iShares Russell 3000 ETF

Shareclass
iShares Russell 3000 ETF (IWV)
Type
Exchange-traded fund
Deforestation grade: Fund is invested in deforestation-risk agricultural commodity producer/traders, below the threshold of 0.5%. Assigned a grade of C.
How we track deforestation-risk investments
C
12.39%
INVESTED IN DEFORESTATION-RISK COMPANIES
producers
AGRIBUSINESS
deforestation-risk producers and traders of palm oil, paper/pulp, rubber, timber, cattle, and soy
banks
BANKS AND LENDERS
that finance deforestation-risk agribusiness producers via lending and underwriting
consumers
MAJOR CONSUMER BRANDS
that use deforestation-risk agribusiness commodities in products
62
holdings flagged
12%
of assets flagged
This fund contains
 $1.84 BILLION invested 
in holdings flagged for deforestation risk
BlackRock, the world's largest investment firm, is among the world's top investors in the agribusiness companies responsible for destroying our tropical rainforests. To make the urgent transformations needed to end global deforestation and reign in the climate crisis, BlackRock needs to change its ways. Tell BlackRock to adopt a No Deforestation Policy!
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producers
Commodity producers
5 holdings
0.15% of assets
$22.4 MILLION invested
banks
Banks and lenders
4 holdings
2.14% of assets
$318.28 MILLION invested
consumers
Major consumer brands
57 holdings
10% of assets
$1.52 BILLION invested
Commodity producers
Commodity producers
5 HOLDINGS
Companies that produce and trade palm oil, paper/pulp, rubber, timber, cattle, and soy, and have a past record or a significant risk of contributing to deforestation, land grabbing, and human rights abuses. Investing in any of these companies assigns a fund a grade of C if total producer exposure is below the threshold of 0.5%; a grade of D if below 1.5%; and a grade of F if above 1.5%.
5 HOLDINGS
  • % of portfolio
    $ invested
  • 1. Archer-Daniels Midland Co
    Soy producerPalm oil producer
    0.05%0.05% of portfolio
    $7.13M$7.13M invested
    Soy producerPalm oil producer
  • 2. International Paper Co
    Paper/pulp producer
    0.03%0.03% of portfolio
    $5.15M$5.15M invested
    Paper/pulp producer
  • 3. Tyson Foods Inc Class A
    Soy producerCattle producer
    0.03%0.03% of portfolio
    $4.45M$4.45M invested
    Soy producerCattle producer
  • 4. Bunge Global SA
    Soy producerPaper/pulp producerPalm oil producer
    0.02%0.02% of portfolio
    $3.27M$3.27M invested
    Soy producerPaper/pulp producerPalm oil producer
  • 5. Hormel Foods Corp
    Soy producerCattle producer
    0.02%0.02% of portfolio
    $2.41M$2.41M invested
    Soy producerCattle producer
Banks and lenders
Banks and lenders
4 HOLDINGS
Financial institutions directly and indirectly involved in underwriting and lending to deforestation-risk producers and traders. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
4 HOLDINGS
  • % of portfolio
    $ invested
  • 1. JPMorgan Chase & Co
    1.15%1.15% of portfolio
    $171.9M$171.9M invested
  • 2. Bank of America Corp
    0.52%0.52% of portfolio
    $76.78M$76.78M invested
  • 3. Morgan Stanley
    0.24%0.24% of portfolio
    $36.4M$36.4M invested
  • 4. Citigroup Inc
    0.22%0.22% of portfolio
    $33.21M$33.21M invested
Major consumer brands
Major consumer brands
57 HOLDINGS
Consumer goods retailers that source palm oil, paper/pulp, rubber, timber, cattle, and soy from deforestation-risk producers and traders and sell it to consumers worldwide. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
57 HOLDINGS
  • % of portfolio
    $ invested
  • 1. Amazon.com Inc
    Soy major consumer brandCattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    3.14%3.14% of portfolio
    $467.99M$467.99M invested
    Soy major consumer brandCattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 2. The Home Depot Inc
    Cattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brand
    0.71%0.71% of portfolio
    $105.6M$105.6M invested
    Cattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brand
  • 3. Procter & Gamble Co
    Paper/pulp major consumer brandPalm oil major consumer brand
    0.71%0.71% of portfolio
    $105.38M$105.38M invested
    Paper/pulp major consumer brandPalm oil major consumer brand
  • 4. Costco Wholesale Corp
    Soy major consumer brandCattle major consumer brandTimber major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    0.7%0.7% of portfolio
    $104.78M$104.78M invested
    Soy major consumer brandCattle major consumer brandTimber major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 5. Johnson & Johnson
    Paper/pulp major consumer brandPalm oil major consumer brand
    0.7%0.7% of portfolio
    $104.27M$104.27M invested
    Paper/pulp major consumer brandPalm oil major consumer brand
View next 5
View more info
DATA AS OF 31 Oct 2024
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: 10/31/24
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 
-0.7% less in annualized returns
Less invested in commodity producers 
0.02% less invested
Less invested in banks and lenders 
0.3% less invested
Less invested in major consumer brands 
1.27% 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: 10/31/24
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 
-0.7% less in annualized returns
Less invested in commodity producers 
0.02% less invested
Less invested in banks and lenders 
0.3% less invested
Less invested in major consumer brands 
1.27% 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: 10/31/24
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 
-0.7% less in annualized returns
Less invested in commodity producers 
0.02% less invested
Less invested in banks and lenders 
0.3% less invested
Less invested in major consumer brands 
1.27% less invested
Month-end trailing returns  
Annualized returns
Deforestation analysis
1-yr
3-yr
5-yr
10-yr
Commodity producers
This fund
IWV - iShares Russell 3000 ETF
38%
7.48%
14%
12%
0.15% 
Benchmark
IVV - iShares Core S&P 500 ETF
38%
9.05%
15%
13%
0.17% 
Fund compared to benchmark
 
-0.33%
-1.57%
-0.83%
-0.7%
0.02%  lower
Find more financial data on IWV at Morningstar.com
Take Action
Call on U.S. investment firms to implement Deforestation and Land Grab-Free investment policies.
Find top-graded funds that avoid deforestation-risk investments.
Use Fossil Free Funds to check this fund's fossil fuel investments and carbon footprint.
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