iShares Russell 1000 ETF

Shareclass
iShares Russell 1000 ETF (IWB)
Type
Exchange-traded fund
Prison industrial complex grade: One or more holdings were flagged as higher risk by our prison industrial complex screen, making up between 1% and 2% of the portfolio. Assigned a grade of D.
D
$7.99 BILLION
Prison industrial complex
53
flagged holdings
23%
of assets flagged
Data as of 29 Feb 2024
Flagged investments:
$7.99 BILLION, 23% of assets
Higher risk:
$460.06 MILLION, 1.34% of assets
 Private prison operators:
$0, 0% of assets
For each prison industrial complex category, click to see the breakdown of flagged holdings.
Prison industry
Prison industry
Incarceration and detention facilities, services in facilities, supervision and monitoring
28
holdings
$5.59B
invested
16%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
45
holdings
$6.86B
invested
20%
of portfolio
All flagged holdings
53 holdings
53 holdings
  • 1.  Microsoft Corp
    Prison industryBorder industry
    $2.26B
    6.56%
  • 2.  Amazon.com Inc
    Prison industryBorder industry
    $1.17B
    3.39%
  • 3.  Alphabet Inc Class A
    Border industry
    $603.27M
    1.75%
  • 4.  Berkshire Hathaway Inc Class B
    Prison industry
    $549.66M
    1.6%
  • 5.  Alphabet Inc Class C
    Border industry
    $514.41M
    1.5%
Higher risk
Private prison operator
See all
iShares Russell 1000 ETF $IWB is 23% ($7.99 BILLION) invested in companies with prison involvement
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Financial performance
Performance data provided byMorningstarFind more financial data on IWB at Morningstar.com
Current fund
IWB
iShares Russell 1000 ETF
Family
BlackRock/iShares
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
-0.4% less in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0% less invested
More invested in higher risk companies, border industry 
0.12% more invested
More invested in higher risk companies 
0.12% more invested
Less invested in all screened prison industry companies 
1.44% less invested
Less invested in all screened border industry companies 
1.53% less invested
Less invested in all screened companies 
1.8% less invested
Current fund
IWB
iShares Russell 1000 ETF
Family
BlackRock/iShares
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
-0.4% less in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0% less invested
More invested in higher risk companies, border industry 
0.12% more invested
More invested in higher risk companies 
0.12% more invested
Less invested in all screened prison industry companies 
1.44% less invested
Less invested in all screened border industry companies 
1.53% less invested
Less invested in all screened companies 
1.8% less invested
Current fund
IWB
iShares Russell 1000 ETF
Family
BlackRock/iShares
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
-0.4% less in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0% less invested
More invested in higher risk companies, border industry 
0.12% more invested
More invested in higher risk companies 
0.12% more invested
Less invested in all screened prison industry companies 
1.44% less invested
Less invested in all screened border industry companies 
1.53% less invested
Less invested in all screened companies 
1.8% less invested
Month-end trailing returns  
Annualized returns
Flagged investments
1-yr
3-yr
5-yr
10-yr
Private prison operators
This fund
IWB - iShares Russell 1000 ETF
30%
11%
14%
12%
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
30%
12%
15%
13%
0% 
Fund compared to benchmark
 
-0.75%
-1.36%
-0.45%
-0.4%
Same
Find more financial data on IWB at Morningstar.com
What's next?
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Action toolkit
Ask your employer about adding prison industrial complex-free options to your retirement plan
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More from Invest Your Values
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