IWB - IWB: Yet Another Way To Play Large-Caps

2024-05-14 12:13:36 ET

Summary

• iShares Russell 1000 ETF tracks the performance of the top 1000 U.S. companies by market capitalization, similar to the S&P 500 but with more holdings.
• The IWB ETF is heavily weighted toward tech giants, healthcare leaders, consumer discretionary behemoths, and financial institutions.
• While the ETF offers diversification and liquidity, its market-cap-weighted approach limits exposure to smaller companies with higher growth prospects.

I don't know about you, but I'm getting tired of living in a large-cap-only world. Around 70% of stocks in the Russell 3000 are, as of this writing, trading below their respective 2021 highs. All momentum has been funneled to the biggest of the big. And yes - I know this can continue....

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