IWV - ETF AI Analysis
Top Page
iShares Russell 3000 ETF (IWV)
Rating:73Outperform
Price Target:―
Positive Factors
Broad Market Exposure
The ETF tracks the Russell 3000, giving investors exposure to a very wide range of U.S. stocks in a single fund.
Leading Technology Holdings
Several of the largest positions in major technology and internet companies have shown strong or steady performance, helping support the fund’s recent gains.
Low Expense Ratio for Broad Coverage
The fund’s relatively low ongoing fee is attractive for such a diversified, core U.S. equity holding, allowing more of the returns to stay with investors.
Negative Factors
Heavy U.S. Concentration
With almost all assets in U.S. companies, the ETF offers very limited international diversification and is highly tied to the U.S. market.
Top-Heavy in Mega-Cap Tech
A significant portion of the portfolio is concentrated in a handful of large technology and communication services stocks, increasing the impact if these names struggle.
Some Large Holdings Are Lagging
A few of the biggest positions, including well-known technology and consumer names, have shown weaker recent performance, which can drag on overall returns.
IWV vs. SPDR S&P 500 ETF (SPY)
AUM19.10B
RegionNorth America
Expense Ratio0.20%
Beta1.00
IssueriShares
Inception DateMay 22, 2000
Dividend Yield0.9%
Asset ClassEquity
Index TrackedRussell 3000
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume192,668
30 Day Avg. Volume302,158
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
479.01Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering2564
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, from large, famous names like Apple and Microsoft to many mid-sized and smaller firms across technology, finance, healthcare, and more. Someone might invest in IWV to get broad diversification in one simple investment and to participate in the long-term growth of the overall U.S. economy. A key risk is that its value can rise or fall with the U.S. stock market as a whole.
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 setting the tone. Nvidia and Broadcom are powering ahead, giving the fund a strong tailwind from the AI and semiconductor boom, while Amazon and Alphabet add steady support from e-commerce and digital ads. Apple looks to be regaining its footing after a softer stretch, but Microsoft’s and Tesla’s more mixed, recently lagging moves can occasionally tap the brakes. With its top spots dominated by U.S. tech and communication giants, the fund’s broad market label still hides a clear Big Tech heartbeat.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 6.73% | $1.28B | $4.82T | 74.38% | 76 Outperform | |
| Apple | 5.78% | $1.10B | $4.06T | 39.19% | 79 Outperform | |
| Microsoft | 4.44% | $845.28M | $3.07T | -5.17% | 79 Outperform | |
| Amazon | 3.78% | $719.10M | $2.93T | 45.99% | 71 Outperform | |
| Alphabet Class A | 3.23% | $613.86M | $4.62T | 133.39% | 85 Outperform | |
| Broadcom | 2.79% | $530.03M | $1.97T | 107.50% | 76 Outperform | |
| Alphabet Class C | 2.60% | $495.12M | $4.62T | 131.12% | 82 Outperform | |
| Meta Platforms | 1.93% | $367.24M | $1.55T | 1.86% | 76 Outperform | |
| Tesla | 1.60% | $305.17M | $1.47T | 40.05% | 73 Outperform | |
| Berkshire Hathaway B | 1.25% | $238.13M | $1.01T | -8.52% | 66 Neutral |
IWV Technical Analysis
Positive
―
Price Trends
387.13
Positive
388.60
Positive
380.38
Positive
Market Momentum
6.96
Negative
67.31
Neutral
80.46
Negative
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 399.19, equal to the 50-day MA of 387.13, and equal to the 200-day MA of 380.38, indicating a bullish trend. The MACD of 6.96 indicates Negative momentum. The RSI at 67.31 is Neutral, neither overbought nor oversold. The STOCH value of 80.46 is Negative, 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
407.84
92.08
29.16%
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.
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: ―
Table of Contents