iShares Russell 3000 ETF
IWV - ETF AI Analysis
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iShares Russell 3000 ETF (IWV)
IWV, the iShares Russell 3000 ETF, earns a solid overall rating because it is heavily invested in high-quality leaders like Apple, Microsoft, and Alphabet, which all show strong financial performance, positive earnings outlooks, and promising growth in areas like cloud computing, AI, and services. These strengths are slightly tempered by holdings such as Tesla and Amazon, where high valuations, short-term technical weakness, and cash flow or income-related concerns introduce more risk. The main risk factor is the fund’s significant exposure to large U.S. tech and AI-focused companies, which can make performance more sensitive to shifts in technology sector sentiment and valuations.
IWV vs. SPDR S&P 500 ETF (SPY)
- AUM
- 20.32B
- Region
- North America
- Expense Ratio
- 0.20%
- Beta
- 1.00
- Issuer
- iShares
- Inception Date
- May 22, 2000
- Dividend Yield
- 0.88%
- Asset Class
- Equity
- Index Tracked
- Russell 3000
IWV Summary
The iShares Russell 3000 ETF (IWV) is a fund that aims to match the performance of the Russell 3000 Index, which covers almost the entire U.S. stock market. It holds thousands of companies, from large, famous names like Apple and Microsoft to many mid-sized and smaller firms across technology, finance, health care, and more. Someone might invest in IWV to get broad, one-stop diversification across the U.S. economy and to participate in long-term stock market growth. A key risk is that its value can rise or fall with the overall U.S. stock market, especially big tech stocks.
How much will it cost me?
IWV has an expense ratio of 0.20%, which means you’ll pay about $2 per year for every $1,000 invested. This cost is slightly higher than the cheapest index ETFs but still below many actively managed funds, because IWV is a passively managed fund that tracks the broad Russell 3000 Index.
What would affect this ETF?
Because IWV covers almost the entire U.S. stock market and is heavily tilted toward large technology and communication companies like Nvidia, Apple, Microsoft, and Alphabet, it can benefit from strong tech innovation, economic growth, and stable or falling interest rates that support higher stock prices. On the other hand, rising interest rates, a U.S. recession, tighter regulations on big tech firms, or a broad market downturn could hurt many of its largest holdings and weigh on the ETF’s overall performance.
IWV Top 10 Holdings
IWV’s story is largely written by Big Tech, with Nvidia, Apple, and Microsoft steering performance thanks to generally rising or steady trends, especially around AI and cloud. Amazon is quietly adding support, though its momentum looks a bit more mixed. On the flip side, Alphabet’s twin share classes have been lagging, acting like a small anchor on an otherwise tech-heavy ship. Tesla and Micron bring extra volatility, with Tesla rebounding recently and Micron surging over the year. Overall, this is a U.S.-only fund with a clear tilt toward large-cap technology leaders.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 AAPL | Apple | 7.03% | $1.45B | $5.06T | 29.20% | 79Outperform |
 NVDA | Nvidia | 5.54% | $1.14B | $4.07T | -10.06% | 76Outperform |
 MSFT | Microsoft | 5.29% | $1.09B | $3.96T | 2.45% | 79Outperform |
 AMZN | Amazon | 3.53% | $725.84M | $2.93T | 6.85% | 71Outperform |
 GOOGL | Alphabet Class A | 2.34% | $480.67M | $3.50T | 0.73% | 85Outperform |
 AVGO | Broadcom | 2.20% | $451.46M | $1.58T | -1.91% | 76Outperform |
 GOOG | Alphabet Class C | 1.89% | $388.46M | $3.50T | -0.38% | 82Outperform |
 META | Meta Platforms | 1.89% | $388.53M | $1.64T | 0.27% | 76Outperform |
 LLY | Eli Lilly & Co | 1.57% | $322.56M | $1.35T | 45.38% | 72Outperform |
 BRK.B | Berkshire Hathaway B | 1.50% | $307.94M | $1.25T | 18.34% | 66Neutral |
IWV Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IWV, the sentiment is Positive. The current price of 431.72 is above the 20-day moving average (MA) of 431.14, below the 50-day MA of 433.57, and above the 200-day MA of 414.32, indicating a neutral trend. The MACD of -2.36 indicates Positive momentum. The RSI at 50.49 is Neutral, neither overbought nor oversold. The STOCH value of 60.62 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IWV.
IWV Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| IWV | $431.72 | $478.00(10.72% Upside) | $20.32B | 0.20% | 73Outperform |
 VTI | $374.25 | $472.10(26.14% Upside) | $687.87B | 0.03% | 73Outperform |
 VIG | $251.84 | $286.54(13.78% Upside) | $117.10B | 0.04% | 73Outperform |
 ITOT | $165.97 | $203.32(22.50% Upside) | $95.28B | 0.03% | 73Outperform |
 DFAC | $45.17 | $54.17(19.91% Upside) | $49.16B | 0.17% | 72Outperform |
 VTHR | $335.29 | $415.94(24.05% Upside) | $4.81B | 0.06% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| IWV | iShares Russell 3000 ETF | 431.72 | 54.60 | 14.48% | |
| VTI | Vanguard Total Stock Market ETF | 374.25 | 48.06 | 14.74% | |
| VIG | Vanguard Dividend Appreciation ETF | 251.84 | 37.62 | 17.56% | |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | 165.97 | 21.17 | 14.62% | |
| DFAC | Dimensional U.S. Core Equity 2 ETF | 45.17 | 6.87 | 17.95% | |
| VTHR | Vanguard Russell 3000 ETF | 335.29 | 42.83 | 14.64% |
This 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.