IWL - ETF AI Analysis
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iShares Russell Top 200 ETF (IWL)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Overall Performance
The ETF has delivered solid gains so far this year and in recent months, showing strong momentum.
Leading Technology and Growth Names
Top holdings like Nvidia, Apple, Amazon, Alphabet, Broadcom, and Micron have generally shown strong or improving performance, helping drive the fund’s returns.
Low Expense Ratio
The fund’s relatively low fee means more of the investment gains stay in investors’ pockets over time.
Negative Factors
Heavy Concentration in a Few Stocks
A large share of the portfolio is tied up in a small number of big tech and growth companies, increasing the impact if any of them stumble.
Mixed Results Among Top Holdings
Some major positions like Microsoft, Meta, and Tesla have shown weaker performance recently, which can drag on the ETF’s returns.
Very High U.S. Exposure
Almost all of the fund’s assets are invested in U.S. companies, offering very limited geographic diversification.
IWL vs. SPDR S&P 500 ETF (SPY)
AUM2.19B
RegionNorth America
Expense Ratio0.15%
Beta1.04
IssueriShares
Inception DateSep 22, 2009
Dividend Yield0.83%
Asset ClassEquity
Index TrackedRussell Top 200
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume43,066
30 Day Avg. Volume44,665
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
230.86Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering201
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IWL Summary
The iShares Russell Top 200 ETF (IWL) is a fund that follows the Russell Top 200 Index, which includes many of the largest companies in the U.S. stock market. It mainly holds big, well-known names like Apple and Microsoft, along with other major technology, financial, and consumer companies. Someone might invest in IWL to get broad, one-stop exposure to many leading U.S. companies, which can help with diversification and long-term growth. A key risk is that the fund is heavily tilted toward large U.S. tech stocks, so its value can rise and fall sharply with that part of the market.
How much will it cost me?The iShares Russell Top 200 ETF (IWL) has an expense ratio of 0.15%, which means you’ll pay $1.50 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund that tracks the Russell Top 200 Index, keeping costs down compared to actively managed funds.
What would affect this ETF?The iShares Russell Top 200 ETF (IWL), with significant exposure to technology and large-cap U.S. companies like Nvidia, Microsoft, and Apple, could benefit from continued innovation and growth in the tech sector as well as a stable U.S. economy. However, it may face challenges from rising interest rates, which could negatively impact high-growth companies, and regulatory scrutiny on major tech firms. Broader economic conditions, such as a recession or geopolitical tensions, could also affect the ETF's performance given its reliance on U.S. market leaders.
IWL Top 10 Holdings
IWL is riding a powerful Big Tech and AI wave, with U.S. giants firmly in the driver’s seat. Nvidia and Microsoft are the main engines right now, both rising on enthusiasm around AI and cloud, giving the fund much of its recent spark. Micron is another bright spot, quietly adding momentum as demand for AI-related chips grows. Apple looks steadier but has lost a bit of steam lately, while Alphabet’s mixed stretch and a lagging Meta act as mild headwinds. Tesla’s choppy performance adds volatility but not dominant risk.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 8.95% | $197.85M | $5.39T | 22.80% | 76 Outperform | |
| Apple | 8.44% | $186.65M | $4.60T | 41.97% | 79 Outperform | |
| Microsoft | 6.47% | $143.07M | $3.65T | -3.42% | 79 Outperform | |
| Amazon | 4.38% | $96.78M | $2.72T | 10.40% | 71 Outperform | |
| Alphabet Class A | 3.47% | $76.63M | $4.03T | 38.37% | 85 Outperform | |
| Broadcom | 2.96% | $65.43M | $1.73T | 0.33% | 76 Outperform | |
| Alphabet Class C | 2.80% | $61.97M | $4.03T | 37.22% | 82 Outperform | |
| Meta Platforms | 2.50% | $55.35M | $1.67T | -14.72% | 76 Outperform | |
| Micron | 1.93% | $42.71M | $1.16T | 549.14% | 79 Outperform | |
| Tesla | 1.88% | $41.48M | $1.45T | -1.42% | 73 Outperform |
IWL Technical Analysis
Positive
―
Price Trends
187.81
Positive
185.13
Positive
176.76
Positive
Market Momentum
0.46
Positive
52.28
Neutral
26.55
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IWL, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 190.01, equal to the 50-day MA of 187.81, and equal to the 200-day MA of 176.76, indicating a neutral trend. The MACD of 0.46 indicates Positive momentum. The RSI at 52.28 is Neutral, neither overbought nor oversold. The STOCH value of 26.55 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IWL.
IWL Peer Comparison
Comparison Results
Performance Comparison
IWL
iShares Russell Top 200 ETF
189.95
26.83
16.45%
RWL
Invesco S&P 500 Revenue ETF
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TCAF
T. Rowe Price Capital Appreciation Equity ETF
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JQUA
JPMorgan U.S. Quality Factor ETF
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VONE
Vanguard Russell 1000 ETF
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FELC
Fidelity Enhanced Large Cap Core ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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