IWV iShares Russell 3000 ETF

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  • IWV
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  • All Cap Equities
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IWV - Profile

Vitals

  • Issuer: iShares
  • Structure: ETF
  • Expense Ratio: 0.20%
  • ETF Home Page: IWV
  • Inception: May 22, 2000
  • Tax Form: 1099
  • IWV Tracks This Index: Russell 3000 Index

Investment Themes

Alternative ETFs in the All Cap Equities Category

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Type Ticker Expense Ratio Assets Avg. Daily Vol YTD Return
Cheapest
Largest (AUM)
Most Liquid (Volume)
Top YTD Performer

Description

The index is capitalization-weighted and consists of the 3000 largest companies domiciled in the U.S. and its territories.

Realtime Rating

IWV - Realtime Rating

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Realtime Rating Summary

IWV is a passive ETF that seeks to replicate Russell 3000 Index. The index is capitalization-weighted and consists of the 3000 largest companies domiciled in the U.S. and its territories.

The adjacent table gives investors an individual Realtime Rating for IWV on several different metrics, including liquidity, expenses, performance, volatility, dividend, concentration of holdings in addition to an overall rating. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the All Cap Equities with the highest Metric Realtime Rating for each individual field. To view all of this data, sign up for a free 14-day trial for ETFdb Pro. To view information on how the ETFdb Realtime Ratings work, click here.

IWV Overall Realtime Rating:

A+ Overall Rated ETF:

Metric Metric Realtime Rating A+ Metric Rated ETF
Liquidity A n/a
Expenses A- n/a
Performance
Volatility
Dividend
Concentration

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Sector ETFs

Alternative ETFs

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Emerging Market ETFs

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Leveraged ETFs

IWV In-Depth Analysis

The following tables and charts contain in-depth metrics for IWV and compare it to similar peer ETFs within its ETFdb Category.

Holdings

IWV - Holdings

Filings Data as of: Jun 02, 2015
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Concentration Analysis

This section compares how balanced and deep IWV is relative to the peer group ETFdb Category.

Number of Holdings
IWV Rank:
IWV 3027
Category Low
Category High
% Assets in Top 10
IWV Rank:
IWV 14.17%
Category Low
Category High

IWV Asset Allocation

Asset Percentage
U.S. Stocks 98.42%
International Stocks 1.2%
U.S. Bonds 0.0%
International Bonds 0.0%
Preferred Stock 0.0%
Convertibles 0.0%
Cash 0.17%
Other 0.21%

IWV Sector Breakdown

Sector Percentage
Technology 17.55%
Health Care 15.01%
Financial Services 14.48%
Industrials 11.79%
Consumer Cyclical 11.73%
Consumer Defensive 8.38%
Energy 7.16%
Real Estate 3.63%
Communication Services 3.53%
Basic Materials 3.41%
Utilities 2.94%

IWV Market Cap Breakdown

Market Cap Percentage
Giant 41.94%
Large 29.46%
Medium 18.88%
Small 6.36%
Micro 2.33%

IWV Region Breakdown

Region Percentage
U.S. 98.42%
Europe 0.59%
Asia (Emerging) 0.18%
Canada 0.18%
Latin America 0.04%
Australia 0.01%
Middle East 0.01%
Asia (Developed) 0.0%
Africa 0.0%
Japan 0.0%

IWV Market Tier Breakdown

Region Percentage
Developed 99.41%
Emerging 0.2%

IWV Country Breakdown

Country Percentage
United States 98.42%
Australia 0.01%
Ireland 0.56%
Canada 0.18%
China 0.16%
Switzerland 0.15%
Puerto Rico 0.03%
United Kingdom 0.02%
India 0.02%
Norway 0.02%
Other 0.43%
Expense

IWV - Expenses & Fees

This section compares the cost efficiency of IWV to peers in the same ETFdb Category.

