I Russell 1000

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Just wondering what your thoughts are on this one?……….I have owned it for quite a few years and it just keeps on going up! 🤓

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Asked on July 15, 2024 3:10 am
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Thanks for your answer to this question Dan!……….and yes, I’m not in a hurry to sell!😊

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Posted by Rick Reeves
Answered on July 20, 2024 2:30 am
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Hey Rick, Is this etf IWB? Thanks.
(misadventure17@gmail.com at July 21, 2024 2:20 pm)
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Yes, It’s by Blackrock. In US Dollars, I had there IRussell 2000 etf for a number of years as well, but it didn’t have the same upward movement
(Rick Reeves at July 22, 2024 2:55 am)
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Ah ok, thank you for this. This is just a straight up Russel 1000 ETF. So, you're getting entire exposure to the 1000 largest corporations in the United States.

Historically, this fund has tracked the S&P 500 very well, and the only additional exposure you have is to the large and mid cap stocks rather than just the larger ones on the S&P 500.

This is a perfectly fine ETF to own. I wouldn't be in any rush to sell it. You're going to track the US markets very well, with a little less concentration risk than the S&P 500 due to its over-exposure to the big tech companies.

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Posted by Dan Kent
Answered on July 19, 2024 8:00 am
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Hey there. I need a bit of context here. I imagine you own an ETF tracking the Russell 1000? If so, which ETF. This matters a lot because there are some that track the index as a whole, some that pick particular chunks of the index etc.

Dan

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Posted by Dan Kent
Answered on July 15, 2024 2:53 pm
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