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IWV - ETF AI Analysis
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iShares Russell 3000 ETF (IWV)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several key positions, such as Nvidia, Broadcom, and Alphabet, have delivered strong year-to-date performance, boosting the ETF’s returns.
Broad Sector Diversification
The ETF is spread across multiple sectors, including technology, financials, and consumer cyclical, reducing reliance on any single industry.
Low Expense Ratio
The fund’s expense ratio is relatively low, making it cost-effective for long-term investors.
Negative Factors
High Concentration in Technology
Over one-third of the portfolio is allocated to technology, increasing vulnerability to sector-specific downturns.
Limited International Exposure
The ETF is heavily focused on U.S. companies, with minimal exposure to global markets, which limits geographic diversification.
Mixed Performance Among Holdings
While some top holdings have performed well, others like Amazon and Apple have shown weaker year-to-date gains, potentially dragging overall returns.
IWV vs. SPDR S&P 500 ETF (SPY)
AUM18.30B
RegionNorth America
Expense Ratio0.20%
Beta1.00
IssueriShares
Inception DateMay 22, 2000
Dividend Yield0.94%
Asset ClassEquity
Index TrackedRussell 3000
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume131,478
30 Day Avg. Volume200,259
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
451.95Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering2555
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IWV Summary
The iShares Russell 3000 ETF (IWV) is an investment fund that gives you access to the entire U.S. stock market by tracking the Russell 3000 Index. This means it includes a mix of large, well-known companies like Microsoft and Apple, as well as smaller, growing businesses. It’s a great option for investors who want broad exposure to the U.S. economy in one simple investment, offering diversification across many industries, including technology, healthcare, and finance. However, since it mirrors the overall market, its value can go up and down depending on how the U.S. economy performs.
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
The iShares Russell 3000 ETF leans heavily on technology, with giants like Nvidia and Apple driving much of its performance. Nvidia’s long-term growth story in AI is promising, but recent momentum has cooled, while Apple’s steady gains reflect its resilience despite valuation concerns. Alphabet’s strong showing in AI and cloud services is a bright spot, boosting the fund’s tech exposure. On the flip side, Microsoft and Meta have been lagging, weighing on returns. With a clear tilt toward U.S. tech, the fund’s fortunes are closely tied to the sector’s ups and downs.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 6.49% | $1.20B | $4.49T | 31.92% | 76 Outperform | |
| Apple | 6.13% | $1.13B | $4.10T | 13.10% | 79 Outperform | |
| Microsoft | 5.35% | $986.86M | $3.66T | 6.58% | 79 Outperform | |
| Amazon | 3.35% | $618.21M | $2.44T | 0.66% | 71 Outperform | |
| Broadcom | 2.88% | $530.30M | $1.92T | 125.42% | 76 Outperform | |
| Alphabet Class A | 2.81% | $517.54M | $3.83T | 63.87% | 85 Outperform | |
| Alphabet Class C | 2.29% | $422.44M | $3.83T | 63.18% | 82 Outperform | |
| Meta Platforms | 2.14% | $394.70M | $1.66T | 2.76% | 76 Outperform | |
| Tesla | 1.92% | $353.14M | $1.48T | 6.28% | 73 Outperform | |
| Berkshire Hathaway B | 1.36% | $251.54M | $1.06T | 6.29% | 66 Neutral |
IWV Technical Analysis
Positive
―
Price Trends
382.55
Positive
374.60
Positive
350.92
Positive
Market Momentum
2.30
Negative
61.54
Neutral
73.10
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 382.98, equal to the 50-day MA of 382.55, and equal to the 200-day MA of 350.92, indicating a bullish trend. The MACD of 2.30 indicates Negative momentum. The RSI at 61.54 is Neutral, neither overbought nor oversold. The STOCH value of 73.10 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
390.83
48.12
14.04%
VTI
Vanguard Total Stock Market ETF
―
―
―
VIG
Vanguard Dividend Appreciation ETF
―
―
―
ITOT
iShares Core S&P Total U.S. Stock Market ETF
―
―
―
QUAL
iShares MSCI USA Quality Factor ETF
―
―
―
VTHR
Vanguard Russell 3000 ETF
―
―
―
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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