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- Upturn Summary
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Upturn AI Summary
iShares Russell 3000 ETF(IWV)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IWV
10/28/2026: IWV (2-star) has a low Upturn Star Rating. Not recommended to BUY.
The iShares Russell 3000 ETF (IWV) provides broad exposure to the total US equity market by tracking the Russell 3000 Index, covering nearly the entire investable universe of domestic stocks. Its primary strengths are its extensive diversification, solid liquidity, and the high-quality management associated with the BlackRock iShares brand, making it a reliable core holding for long-term investors. However, investors should be aware that the fund is fully exposed to systemic market risks, and its expense ratio is higher than some ultra-low-cost competitors. It is most suitable for passive, long-term investors seeking simplicity and broad market growth, provided they are comfortable with the inherent volatility of the US stock market.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Provides comprehensive exposure to the growth engines of the US economy. |
| Momentum investor | Strong fit while signal remains positive | Captures the broad market momentum when the overall index trend is bullish. |
| Value investor | Mixed fit | Includes value stocks but is diluted by a significant portion of growth-oriented large-caps. |
| Dividend/Income investor | Mixed fit | Offers dividend exposure but is not focused on yield or income generation. |
| Low-risk investor | Weak fit | Equities are inherently volatile and not suitable for investors seeking capital preservation. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant looking for a 'core' portfolio holding that provides diversified US equity exposure.
Suitability
IWV is best for passive, long-term investors aiming for market-matching returns rather than active trading or sector-specific bets.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Broad equity exposure is subject to standard market fluctuations and economic cycles. |
| Market risk | High | The fund is fully exposed to systemic market downturns that affect all US stocks. |
| Concentration | Low | Diversification across 3,000 stocks minimizes single-company risk. |
| Tracking/expense | Low | Low expense ratios and efficient indexing ensure the fund stays close to its benchmark. |
| Liquidity | Low | High trading volumes allow for efficient trading without significant price slippage. |
| Business/sector quality | Medium | The portfolio reflects the aggregate quality of the entire US corporate sector. |
Risk Analysis
Volatility
IWV experiences volatility characteristic of the broader US stock market, generally lower than narrow sector funds but higher than fixed-income assets.
Market Risk
The primary risk is systemic market decline, as the fund holds a broad cross-section of the economy.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equities | 85 | Provides primary exposure to the largest and most influential companies in the US economy. |
| Market capitalization | US Mid-Cap Equities | 10 | Offers growth potential through established mid-sized firms. |
| Market capitalization | US Small-Cap Equities | 5 | Provides exposure to smaller, high-growth potential companies. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 39.17% | Avg. Invested days 70 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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