iShares Russell 1000 ETF

IWB

Market cap $48.9B

June is typically reserved for graduation processionals, with the “Pomp and Circumstance March No. 1 in D” blaring from PA systems or high-fidelity systems (depending on how well-funded the school is).

The Middle East crisis led to a broad selloff in Russell equity segments in March halting the year-long rally. 12M forward P/Es derated broadly but more so for Russell 1000, Top 200 and the large- and small-cap Growth indices partly due to their heavy Tech exposure and valuation expansion over the last three years.

Looking for broad exposure to the Large Cap Blend segment of the US equity market? You should consider the iShares Russell 1000 ETF (IWB), a passively managed exchange traded fund launched on May 15, 2000.

The iShares Russell 1000 ETF offers broad U.S. market exposure but is nearly identical to IVV with a tech-heavy allocation but higher expenses. Rising capital costs associated with heightened geopolitical uncertainty, especially from ongoing Middle East conflicts, are a major risk to high-multiple stocks. High multiples in IWB's megacap tech holdings are vulnerable to rising discount rates.

Launched on May 15, 2000, the iShares Russell 1000 ETF (IWB) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Blend segment of the US equity market.

Eli Lilly's stock price has underperformed this year, much of it on the back of drug pricing concerns, potential tariff impacts and, perhaps, less enthusiasm for GLP-1 drugs. The primary drag for the quarter was Oracle, accounting for almost all of the Portfolio's relative underperformance in Q4, completely reversing its performance from the prior quarter and giving back all of the gains experienced in Q3. Polen Capital initiated a 2.25% position in Intuitive Surgical who maintain a de facto monopoly in soft tissue robotic surgery globally.

There's a lot of buzz about the opportunity in US small cap stocks this year. There's a confluence of factors that seem aligned just right for the segment, chief amongst them earnings growth expectations.

Coming into 2025, amid a debate about concentration and lofty valuations in the largest of large-cap stocks, as well as concerns about macro uncertainty and economic conditions, we collectively called for diversification. That diversification, among other things, singled out the opportunity in small-caps.

The iShares Russell 1000 ETF (IWB) was launched on May 15, 2000, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Blend segment of the US equity market.

Designed to provide broad exposure to the Large Cap Blend segment of the US equity market, the iShares Russell 1000 ETF (IWB) is a passively managed exchange traded fund launched on May 15, 2000.