(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, listed on the NYSE ARCA under the ticker IWX, is designed to track the performance of the Russell Top 200 Value Index. This index is comprised of the largest publicly traded US companies, selected based on their value characteristics. The fund's investment strategy involves allocating at least 80% of its assets to the component securities of this underlying index, providing investors with exposure to a diversified portfolio of large-cap value stocks.

In addition to its primary investment in the underlying index, the fund may also utilize derivatives such as futures, options, and swap contracts to manage risk, gain exposure to specific markets, or enhance returns. It can allocate up to 20% of its assets to these instruments, as well as to cash and cash equivalents. This flexibility allows the fund to navigate various market conditions and maintain its investment objective. The fund is domiciled in the United States and is classified as an exchange-traded fund (ETF), specifically within the large value category.

For investors seeking to incorporate large-cap value stocks into their portfolios, the iShares Russell Top 200 Value ETF offers a convenient and diversified solution. By tracking the Russell Top 200 Value Index, the fund provides exposure to a broad range of established US companies that are characterized by their value investment characteristics. Investors can access more information about this fund, including its holdings, performance, and investment strategy, by visiting the iShares website at http://www.ishares.com. The fund's ISIN is US4642894202, and it is listed as an ETF in the large value category.

Additional Sources for IWX ETF

IWX ETF Overview

Market Cap in USD 2,293m
Category Large Value
TER 0.20%
IPO / Inception 2009-09-22

IWX ETF Ratings

Growth 5y 71.6%
Fundamental -
Dividend 55.3%
Rel. Strength Industry 9.46
Analysts -
Fair Price Momentum 83.51 USD
Fair Price DCF -

IWX Dividends

Dividend Yield 12m 1.89%
Yield on Cost 5y 2.99%
Annual Growth 5y 4.84%
Payout Consistency 97.0%

IWX Growth Ratios

Growth Correlation 3m -37.2%
Growth Correlation 12m 91.8%
Growth Correlation 5y 87.8%
CAGR 5y 9.65%
CAGR/Mean DD 5y 1.83
Sharpe Ratio 12m 1.34
Alpha -4.38
Beta 0.86
Volatility 13.03%
Current Volume 46.4k
Average Volume 20d 89.6k
What is the price of IWX stocks?
As of January 23, 2025, the stock is trading at USD 82.34 with a total of 46,400 shares traded.
Over the past week, the price has changed by +2.03%, over one month by +3.83%, over three months by +0.74% and over the past year by +19.77%.
Is iShares Russell Top 200 a good stock to buy?
Yes. Based on ValueRay Analyses, iShares Russell Top 200 (NYSE ARCA:IWX) is currently (January 2025) a good stock to buy. It has a ValueRay Growth Rating of 71.64 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 January 2025 is 83.51. This means that IWX is currently overvalued and has a potential downside of 1.42%.
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 92.4 in January 2026. The stock is currently trading at 82.34. This means that the stock has a potential upside of +12.27%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 92.4 12.3%