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iShares Russell Top 200 Value ETF(IWX)
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 IWX
11/13/2026: IWX (3-star) is a STRONG-BUY. BUY for 20 days. Simulated Profits (2.70%). Updated daily EoD!
The iShares Russell Top 200 Value ETF (IWX) provides targeted exposure to the largest-capitalization U.S. value stocks by tracking the Russell Top 200 Value Index. Its primary strength lies in its focus on established, often dividend-paying firms, backed by the operational quality of iShares. It is best suited for long-term investors aiming to balance growth-heavy portfolios or those seeking core value exposure. Key risks include underperformance relative to growth stocks during market rallies and exposure to broader U.S. market volatility. Investors should monitor valuation trends and the fund's expense ratio against lower-cost peers in the large-cap value space.
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 | Weak fit | This fund focuses on value factors and lacks exposure to high-growth, innovative companies. |
| Momentum investor | Weak fit | Value stocks often exhibit lower relative momentum compared to growth-oriented market leaders. |
| Value investor | Strong fit | The fund is explicitly designed to capture the value factor among the largest, most established U.S. companies. |
| Dividend/Income investor | Strong fit | Large-cap value companies typically pay consistent dividends, making this suitable for income-focused portfolios. |
| Low-risk investor | Mixed fit | While large-cap stocks are generally stable, value stocks can still experience significant market drawdown during economic shifts. |
Investor Profile
Ideal Investor Profile
Long-term investors seeking exposure to large, stable U.S. companies with reasonable valuations and dividend potential.
Suitability
Best suited for passive, long-term investors looking to build a balanced, value-tilted core portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Market fluctuations can impact short-term performance, though large-cap value stocks are generally less volatile than growth or small-cap stocks. |
| Market risk | Medium / high | The fund is subject to systemic market declines that affect all U.S. equities. |
| Concentration | Medium | By focusing on the Top 200 companies, the fund is less diversified than total market funds. |
| Tracking/expense | Low | The passive management approach maintains tight tracking against the benchmark index. |
| Liquidity | Low | The underlying assets are highly liquid, minimizing execution risk for investors. |
| Business/sector quality | Low | The fund primarily holds mature, established businesses, reducing speculative business model risk. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
IWX generally experiences lower volatility than broader market or growth-focused indices due to the defensive nature of its value holdings.
Market Risk
The fund faces significant exposure to domestic macroeconomic conditions and the performance of large-cap U.S. corporations.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-cap U.S. Equities | 99.5 | This fund offers broad exposure to the largest U.S. companies classified as value stocks. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | Minimal cash held for operational liquidity and trade settlement purposes. |
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 53.89% | Avg. Invested days 101 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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