Meta Platforms Inc 2.13 %
Alphabet Inc 2.07 %
Alphabet Inc 1.76 %
BLACKROCK GLOBAL 1.54 %
Eli Lilly & Co 1.46 %
Berkshire Hathaway Inc 1.42 %
More 1.42 %

Documents

Prospectus

link

Annual Reports

link

Fact Sheet

Q1 2023 Q4 2022 Q3 2022 Q2 2022
Q1 2022 Q4 2021 Q3 2021

NAV

Returns +
A

2026202520242023202220212020201920182017
IWV 0% 0% 9.5% 24% -20% 24.8% 17.3% 28.8% -5.4% 21%
S&P 500 8.2% 16.4% 23.3% 24.2% -19.4% 27.3% 16.2% 28.9% -6.2% 19.4%

Returns +
Q

2026202520242023202220212020201920182017
q1 0% 0% 9.6% 6.7% -4.9% 6.1% -21.3% 13.9% -0.8% 5.6%
q2 0% 0% -0.7% 8.1% -17.1% 9.1% 21.4% 2.2% 6.2% 3%
q3 0% 0% 0% -3.7% -4.8% -0.4% 7.7% -0.2% 6.7% 4.6%
q4 0% 0% 0% 11.8% 6.6% 8.9% 14% 8.3% -14.4% 5.9%

Returns +
M

JanFebMarAprMayJunJulAugSepOctNovDec
2026 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0%
2025 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0%

Annual Return

Alpha - IWV and S&P

Data Sources Disclaimer