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Upturn AI SWOT - About
iShares Russell Top 200 Value ETF (IWX)
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Upturn Advisory Summary
10/24/2025: IWX (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 19.9% | Avg. Invested days 76 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.83 | 52 Weeks Range 71.15 - 84.24 | Updated Date 06/29/2025 |
52 Weeks Range 71.15 - 84.24 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Russell Top 200 Value ETF
ETF Overview
Overview
The iShares Russell Top 200 Value ETF (IWX) seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit value characteristics. It focuses on companies within the Russell Top 200 Index that are considered undervalued based on factors like book value to price ratio, cash flow to price ratio, and sales to price ratio. The ETF provides targeted access to the large-cap value segment of the U.S. equity market.
Reputation and Reliability
iShares is a reputable and reliable ETF issuer, known for its broad range of ETFs and extensive experience in the market.
Management Expertise
BlackRock, the parent company of iShares, has significant expertise in asset management and ETF operations.
Investment Objective
Goal
The ETF seeks to track the investment results of the Russell Top 200 Value Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the Russell Top 200 Value Index.
Composition The ETF holds a portfolio of large-cap U.S. stocks identified as value stocks.
Market Position
Market Share: The iShares Russell Top 200 Value ETF (IWX) has a considerable market share in the large-cap value ETF sector.
Total Net Assets (AUM): 2734530427
Competitors
Key Competitors
- VTV
- MGV
- IVE
Competitive Landscape
The large-cap value ETF market is competitive. IWX competes with other ETFs tracking similar indexes, with differences arising from expense ratios, tracking error and fund size. IWX benefits from the iShares brand, while competitors may offer lower expense ratios or slightly different index methodologies.
Financial Performance
Historical Performance: Historical performance data not readily available.
Benchmark Comparison: Benchmark comparison data not readily available.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
The average trading volume of IWX provides sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread for IWX is generally tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate changes, and overall market sentiment can impact IWX, as value stocks can be sensitive to these factors.
Growth Trajectory
The growth trajectory of IWX is linked to the performance of large-cap value stocks and investor demand for this investment style. Changes to the underlying index or the fund's composition could also affect its growth.
Moat and Competitive Advantages
Competitive Edge
IWX's competitive edge lies in its established brand, extensive AUM, and efficient tracking of the Russell Top 200 Value Index. It offers a straightforward, low-cost way to access a diversified portfolio of large-cap value stocks. The ETF's liquidity makes it easy for investors to buy and sell shares. BlackRock's proven track record also adds to investor confidence. This reliable access to the value segment of large-cap US equities differentiates it.
Risk Analysis
Volatility
IWX's volatility is typical of large-cap value stocks, which tend to be less volatile than growth stocks but still subject to market fluctuations.
Market Risk
IWX is subject to market risk, as its value can fluctuate based on overall market conditions and the performance of the underlying stocks.
Investor Profile
Ideal Investor Profile
The ideal investor for IWX is someone seeking exposure to large-cap U.S. value stocks for long-term capital appreciation and diversification.
Market Risk
IWX is best suited for long-term investors and passive index followers seeking value exposure.
Summary
The iShares Russell Top 200 Value ETF (IWX) provides targeted exposure to large-cap U.S. equities that exhibit value characteristics by tracking the Russell Top 200 Value Index. Managed by BlackRock, IWX offers a cost-effective way to implement a value investing strategy within a diversified portfolio. While it competes with other value ETFs, its established brand and considerable AUM support its market position. Investors should be aware of market risk and the potential for fluctuation in value stock performance. IWX is suitable for investors seeking long-term capital appreciation through value investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares official website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share and performance data are estimates and may vary. AUM data is dynamic and may change.
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 Top 200 Value ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest 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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