iShares Russell 3000 ETF Implements Key Index and Distribution Changes

The iShares Russell 3000 ETF (IWV) is undergoing significant changes, including a shift to semi-annual index rebalancing by FTSE Russell and LSEG to better reflect market dynamics. The ETF, with substantial holdings in the technology sector, is also approaching its ex-dividend date on March 17, 2026, with payment scheduled for March 20, 2026. This move to more frequent rebalancing aims to enhance reactivity to corporate events and provide a more precise reflection of the market, which investors will monitor for its impact on portfolio turnover and market representation.

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