IWV - ETF AI Analysis
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iShares Russell 3000 ETF (IWV)
Rating:73Outperform
Price Target:―
Positive Factors
Broad Market Exposure
The ETF holds a wide range of U.S. stocks across the Russell 3000 index, giving investors broad exposure to the overall U.S. equity market.
Strong Performance from Key Holdings
Several of the largest positions, including major technology names, have delivered strong gains this year, supporting the fund’s recent performance.
Diversified Sector Mix
Holdings spread across technology, financials, health care, consumer sectors, and more help reduce the impact if any single industry runs into trouble.
Negative Factors
Heavy Tilt Toward Technology
With a large share of assets in technology stocks, the fund may be more sensitive to swings in that sector than a more evenly balanced portfolio.
Concentration in a Few Mega-Cap Stocks
A small group of very large companies makes up a meaningful portion of the ETF, increasing the impact that problems at those firms could have on overall returns.
Limited International Diversification
The ETF is overwhelmingly invested in U.S. companies, offering little exposure to markets outside the United States.
IWV vs. SPDR S&P 500 ETF (SPY)
AUM20.29B
RegionNorth America
Expense Ratio0.20%
Beta1.00
IssueriShares
Inception DateMay 22, 2000
Dividend Yield0.87%
Asset ClassEquity
Index TrackedRussell 3000
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume122,762
30 Day Avg. Volume166,083
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
527.48Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering2582
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IWV Summary
The iShares Russell 3000 ETF (IWV) is a fund that aims to track the Russell 3000 Index, which covers almost the entire U.S. stock market. It holds about 3,000 companies of all sizes, from big names like Apple and Nvidia to many 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, instead of picking individual stocks. A key risk is that it can rise or fall with the overall U.S. stock market, so its value may drop during market downturns.
How much will it cost me?The iShares Russell 3000 ETF (IWV) has an expense ratio of 0.2%, meaning you’ll pay $2 per year for every $1,000 invested. This is lower than average for actively managed funds but slightly higher than some passively managed ETFs, as it tracks a broad index covering the entire U.S. stock market.
What would affect this ETF?The iShares Russell 3000 ETF (IWV) could benefit from growth in the technology sector, which makes up a significant portion of its holdings, as well as strong performance from top companies like Nvidia, Microsoft, and Apple. However, rising interest rates or economic slowdowns could negatively impact consumer spending and the financial sector, which are also key components of the ETF. Regulatory changes or geopolitical tensions affecting major U.S. companies could further influence its performance.
IWV Top 10 Holdings
IWV’s story is largely written by Big Tech, with Microsoft and Nvidia leading the charge as rising stars thanks to strong momentum in cloud and AI. Apple and Amazon are more mixed, with recent choppiness suggesting some steam has come off their rallies, even though they still anchor the fund’s long-term growth. Alphabet adds steady, if slightly volatile, support on the digital advertising and AI front. On the downside, Meta and Tesla have been lagging, acting as small speed bumps rather than roadblocks. Overall, it’s a U.S.-only fund heavily tilted toward technology and growth leaders.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.09% | $1.44B | $5.52T | 26.03% | 76 Outperform | |
| Apple | 6.58% | $1.33B | $4.96T | 30.77% | 79 Outperform | |
| Microsoft | 5.01% | $1.02B | $3.70T | -2.64% | 79 Outperform | |
| Amazon | 3.28% | $664.05M | $2.75T | 14.32% | 71 Outperform | |
| Alphabet Class A | 2.70% | $547.58M | $4.27T | 39.29% | 85 Outperform | |
| Meta Platforms | 2.31% | $469.18M | $1.88T | 3.83% | 76 Outperform | |
| Broadcom | 2.21% | $447.40M | $1.74T | 4.24% | 76 Outperform | |
| Alphabet Class C | 2.18% | $442.46M | $4.27T | 37.49% | 82 Outperform | |
| Micron | 1.65% | $334.34M | $1.24T | 588.98% | 79 Outperform | |
| Tesla | 1.49% | $303.06M | $1.50T | -10.73% | 73 Outperform |
IWV Technical Analysis
Positive
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Price Trends
432.31
Positive
426.77
Positive
406.80
Positive
Market Momentum
0.65
Negative
54.85
Neutral
73.30
Neutral
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 undefined is equal to the 20-day moving average (MA) of 433.89, equal to the 50-day MA of 432.31, and equal to the 200-day MA of 406.80, indicating a bullish trend. The MACD of 0.65 indicates Negative momentum. The RSI at 54.85 is Neutral, neither overbought nor oversold. The STOCH value of 73.30 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
Performance Comparison
IWV
iShares Russell 3000 ETF
436.77
63.48
17.01%
VTI
Vanguard Total Stock Market ETF
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VIG
Vanguard Dividend Appreciation ETF
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ITOT
iShares Core S&P Total U.S. Stock Market ETF
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DFAC
Dimensional U.S. Core Equity 2 ETF
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VTHR
Vanguard Russell 3000 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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