iShares Russell 3000 ETF

Shareclass
iShares Russell 3000 ETF (IWV)
Type
Exchange-traded fund
Prison industrial complex grade: One or more holdings were flagged as private prison operators by our prison industrial complex screen. Assigned a grade of F.
F
$2.94 BILLION
Prison industrial complex
66
flagged holdings
20%
of assets flagged
Data as of 30 Aug 2024
Flagged investments:
$2.94 BILLION, 20% of assets
Higher risk:
$218.29 MILLION, 1.49% of assets
 Private prison operators:
$885,137, <0.01% 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
37
holdings
$1.96B
invested
13%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
47
holdings
$2.33B
invested
16%
of portfolio
This fund is invested in the following private prison operator companies:
CoreCivicGeoGroup
All flagged holdings
66 holdings
66 holdings
  • 1.  
    Microsoft Corp
    Prison industryBorder industry
    $833.96M
    5.68%
  • 2.  
    Amazon.com Inc
    Prison industryBorder industry
    $445.77M
    3.04%
  • 3.  
    Alphabet Inc Class A
    Border industry
    $258.16M
    1.76%
  • 4.  
    Berkshire Hathaway Inc Class B
    Prison industry
    $234.18M
    1.59%
  • 5.  
    Alphabet Inc Class C
    Border industry
    $218.62M
    1.49%
Higher risk
Private prison operator
See all
iShares Russell 3000 ETF $IWV is 20% ($2.94 BILLION) invested in companies with prison involvement
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Financial performance
Performance data provided byMorningstarFind more financial data on IWV at Morningstar.com
Current fund
IWV
iShares Russell 3000 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: 8/31/24
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 
-0.76% less in annualized returns
More invested in private prison operators 
<0.01% more invested
Less invested in higher risk companies, prison industry 
0.01% less invested
More invested in higher risk companies, border industry 
0.07% more invested
More invested in higher risk companies 
0.08% more invested
Less invested in all screened prison industry companies 
1.77% less invested
Less invested in all screened border industry companies 
1.86% less invested
Less invested in all screened companies 
2.4% less invested
Current fund
IWV
iShares Russell 3000 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: 8/31/24
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 
-0.76% less in annualized returns
More invested in private prison operators 
<0.01% more invested
Less invested in higher risk companies, prison industry 
0.01% less invested
More invested in higher risk companies, border industry 
0.07% more invested
More invested in higher risk companies 
0.08% more invested
Less invested in all screened prison industry companies 
1.77% less invested
Less invested in all screened border industry companies 
1.86% less invested
Less invested in all screened companies 
2.4% less invested
Current fund
IWV
iShares Russell 3000 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: 8/31/24
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 
-0.76% less in annualized returns
More invested in private prison operators 
<0.01% more invested
Less invested in higher risk companies, prison industry 
0.01% less invested
More invested in higher risk companies, border industry 
0.07% more invested
More invested in higher risk companies 
0.08% more invested
Less invested in all screened prison industry companies 
1.77% less invested
Less invested in all screened border industry companies 
1.86% less invested
Less invested in all screened companies 
2.4% less invested
Month-end trailing returns  
Annualized returns
Flagged investments
1-yr
3-yr
5-yr
10-yr
Private prison operators
This fund
IWV - iShares Russell 3000 ETF
26%
7.71%
15%
12%
<0.01% 
Benchmark
IVV - iShares Core S&P 500 ETF
27%
9.35%
16%
13%
0% 
Fund compared to benchmark
 
-1.14%
-1.64%
-0.88%
-0.76%
<0.01%  higher
Find more financial data on IWV 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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