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Mutual Funds & ETFs

iShares Core S&P Total U.S. Stock Market ETF (NYSEARCA:ITOT) — US equities across market capitalizations

iShares Core S&P Total U.S. Stock Market ETF (NYSEARCA:ITOT) uses an index-tracking mandate. The stated benchmark is S&P Total Market Index (TMI). The benchmark defines the eligibleInvestmentuniverse, and its membership and weights shape the portfolio. An index objective does not mean the fund and …

Sonal Goyal | 05 November 2026

iShares Russell 1000 Value ETF (NYSEARCA:IWD) — Value exposure within large and mid cap US stocks

iShares Russell 1000 Value ETF (NYSEARCA:IWD) uses an index-tracking mandate. The stated benchmark is Russell 1000 Value Index. The benchmark defines the eligibleInvestmentuniverse, and its membership and weights shape the portfolio. Anindexobjective does not mean the fund and benchmark will match exactly. Expenses, transactions, …

Sonal Goyal | 05 November 2026

iShares MSCI EAFE ETF (NYSEARCA:EFA) — Large and mid cap developed market shares

iShares MSCI EAFE ETF (NYSEARCA:EFA) uses an index-tracking mandate. The stated benchmark is MSCI EAFE Index (Net). The benchmark defines the eligibleInvestmentuniverse, and its membership and weights shape the portfolio. An index objective does not mean the fund and benchmark will match exactly. Expenses, …

Sonal Goyal | 05 November 2026

iShares Russell 2000 ETF (NYSEARCA:IWM) — The Russell 2000 approach to US small caps

iShares Russell 2000 ETF (NYSEARCA:IWM) uses an index-tracking mandate. The stated benchmark is Russell 2000 Index. The benchmark defines the eligibleInvestmentuniverse, and its membership and weights shape the portfolio. An index objective does not mean the fund and benchmark will match exactly. Expenses, transactions, …

Sonal Goyal | 05 November 2026

iShares S&P 500 Growth ETF (NYSEARCA:IVW) — Growth selection from the S and P 500

iShares S&P 500 Growth ETF (NYSEARCA:IVW) uses an index-tracking mandate. The stated benchmark is S&P 500(R) Growth Index. The benchmark defines the eligibleInvestmentuniverse, and its membership and weights shape the portfolio. Anindexobjective does not mean the fund and benchmark will match exactly. Expenses, transactions, …

Sonal Goyal | 05 November 2026

iShares Bitcoin Trust ETF (NASDAQ:IBIT) — Bitcoin exposure through an exchange traded trust

iShares Bitcoin Trust ETF (NASDAQ:IBIT) is structured as a trust. Its objective is linked to the underlying asset price, with CME CF Bitcoin Reference Rate - New York Variant serving as the reference measure. The exposure differs from a portfolio of operating companies or …

Sonal Goyal | 05 November 2026

iShares Gold Trust (NYSEARCA:IAU) — Physical gold exposure through a listed trust

iShares Gold Trust (NYSEARCA:IAU) is structured as a trust. Its objective is linked to the underlying asset price, with LBMA Gold Price serving as the reference measure. The exposure differs from a portfolio of operating companies or conventional bonds. Shareholders hold exchange-traded securities rather …

Sonal Goyal | 05 November 2026

iShares Core MSCI Total International Stock ETF (NASDAQ:IXUS) — Developed and emerging markets outside the US

iShares Core MSCI Total International Stock ETF (NASDAQ:IXUS) uses an index-tracking mandate. The stated benchmark is MSCI ACWI ex USA IMI Index (Net). The benchmark defines the eligibleInvestmentuniverse, and its membership and weights shape the portfolio. An index objective does not mean the fund …

Sonal Goyal | 05 November 2026

iShares Russell Mid-Cap ETF (NYSEARCA:IWR) — The Russell approach to US mid caps

iShares Russell Mid-Cap ETF (NYSEARCA:IWR) uses an index-tracking mandate. The stated benchmark is Russell MidCap Index. The benchmark defines the eligibleInvestmentuniverse, and its membership and weights shape the portfolio. Anindexobjective does not mean the fund and benchmark will match exactly. Expenses, transactions, cash balances …

Sonal Goyal | 05 November 2026

iShares National Muni Bond ETF (NYSEARCA:MUB) — National municipal bonds and income mechanics

iShares National Muni Bond ETF (NYSEARCA:MUB) uses an index-tracking mandate. The stated benchmark is ICE AMT-Free US National Municipal Index. The benchmark defines the eligibleInvestmentuniverse, and its membership and weights shape the portfolio. Anindexobjective does not mean the fund and benchmark will match exactly. …

Sonal Goyal | 05 November 2026
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