(IWX) iShares Russell Top 200 - Ratings and Ratios

Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US4642894202 • Large Value

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

The iShares Russell Top 200 Value ETF (IWX) is designed to track the performance of large-capitalization U.S. value stocks. It primarily invests at least 80% of its assets in the component securities of the Russell Top 200 Value Index. This index focuses on the largest U.S. companies that exhibit value characteristics, such as lower price-to-book ratios. The fund may also allocate up to 20% of its assets in derivatives like futures, options, and swap contracts to hedge or gain exposure to certain positions, as well as hold cash and cash equivalents for liquidity purposes.

Managed by BlackRock through its iShares platform, IWX offers exposure to a subset of the Russell Top 200 Index, which ranks the largest U.S. companies by market capitalization. The fund is listed on the NYSE Arca under the ticker symbol IWX and is domiciled in the United States. As of the latest data, the fund has an assets under management (AUM) of approximately $2.46 billion. It falls under the Large Value category of ETFs, targeting investors seeking exposure to large-cap value stocks in the U.S. market.

Additional Sources for IWX ETF

IWX ETF Overview

Market Cap in USD 2,997m
Category Large Value
TER 0.20%
IPO / Inception 2009-09-22

IWX ETF Ratings

Growth Rating 75.8
Fundamental -
Dividend Rating 51.9
Rel. Strength 2.61
Analysts -
Fair Price Momentum 75.00 USD
Fair Price DCF -

IWX Dividends

Dividend Yield 12m 1.91%
Yield on Cost 5y 3.50%
Annual Growth 5y 4.84%
Payout Consistency 97.0%

IWX Growth Ratios

Growth Correlation 3m -70%
Growth Correlation 12m 75.8%
Growth Correlation 5y 88.1%
CAGR 5y 12.45%
CAGR/Max DD 5y 0.69
Sharpe Ratio 12m 0.47
Alpha 1.80
Beta 0.746
Volatility 34.60%
Current Volume 150k
Average Volume 20d 139.2k
What is the price of IWX stocks?
As of April 19, 2025, the stock is trading at USD 77.04 with a total of 150,021 shares traded.
Over the past week, the price has changed by +1.29%, over one month by -5.87%, over three months by -5.48% and over the past year by +8.17%.
Is iShares Russell Top 200 a good stock to buy?
Yes. Based on ValueRay Analyses, iShares Russell Top 200 (NYSE ARCA:IWX) is currently (April 2025) a good stock to buy. It has a ValueRay Growth Rating of 75.81 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of IWX as of April 2025 is 75.00. This means that IWX is currently overvalued and has a potential downside of -2.65%.
Is IWX a buy, sell or hold?
iShares Russell Top 200 has no consensus analysts rating.
What are the forecast for IWX stock price target?
According to ValueRays Forecast Model, IWX iShares Russell Top 200 will be worth about 82.5 in April 2026. The stock is currently trading at 77.04. This means that the stock has a potential upside of +7.13%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 82.5 7.1%