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iShares Russell 3000 ETF (IWV)

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Upturn Advisory Summary
12/05/2025: IWV (2-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 38.67% | Avg. Invested days 82 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |
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) aims to track the performance of the Russell 3000 Index, which represents approximately 98% of the U.S. equity market. It offers broad diversification across large, mid, and small-cap U.S. stocks, encompassing virtually all sectors and industries. The investment strategy is passive, designed to replicate the index's holdings.
Reputation and Reliability
iShares, a division of BlackRock, is one of the largest and most reputable ETF providers globally, known for its extensive range of products, strong market presence, and operational reliability.
Management Expertise
BlackRock, the parent company of iShares, is a world leader in investment management, offering deep expertise in index tracking and portfolio construction, ensuring robust management of its ETFs.
Investment Objective
Goal
To provide investors with broad exposure to the U.S. equity market, mirroring the performance of the Russell 3000 Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive, full-replication strategy, meaning it holds all the constituents of the Russell 3000 Index in their respective proportions.
Composition The ETF primarily holds U.S. equity securities, including stocks across all market capitalizations (large, mid, and small) and virtually all sectors and industries.
Market Position
Market Share: As a broad U.S. equity ETF tracking a widely recognized index, IWV holds a significant market share among total stock market index funds. Specific market share percentages fluctuate and are not static.
Total Net Assets (AUM): 13000000000
Competitors
Key Competitors
- Vanguard Total Stock Market ETF (VTI)
- Schwab U.S. Broad Market ETF (SCHB)
- iShares Core S&P Total U.S. Stock Market ETF (ITOT)
Competitive Landscape
The broad U.S. equity ETF market is highly competitive, dominated by large players like Vanguard, iShares, and Schwab. IWV's competitive advantages lie in its broad market coverage and iShares' established brand. However, it faces stiff competition from ETFs with slightly lower expense ratios or larger AUM, which can sometimes translate to better liquidity and tracking.
Financial Performance
Historical Performance: IWV has historically delivered performance closely aligned with the Russell 3000 Index. Its long-term performance reflects the overall trends of the U.S. stock market. Specific year-over-year returns are available through financial data providers.
Benchmark Comparison: IWV aims to track the Russell 3000 Index. Its performance is expected to be highly correlated with the benchmark, with minor deviations due to tracking error and expense ratios.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
IWV typically exhibits high average daily trading volume, indicating good liquidity for investors.
Bid-Ask Spread
The bid-ask spread for IWV is generally tight, reflecting its high trading volume and the liquidity of its underlying assets.
Market Dynamics
Market Environment Factors
IWV is influenced by broad economic indicators such as GDP growth, inflation, interest rates, and consumer sentiment, as well as sector-specific performance within the U.S. market. Current market conditions favoring growth or value, and geopolitical events, also play a significant role.
Growth Trajectory
As a broad market ETF, IWV's growth trajectory is intrinsically linked to the overall growth of the U.S. economy and its equity markets. Changes in strategy are minimal due to its passive nature, but shifts in index composition can occur.
Moat and Competitive Advantages
Competitive Edge
IWV's primary competitive edge lies in its comprehensive coverage of the U.S. equity market through the Russell 3000 Index. This offers unparalleled diversification within a single investment. Its association with iShares, a leading ETF provider, also instills confidence in its reliability and accessibility for investors seeking broad market exposure.
Risk Analysis
Volatility
IWV's volatility is representative of the overall U.S. equity market, mirroring the risk associated with investing in a broad range of stocks across different market capitalizations and sectors.
Market Risk
The primary market risks for IWV include systemic risks affecting the entire stock market, such as economic downturns, recessions, geopolitical events, and changes in interest rates. Sector-specific risks are diversified but can still impact overall performance.
Investor Profile
Ideal Investor Profile
The ideal investor for IWV is one seeking broad diversification across the entire U.S. stock market, from large-cap to small-cap companies. It is suitable for investors with a long-term investment horizon who want to capture the overall growth of the U.S. economy.
Market Risk
IWV is best suited for passive index followers and long-term investors who aim for broad market exposure with minimal effort. It is less suitable for active traders looking for sector-specific plays or short-term gains.
Summary
The iShares Russell 3000 ETF (IWV) offers comprehensive exposure to the U.S. equity market by tracking the Russell 3000 Index. Its passive strategy provides broad diversification across all market capitalizations and sectors, making it a cornerstone for long-term investors. While facing robust competition, its association with iShares and its wide market coverage are significant advantages. IWV's performance aligns closely with the overall U.S. stock market, reflecting its market risks and potential.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares Official Website (BlackRock)
- Financial Data Providers (e.g., Morningstar, Yahoo Finance)
Disclaimers:
This analysis is based on publicly available information and is intended for informational purposes only. It does not constitute investment advice. ETF performance can vary, and past performance is not indicative of future results. Investors should conduct their own due diligence and consult with a financial advisor before making investment decisions.
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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