iShares Russell 3000 ETF
Fund offered by:
BlackRock/iShares
Ticker: IWV
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
$1.44 BILLION
Prison industrial complex
37
flagged holdings
14%
of assets flagged
Data as of 2/26/21
Flagged investments:
$1.44 BILLION, 14% of assets
Higher risk:
$97.85 MILLION, 0.92% of assets
 Private prison operators:
$463,044, <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
19
holdings
$407.2M
invested
3.84%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
29
holdings
$1.31B
invested
12%
of portfolio
This fund is invested in the following private prison operator companies:
CoreCivicGeoGroup
All flagged holdings
37 holdings
37 holdings
  • 1.  Microsoft Corp
    Border industry
    $472.83M
    4.46%
  • 2.  Amazon.com Inc
    Border industry
    $356.35M
    3.36%
  • 3.  JPMorgan Chase & Co
    Prison industryBorder industry
    $121.12M
    1.14%
  • 4.  Bank of America Corp
    Prison industryBorder industry
    $72.95M
    0.69%
  • 5.  Walmart Inc
    Prison industry
    $49.19M
    0.46%
Higher risk
Private prison operator
See all
iShares Russell 3000 ETF $IWV has $1.44 BILLION invested in 37 companies involved in the prison industrial complex, amounting to 14% of fund assets
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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: 2/28/21
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 
-0.13% less in annualized returns
More invested in private prison operators 
<0.01% more invested
More invested in higher risk companies, prison industry 
0.04% more invested
Less invested in higher risk companies, border industry 
0.16% less invested
Less invested in higher risk companies 
0.14% less invested
Less invested in all screened prison industry companies 
0.78% less invested
Less invested in all screened border industry companies 
2.62% less invested
Less invested in all screened companies 
2.86% 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: 2/28/21
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 
-0.13% less in annualized returns
More invested in private prison operators 
<0.01% more invested
More invested in higher risk companies, prison industry 
0.04% more invested
Less invested in higher risk companies, border industry 
0.16% less invested
Less invested in higher risk companies 
0.14% less invested
Less invested in all screened prison industry companies 
0.78% less invested
Less invested in all screened border industry companies 
2.62% less invested
Less invested in all screened companies 
2.86% 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: 2/28/21
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 
-0.13% less in annualized returns
More invested in private prison operators 
<0.01% more invested
More invested in higher risk companies, prison industry 
0.04% more invested
Less invested in higher risk companies, border industry 
0.16% less invested
Less invested in higher risk companies 
0.14% less invested
Less invested in all screened prison industry companies 
0.78% less invested
Less invested in all screened border industry companies 
2.62% less invested
Less invested in all screened companies 
2.86% 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
35%
15%
17%
13%
<0.01% 
Benchmark
IVV - iShares Core S&P 500 ETF
31%
14%
17%
13%
0% 
Fund compared to benchmark
 
3.8%
0.66%
0.42%
-0.13%
<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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