(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
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
IWX ETF Overview
Market Cap in USD | 3,034m |
Category | Large Value |
TER | 0.20% |
IPO / Inception | 2009-09-22 |
IWX ETF Ratings
Growth 5y | 80.0% |
Fundamental | - |
Dividend | 55.9% |
Rel. Strength Industry | 1.21 |
Analysts | - |
Fair Price Momentum | 83.16 USD |
Fair Price DCF | - |
IWX Dividends
Dividend Yield 12m | 1.94% |
Yield on Cost 5y | 3.63% |
Annual Growth 5y | 4.84% |
Payout Consistency | 97.0% |
IWX Growth Ratios
Growth Correlation 3m | 63.2% |
Growth Correlation 12m | 90.6% |
Growth Correlation 5y | 88.2% |
CAGR 5y | 13.98% |
CAGR/Max DD 5y | 0.60 |
Sharpe Ratio 12m | 0.85 |
Alpha | 3.49 |
Beta | 0.63 |
Volatility | 14.49% |
Current Volume | 266.5k |
Average Volume 20d | 105.7k |
As of March 09, 2025, the stock is trading at USD 82.42 with a total of 266,480 shares traded.
Over the past week, the price has changed by -2.45%, over one month by -0.97%, over three months by +0.17% and over the past year by +13.44%.
Yes. Based on ValueRay Analyses, iShares Russell Top 200 (NYSE ARCA:IWX) is currently (March 2025) a good stock to buy. It has a ValueRay Growth Rating of 79.98 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 March 2025 is 83.16. This means that IWX is currently overvalued and has a potential downside of 0.9%.
iShares Russell Top 200 has no consensus analysts rating.
According to ValueRays Forecast Model, IWX iShares Russell Top 200 will be worth about 94.1 in March 2026. The stock is currently trading at 82.42. This means that the stock has a potential upside of +14.16%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 94.1 | 14.2% |