(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 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
What is the price of IWX stocks?
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%.
Is iShares Russell Top 200 a good stock to buy?
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%.
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 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%