IWX
iShares Russell Top 200 Value ETF
📎 Investment Objective
The iShares Russell Top 200 Value ETF (IWX) seeks to track the investment results of an index composed of large-capitalization U.S. value stocks.
Overview
ETF tracking iShares Russell Top 200 Value ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The iShares Russell Top 200 Value ETF (IWX) seeks to track the investment results of an index composed of large-capitalization U.S. value stocks.
🎯 Investment Strategy
The ETF employs a passively managed, index-based approach, investing in a representative sample of stocks included in the Russell Top 200 Value Index. The fund aims to provide exposure to large-cap U.S. companies that are considered undervalued relative to their fundamental financial metrics.
✨ Key Features
- Provides exposure to large-cap U.S. value stocks
- Tracks the Russell Top 200 Value Index, a benchmark of the largest value companies
- Employs a passively managed, index-based investment approach
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The value of the fund's holdings may decline due to general market conditions
- Sector concentration risk: The fund may be more susceptible to the economic, market, political or regulatory conditions affecting a particular sector
- Style risk: The fund's value orientation may underperform growth or other investment styles
- Liquidity risk: The fund may experience difficulties in buying or selling certain holdings
👤 Best For
This ETF may be suitable for long-term investors seeking exposure to large-cap U.S. value stocks as part of a diversified portfolio. It may be particularly attractive to investors with a value-oriented investment approach who are willing to accept the risks associated with investing in a concentrated sector.
Top Holdings
| Rank | Ticker | Name | Weight | Sector |
|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC CLASS B | 4.74% | Financials |
| 2 | JPM | JPMORGAN CHASE & CO | 4.30% | Financials |
| 3 | AMZN | AMAZON COM INC | 3.14% | Consumer Discretionary |
| 4 | GOOGL | ALPHABET INC CLASS A | 2.88% | Communication |
| 5 | XOM | EXXON MOBIL CORP | 2.58% | Energy |
| 6 | JNJ | JOHNSON & JOHNSON | 2.35% | Health Care |
| 7 | GOOG | ALPHABET INC CLASS C | 2.35% | Communication |
| 8 | WMT | WALMART INC | 2.01% | Consumer Staples |
| 9 | PG | PROCTER & GAMBLE | 1.74% | Consumer Staples |
| 10 | BAC | BANK OF AMERICA CORP | 1.64% | Financials |
| 11 | CSCO | CISCO SYSTEMS INC | 1.54% | Information Technology |
| 12 | UNH | UNITEDHEALTH GROUP INC | 1.52% | Health Care |
| 13 | CVX | CHEVRON CORP | 1.50% | Energy |
| 14 | IBM | INTERNATIONAL BUSINESS MACHINES CO | 1.42% | Information Technology |
| 15 | WFC | WELLS FARGO | 1.37% | Financials |