Should iShares Russell 1000 ETF (IWB) Be on Your Investing Radar?

Launched on May 15, 2000, the iShares Russell 1000 ETF (IWB) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Blend segment of the US equity market.

Zacks Investment Research • Jan 29, 2026

Polen Focus Growth Portfolio  Q4 2025 Performance, Attribution & Portfolio Activity

Eli Lilly's stock price has underperformed this year, much of it on the back of drug pricing concerns, potential tariff impacts and, perhaps, less enthusiasm for GLP-1 drugs. The primary drag for the quarter was Oracle, accounting for almost all of the Portfolio's relative underperformance in Q4, completely reversing its performance from the prior quarter and giving back all of the gains experienced in Q3. Polen Capital initiated a 2.25% position in Intuitive Surgical who maintain a de facto monopoly in soft tissue robotic surgery globally.

Seeking Alpha • Jan 21, 2026

Decoding the Bull Case for Small Caps

There's a lot of buzz about the opportunity in US small cap stocks this year. There's a confluence of factors that seem aligned just right for the segment, chief amongst them earnings growth expectations.

ETF Trends • Jan 16, 2026

Are Small-Caps Worth a Steak Dinner?

Coming into 2025, amid a debate about concentration and lofty valuations in the largest of large-cap stocks, as well as concerns about macro uncertainty and economic conditions, we collectively called for diversification. That diversification, among other things, singled out the opportunity in small-caps.

ETF Trends • Dec 17, 2025

IWB: Current Risks And Market Valuation Are A Problem

IWB mirrors the broad US market, with tech-heavy exposure and no unique drivers, making it sensitive to macroeconomic trends. Fed policy remains cautious and data-dependent, with rate cuts unlikely before September, contributing to ongoing market uncertainty. Trade tensions, geopolitical risks, and recent fund outflows point to heightened volatility and weak market sentiment for IWB.

Seeking Alpha • May 28, 2025

Keep Your Equity Portfolio Nimble With NBCR

Advisors and investors looking to actively managed strategies this year would do well to consider the Neuberger Berman Core Equities ETF (NBCR). The fund currently outperforms major equity benchmarks year-to-date.

ETF Trends • Feb 11, 2025

Market Predictions & ETF Ideas for a New Year

Every new year brings with it a new opportunity to stop for a moment, take stock of where we currently sit, revisit resolutions, and refresh outlooks.

ETF Trends • Jan 10, 2025

6 Keys to a Robust ETF Portfolio

Here are the six keys to building a robust and healthy ETF portfolio that could offer capital appreciation as well as downside protection.

Zacks Investment Research • Dec 19, 2024

IWB: Outperformance Expected Through 2026

IWB offers diversification with 1,000 largest U.S. stocks, but has slightly underperformed the S&P 500 due to lower tech exposure. A new rate decline cycle could favor IWB, potentially outperforming the S&P 500 in 2025 and 2026 due to higher mid-cap and small-cap exposure. IWB's forward P/E ratio of 20.8x is higher than pre-pandemic levels but lower than the pandemic peak, making it not cheap but reasonably valued.

Seeking Alpha • Sep 23, 2024

Finding the Right Small-Cap ETF for Different Outcomes

It's midsummer, and U.S. small-caps have finally showed up in a big way. You could say it's been a long time coming.

ETF Trends • Jul 19, 2024