IWB News and Press, iShares Russell 1000 From 05/03/23

2023-05-03 08:03:49 ET Actively managed funds faced a tough month in April, with only 40% of those tracked by BofA outperforming their benchmarks ( SPY ) ( IWB ) ( IWF ) ( IWD ). The 60% underperformed by a median of -0.29%, BofA's global quant strategy team said in a no...

2023-04-26 22:55:00 ET Summary After taking a back seat to various flavors of small-cap and value factors earlier in 2023, the large-company growth risk factor is again leading the horse race, based on year-to-date returns for a set of ETF proxies through yesterday’s close (Apr...

2023-04-23 07:41:00 ET Summary The sudden collapse of two US regional banks and the forced acquisition of Credit Suisse in Europe introduced a third dimension to the existing policy dilemma of balancing inflation and growth objectives: financial stability. In the weeks since banki...

2023-04-18 06:27:47 ET Summary SCHX is a popular large-cap focused ETF offered by Charles Schwab. Large-cap equities have significantly outperformed small and mid-caps over the past decade. SCHX records a 11.96% 10Y CAGR and pays a 1.57% dividend yield. Thesis Af...

2023-04-03 02:38:11 ET Summary OMFL is a multifactor ETF that reconstitutes as frequently as monthly based on where we are in the business cycle: recovery, expansion, slowdown, and contraction. Fees are fair at 0.29%, considering how OMFL's five-year trailing returns were among th...

2023-03-29 18:14:54 ET Summary The general idea behind the value factor is that a diversified portfolio of fundamentally cheap stocks should outperform over the long term. Since January 2017, the iShares Core S&P U.S. Value ETF has tracked the S&P 900 Value Index and provi...

2023-03-29 03:30:00 ET Summary While US large cap equity indexes have generally fared well over the past five years, the Russell 1000 Invesco Dynamic Multifactor Index [RB1] has posted standout returns. The Russell 1000 Index — an unbiased barometer for the broad US large c...

2023-03-24 15:15:19 ET iShares Russell 1000 ETF ( NYSEARCA: IWB ) - $0.8255 . 30-Day SEC Yield of 1.46% as of Feb. 28. Payable Mar 29; for shareholders of record Mar 24; ex-div Mar 23. For further details see: iShares Russell 1000 ETF declares quarterly distr...

2023-03-10 10:05:18 ET Summary IWB owns a portfolio of 1,000 largest stocks in the United States. Although slightly inferior, the fund has comparable performance to the S&P 500 Index. Despite the broader stock market decline last year, IWB’s valuation is still not a...

2023-03-08 05:25:17 ET Summary PRF selects 1,000 large-cap U.S. companies based on four factors: dividends, free cash flow, sales, and book value. Fees are 0.39% and the ETF has $6 billion in assets. The portfolio is solid and well-diversified. However, there are cheaper alternati...