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IWV - ETF AI Analysis
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iShares Russell 3000 ETF (IWV)
Rating:73Outperform
Price Target:―
Positive Factors
Broad U.S. Market Exposure
The fund holds a wide range of U.S. stocks across the market, giving investors broad exposure in a single ETF.
Strong Presence in Growth Sectors
Large weights in technology and communication services position the fund to benefit when growth-oriented sectors do well.
Low Expense Ratio for a Broad Index
The fund’s relatively low ongoing fee helps investors keep more of their returns over time.
Negative Factors
Heavy Tilt Toward a Few Mega-Cap Tech Names
A significant portion of the portfolio is concentrated in a small group of large technology-related companies, increasing reliance on their performance.
Recent Weakness in Several Top Holdings
Many of the largest positions have shown weak year-to-date performance, which has weighed on the fund’s overall results so far.
Limited International Diversification
The ETF is overwhelmingly invested in U.S. companies, offering very little exposure to markets outside the United States.
IWV vs. SPDR S&P 500 ETF (SPY)
AUM18.42B
RegionNorth America
Expense Ratio0.20%
Beta1.00
IssueriShares
Inception DateMay 22, 2000
Dividend Yield0.95%
Asset ClassEquity
Index TrackedRussell 3000
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume288,419
30 Day Avg. Volume240,819
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
468.73Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering2567
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
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 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 most of the U.S. stock market and participate in its long-term growth. A key risk is that its value can rise or fall with the overall U.S. stock market, especially large tech stocks.
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 all about U.S. mega-cap tech calling the shots. Nvidia is treading water after a big run, while Apple, Microsoft, and Meta are losing steam and quietly weighing on returns. In contrast, Alphabet and Amazon are two bright spots, with rising share prices helping to offset some of that tech fatigue. With several of its biggest positions clustered in Big Tech and AI-related names, the fund is heavily tied to the mood of the U.S. technology trade, even though it technically spans the entire domestic market.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 6.64% | $1.23B | $4.49T | 35.01% | 76 Outperform | |
| Apple | 5.82% | $1.08B | $3.87T | 7.96% | 79 Outperform | |
| Microsoft | 4.47% | $828.55M | $2.95T | -3.66% | 79 Outperform | |
| Amazon | 2.97% | $549.22M | $2.16T | -9.64% | 71 Outperform | |
| Alphabet Class A | 2.66% | $492.94M | $3.66T | 63.72% | 85 Outperform | |
| Broadcom | 2.33% | $430.61M | $1.58T | 45.81% | 76 Outperform | |
| Alphabet Class C | 2.17% | $402.18M | $3.66T | 62.42% | 82 Outperform | |
| Meta Platforms | 2.12% | $392.63M | $1.62T | -8.60% | 76 Outperform | |
| Tesla | 1.75% | $324.47M | $1.54T | 14.08% | 73 Outperform | |
| Berkshire Hathaway B | 1.39% | $257.34M | $1.09T | 3.16% | 66 Neutral |
IWV Technical Analysis
Positive
―
Price Trends
390.69
Positive
385.60
Positive
368.12
Positive
Market Momentum
-0.28
Positive
49.17
Neutral
39.45
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 392.18, equal to the 50-day MA of 390.69, and equal to the 200-day MA of 368.12, indicating a neutral trend. The MACD of -0.28 indicates Positive momentum. The RSI at 49.17 is Neutral, neither overbought nor oversold. The STOCH value of 39.45 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
390.28
45.76
13.28%
VTI
Vanguard Total Stock Market ETF
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―
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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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QUAL
iShares MSCI USA Quality Factor ETF
―
―
―
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.
Disclaimer
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.Date of analysis: ―
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