Summary
IWV Chart
IWV: Derisking By Broadening Exposure To The Wider Market
The iShares Russell 3000 ETF offers broad market exposure but is rated Hold due to better alternatives. IWV provides more diversification than S&P 500 funds like IVV, with less concentration in top holdings and tech sector weight. Despite its diversification, IWV's yield is lower than IVV's, and its dividend growth has slowed in recent years.
The Case For The IWV ETF
Diversification is key, and the iShares Russell 3000 ETF offers broad exposure to 98% of the U.S. equity market. Buying during sharp market downturns, as seen in April 2025, has historically proven optimal for long-term investors. IWV's blended performance and attractive long-term returns make it a strong candidate for portfolio core holdings.
IWV: Future Performance Will Likely Remain Slightly Inferior To The S&P 500 Index
The iShares Russell 3000 ETF has slightly underperformed the S&P 500 index in the past and is expected to continue to do so in the future. IWV's inclusion of mid-cap and small-cap stocks has impacted its long-term performance, as these stocks tend to deliver inferior returns compared to large-cap stocks in the long run. IWV has a higher expense ratio than its peer fund, Vanguard Russell 3000 ETF.
ISHARES RUSSELL 3000 ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 593 | $186,173.58 | $254,230.96 | $68,057.38 | 36.56% |
| SFH Sean F. Hanna Cambridge Associates LLC /MA/ /ADV | 14,597 | $4.12M | $6.26M | $2.13M | 51.77% |
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 1,003 | $351,518.32 | $430,006.16 | $78,487.84 | 22.33% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,170 | $334,203.51 | $500,239.35 | $166,035.84 | 49.68% |
| JS Jason Skolnick FIRST NATIONAL Corp. /MA/ /ADV | 2,902 | $426,361.84 | $1.24M | $817,783.6 | 191.81% |
ISHARES RUSSELL 3000 ETF (IWV) FAQ
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Does it pay dividends? What is the current yield?
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ISHARES RUSSELL 3000 ETF Profile
| ARCA Exchange | US Country |
Overview
The company operates as an investment fund that primarily focuses on replicating the performance of its underlying index. It commits at least 80% of its assets towards purchasing the component securities of this index or engaging in transactions that have economic characteristics which closely mirror those of the index’s securities, such as depositary receipts. The aim is to match the investment results of the index as closely as possible, allowing investors to benefit from the overall performance of the securities comprised within the index.
Products and Services
The fund offers a range of investment products and strategies designed to meet the various needs of its investors. Each product highlights the fund's emphasis on tracking the performance of its underlying index while also seeking to offer additional investment opportunities within a defined risk framework.
- Component Securities Investments: The bulk of the fund’s assets are invested in the actual securities that make up its benchmark index. This direct investment approach is fundamental to the fund’s strategy of closely mirroring the index’s performance.
- Depositary Receipts: For securities within the index that may be difficult to access directly, the fund may invest in depositary receipts. These are negotiable financial instruments issued by banks that represent a specific number of shares in a foreign company's stock, allowing the fund to achieve exposure to such stocks without the complexities of direct investment.
- Futures, Options, and Swap Contracts: Up to 20% of the fund’s assets may be allocated to the use of futures, options, and swap contracts. These financial derivatives offer the fund additional tools to hedge against potential losses or to take advantage of speculative opportunities, thereby aiming to enhance overall returns or manage investment risk.
- Cash and Cash Equivalents: A portion of the fund’s assets may also be held in cash or cash equivalents, such as money market instruments. This liquidity enables the fund to meet redemption requests, manage investment allocations effectively, and take advantage of new investment opportunities as they arise.
