iShares Russell 3000 ETF | Gender equality score

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Dow Inc
0.09% of assets
$9.86M invested
2. Procter & Gamble Co
0.88% of assets
$96.12M invested
3. Cummins Inc
0.09% of assets
$9.55M invested
4. International Flavors & Fragrances Inc
0.07% of assets
$7.24M invested
5. S&P Global Inc
0.29% of assets
$31.67M invested
6. Biogen Inc
0.11% of assets
$11.95M invested
7. JPMorgan Chase & Co
1% of assets
$108.61M invested
8. Wells Fargo & Co
0.45% of assets
$48.94M invested
9. Accenture PLC Class A
0.47% of assets
$51.37M invested
10. Bank of America Corp
0.66% of assets
$71.63M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Ubiquiti Inc
<0.01% of assets
$443,144 invested
2. Instil Bio Inc
<0.01% of assets
$28,749 invested
3. Interactive Brokers Group Inc Class A
0.02% of assets
$1.97M invested
4. Inter Parfums Inc
<0.01% of assets
$489,219 invested
5. Laureate Education Inc Shs
<0.01% of assets
$265,961 invested
6. Rithm Capital Corp
<0.01% of assets
$1.04M invested
7. Red Rock Resorts Inc A
<0.01% of assets
$699,466 invested
8. Servisfirst Bancshares Inc
<0.01% of assets
$1.04M invested
9. Madison Square Garden Sports Corp Class A
<0.01% of assets
$875,754 invested
10. QuantumScape Corp Ordinary Shares - Class A
<0.01% of assets
$490,460 invested

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Financial performance

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Find more financial data on IWV at Morningstar.com

Gender Equality and Returns

Returns chart for iShares Russell 3000 ETF

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The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

IWV

iShares Russell 3000 ETF

Family

BlackRock/iShares

Category

Large Blend

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vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

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Fund comparison settings

Investment timeline

Performance as of: 11/30/22

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

0.53% less in annualized returns

Lower overall gender equality score

2 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

IWV

iShares Russell 3000 ETF

Family

BlackRock/iShares

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 11/30/22

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

0.53% less in annualized returns

Lower overall gender equality score

2 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

IWV

iShares Russell 3000 ETF

Family

BlackRock/iShares

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 11/30/22

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

0.53% less in annualized returns

Lower overall gender equality score

2 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 11/30/22

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
IWV - iShares Russell 3000 ETF

-10.94%

10%

13%

51 / 100 points

Benchmark

-9.24%

11%

13%

53 / 100 points

Fund compared to benchmark

-1.7%

-0.78%

-0.8%

-0.53%

2 / 100 points lower

Find more financial data on IWV at Morningstar.com

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