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Upturn AI SWOT - About
iShares Russell Top 200 Value ETF (IWX)
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Upturn Advisory Summary
08/14/2025: 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 14.39% | Avg. Invested days 68 | 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 08/14/2025 |
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 considered undervalued relative to their intrinsic worth and primarily invests in the large-cap value segment.
Reputation and Reliability
BlackRock is a globally recognized and reputable asset manager with a long track record of providing reliable ETF products.
Management Expertise
BlackRock has a highly experienced management team overseeing its ETF offerings, leveraging significant resources and expertise in investment management.
Investment Objective
Goal
To track the investment results of an index composed of large-capitalization U.S. equities that exhibit value characteristics.
Investment Approach and Strategy
Strategy: IWX aims to replicate the performance of the Russell Top 200 Value Index, which measures the performance of the large-cap value segment of the U.S. equity market.
Composition The ETF holds a diversified portfolio of stocks considered to be undervalued based on factors such as book value to price ratio, earnings to price ratio, and sales to price ratio.
Market Position
Market Share: Unavailable
Total Net Assets (AUM): 3537000000
Competitors
Key Competitors
- VTV
- SCHV
- IWD
Competitive Landscape
The large-cap value ETF space is competitive, with several established players. IWX competes primarily on tracking error, expense ratio, and liquidity. Competitors like VTV often have lower expense ratios, which can be advantageous for cost-conscious investors. However, IWX benefits from BlackRock's brand recognition and trading volume.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved directly from financial data providers.
Benchmark Comparison: The ETF's performance should be compared to the Russell Top 200 Value Index to assess its tracking effectiveness.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
IWX generally exhibits good liquidity, facilitating ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's reasonable trading volume and efficient market making.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and sector-specific trends impact IWX. Value stocks tend to perform well during periods of rising interest rates and economic recovery.
Growth Trajectory
IWX's growth is tied to the overall performance of the U.S. large-cap value market and the ability of its underlying holdings to generate shareholder value. The ETF may adjust its holdings periodically to reflect changes in the index.
Moat and Competitive Advantages
Competitive Edge
IWX benefits from BlackRock's established reputation and distribution network. The ETF offers a well-diversified portfolio of large-cap value stocks, providing investors with exposure to a specific market segment. Its reasonable expense ratio and consistent tracking of the underlying index are also attractive features. BlackRock's size gives it economies of scale, but the ETF relies heavily on the index methodology for stock selection and weighting. This index-tracking approach offers passive investors consistent exposure to large-cap value.
Risk Analysis
Volatility
Historical volatility can be calculated using historical price data of the ETF.
Market Risk
IWX is subject to market risk, as its value can fluctuate based on broader market movements and economic conditions. Value stocks may underperform growth stocks in certain market environments, and the ETF's concentration in specific sectors could increase risk.
Investor Profile
Ideal Investor Profile
IWX is suitable for investors seeking exposure to the large-cap value segment of the U.S. equity market. It is appropriate for those who believe in the long-term potential of value investing and are willing to accept market fluctuations.
Market Risk
IWX is best suited for long-term investors and passive index followers seeking diversified exposure to value stocks.
Summary
The iShares Russell Top 200 Value ETF (IWX) offers investors a convenient way to access a diversified portfolio of large-cap U.S. value stocks. It tracks the Russell Top 200 Value Index, providing exposure to companies considered undervalued by fundamental metrics. BlackRock's management and relatively tight tracking error contribute to its attractiveness. The ETF is best suited for long-term investors who believe in the value investing philosophy and seek diversified exposure to this market segment.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- Morningstar
- Yahoo Finance
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market data is subject to change. Investors should consult with a qualified 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 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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