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Expenses Ratio Analysis

Expense Ratio
IWV Rank:
IWV 0.20%
Category Low
Category High

Commission Free Trading in IWV

IWV is currently available for commission free trading on the following platforms: (TD Ameritrade)

Category Commission Free Trading

There are 13 other ETFs in the All Cap Equities ETFdb Category that are also eligible for commission free trading:

Performance

IWV - Performance

This section shows how IWV has performed relative to its peer group ETFdb Category.

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1 Week Return
IWV Rank:
IWV -1.80%
Category Low
Category High
4 Week Return
IWV Rank:
IWV -1.32%
Category Low
Category High
13 Week Return
IWV Rank:
IWV 0.13%
Category Low
Category High
26 Week Return
IWV Rank:
IWV 1.87%
Category Low
Category High
Year to Date Return
IWV Rank:
IWV 1.87%
Category Low
Category High
1 Year Return
IWV Rank:
IWV 6.44%
Category Low
Category High
3 Year Return
IWV Rank:
IWV 62.24%
Category Low
Category High
5 Year Return
IWV Rank:
IWV 123.31%
Category Low
Category High
Charts

IWV - Charts

The following charts can be customized to display historical performance in a number of different formats, including line charts, bar charts, and candlesticks. Time periods can be adjusted to increase or decrease the period shown, ranging from five minutes to several months.

The following chart also includes the option to compare the performance of IWV relative to other ETFs and benchmarks or to include indicators such as Bollinger Bands, relative strength, and moving averages.

Valuation

IWV - Valuation

This section shows how the P/E multiple of IWV compares to the peer group ETFdb Category.

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P/E Ratio
IWV Rank:
IWV 18.56
Category Low
Category High

As of Jul 02, 2015

Dividend

IWV - Dividend

This section shows how the dividend yield of IWV compares to the peer group ETFdb Category.

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Annual Dividend Yield
IWV Rank:
IWV 1.64%
Category Low
Category High

As of Jul 02, 2015

Technicals

IWV - Technicals

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IWV Volatility Analysis

This section shows how the volatility of IWV compares to the peer group ETFdb Category.

5 Day Volatility
IWV Rank:
IWV 18.06%
Category Low
Category High
20 Day Volatility
IWV Rank:
IWV 11.83%
Category Low
Category High
50 Day Volatility
IWV Rank:
IWV 10.54%
Category Low
Category High
200 Day Volatility
IWV Rank:
IWV 10.61%
Category Low
Category High
Beta
IWV Rank:
IWV 1.03
Category Low
Category High
Standard Deviation
IWV Rank:
IWV 4.47%
Category Low
Category High

IWV Technicals

  • 20 Day MA: $125.85
  • 60 Day MA: $125.99
  • MACD 15 Period: -1.83
  • MACD 100 Period: -1.28
  • Williams % Range 10 Day: 88.61
  • Williams % Range 20 Day: 88.61
  • RSI 10 Day: 38
  • RSI 20 Day: 43
  • RSI 30 Day: 46
  • Ultimate Oscillator: 32

IWV Bollinger Bands

  • Lower Bollinger (10 Day): $123.18
  • Upper Bollinger (10 Day): $128.76
  • Lower Bollinger (20 Day): $123.67
  • Upper Bollinger (20 Day): $128.11
  • Lower Bollinger (30 Day): $124.13
  • Upper Bollinger (30 Day): $128.15

IWV Support & Resistance

  • Support Level 1: $123.64
  • Support Level 2: $123.20
  • Resistance Level 1: $124.64
  • Resistance Level 2: $125.20

IWV Stochastic

  • Stochastic Oscillator %D (1 Day): 36.29
  • Stochastic Oscillator %D (5 Day): 21.59
  • Stochastic Oscillator %K (1 Day): 33.27
  • Stochastic Oscillator %K (5 Day): 27.54
Fact Sheet

IWV - Fact Sheet

Fact sheets are issued by the ETF provider and framed by ETFdb.com. Information contained within the fact sheet is not guaranteed to be timely or accurate.

2014 Morningstar, Inc. All Rights Reserved. The information contained herein: ( 1 ) is proprietary to Morningstar and/or its content providers; ( 2 ) may not be copied or distributed; and ( 3 ) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.