(IWV) iShares Russell 3000 - Ratings and Ratios

Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US4642876894 • Large Blend

IWV: Stocks, Futures, Options, Swaps, Cash, Equivalents

The iShares Russell 3000 ETF (NYSE ARCA: IWV) is a large-cap blend ETF that tracks the performance of the Russell 3000 Index, which includes the 3,000 largest publicly traded U.S. companies. This fund is designed to provide broad exposure to the U.S. equity market, covering approximately 97% of the investable U.S. market.

As an ETF, IWV invests at least 80% of its assets in the component securities of its underlying index. The remaining 20% can be allocated to certain derivatives, such as futures, options, and swap contracts, as well as cash and cash equivalents. This flexibility allows the fund to manage risk and maintain liquidity while tracking the index closely.

With an AUM of $15.84 billion, the fund is one of the larger ETFs in its category. It is domiciled in the United States and is managed by BlackRock, the worlds largest asset manager. The funds expense ratio is 0.20%, making it a cost-effective option for investors seeking exposure to the broad U.S. market.

The Russell 3000 Index is widely regarded as a benchmark for the entire U.S. stock market. It includes companies of all sizes, from large-cap to small-cap, across various sectors. This diversification reduces concentration risk and provides exposure to both established companies and smaller, growth-oriented firms.

Investors should note that the fund does not have a stated P/E, P/B, or P/S ratio, as these metrics are not directly applicable to the ETF itself. However, the underlying indexs constituents have a median market capitalization of around $13.4 billion, reflecting the dominance of large-cap stocks in the portfolio.

For fund managers and investors, IWV offers a straightforward way to gain exposure to the U.S. equity market without the need to select individual stocks. Its liquidity and transparency make it a popular choice for both institutional and retail investors.

More information about the fund can be found at http://www.ishares.com.

Additional Sources for IWV ETF

IWV ETF Overview

Market Cap in USD 15,927m
Category Large Blend
TER 0.20%
IPO / Inception 2000-05-22

IWV ETF Ratings

Growth 5y 76.2%
Fundamental -
Dividend 50.9%
Rel. Strength Industry -0.74
Analysts -
Fair Price Momentum 324.74 USD
Fair Price DCF -

IWV Dividends

Dividend Yield 12m 1.10%
Yield on Cost 5y 2.05%
Annual Growth 5y 4.42%
Payout Consistency 97.6%

IWV Growth Ratios

Growth Correlation 3m 29.1%
Growth Correlation 12m 95.5%
Growth Correlation 5y 79.6%
CAGR 5y 14.08%
CAGR/Max DD 5y 0.44
Sharpe Ratio 12m 1.08
Alpha -1.09
Beta 1.03
Volatility 11.44%
Current Volume 86.8k
Average Volume 20d 168k
What is the price of IWV stocks?
As of February 22, 2025, the stock is trading at USD 341.61 with a total of 86,778 shares traded.
Over the past week, the price has changed by -1.98%, over one month by -1.08%, over three months by +0.62% and over the past year by +21.31%.
Is iShares Russell 3000 a good stock to buy?
Yes. Based on ValueRay Analyses, iShares Russell 3000 (NYSE ARCA:IWV) is currently (February 2025) a good stock to buy. It has a ValueRay Growth Rating of 76.23 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of IWV as of February 2025 is 324.74. This means that IWV is currently overvalued and has a potential downside of -4.94%.
Is IWV a buy, sell or hold?
iShares Russell 3000 has no consensus analysts rating.
What are the forecast for IWV stock price target?
According to ValueRays Forecast Model, IWV iShares Russell 3000 will be worth about 389.7 in February 2026. The stock is currently trading at 341.61. This means that the stock has a potential upside of +14.07%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 389.7 14.1%