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Upturn AI SWOT - About
iShares Russell 3000 ETF (IWV)
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Upturn Advisory Summary
08/14/2025: IWV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 35.03% | Avg. Invested days 70 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.02 | 52 Weeks Range 272.88 - 350.47 | Updated Date 06/29/2025 |
52 Weeks Range 272.88 - 350.47 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Russell 3000 ETF
ETF Overview
Overview
The iShares Russell 3000 ETF (IWV) seeks to track the investment results of a broad-based index composed of U.S. equities. It offers exposure to the entire U.S. equity market, including small-cap, mid-cap, and large-cap stocks, mirroring the performance of the Russell 3000 Index. The fund's investment strategy is primarily passive, aiming to replicate the index's weighting.
Reputation and Reliability
BlackRock is a reputable and reliable issuer with a long track record in the ETF market, managing a wide range of ETFs across various asset classes.
Management Expertise
BlackRock has significant management expertise in index tracking and ETF management, ensuring efficient replication of the Russell 3000 Index.
Investment Objective
Goal
To track the investment results of the Russell 3000 Index, a broad-based index representative of the U.S. equity market.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, holding all or a representative sample of the securities in the Russell 3000 Index.
Composition The ETF holds a diversified portfolio of U.S. stocks across various market capitalizations and sectors, reflecting the composition of the Russell 3000 Index.
Market Position
Market Share: IWV has a significant market share among broad-based U.S. equity ETFs.
Total Net Assets (AUM): 33060000000
Competitors
Key Competitors
- Vanguard Total Stock Market ETF (VTI)
- Schwab Total Stock Market ETF (SCHB)
Competitive Landscape
The competitive landscape consists of several broad-based U.S. equity ETFs. IWV, VTI and SCHB all track the U.S. market, but slightly vary with their tracking indexes. IWV tracks the Russell 3000 index while the others track different total market indexes. IWV has a slightly higher expense ratio compared to VTI and SCHB, which could be a disadvantage.
Financial Performance
Historical Performance: Historical performance varies with market conditions. Generally, IWV closely tracks the performance of the Russell 3000 Index.
Benchmark Comparison: IWV's performance closely mirrors the Russell 3000 Index, indicating effective index tracking.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
The average trading volume is generally high, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's high liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment affect IWV's performance, as they influence the overall U.S. equity market.
Growth Trajectory
IWV's growth trajectory generally mirrors the growth of the U.S. economy and the performance of the U.S. stock market, with adjustments in holdings corresponding to index rebalancings.
Moat and Competitive Advantages
Competitive Edge
IWV's advantages include its broad market coverage, low expense ratio, and the backing of BlackRock. It offers comprehensive exposure to the U.S. equity market, making it a suitable choice for investors seeking diversified exposure. Its wide recognition and strong liquidity add to its appeal. BlackRock's established reputation adds credibility and investor confidence.
Risk Analysis
Volatility
IWV's volatility is comparable to the overall U.S. equity market, reflecting the volatility of its underlying holdings.
Market Risk
IWV is subject to market risk, meaning its value can decline due to broad market downturns or economic recessions. Sector concentration and small-cap stocks contribute to its risk.
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor seeking broad exposure to the U.S. equity market. Suitable for investors who want a simple diversified, low-cost approach to investing in US equities.
Market Risk
IWV is best suited for long-term investors and passive index followers.
Summary
The iShares Russell 3000 ETF (IWV) offers comprehensive exposure to the U.S. equity market, tracking the Russell 3000 Index. It is a low-cost, passively managed ETF, designed for long-term investors seeking diversified exposure. Its strong liquidity and broad market coverage make it a core holding in many portfolios. Investors should be aware of market risk and volatility.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Website
- ETF.com
- Morningstar
- BlackRock
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be made after consulting with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Russell 3000 ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally invests at least 80% of its assets in the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
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