IWX
iShares Russell Top 200 Value ETF
1W: -1.3%
1M: -2.2%
3M: +2.0%
YTD: +18.8%
1Y: +25.4%
3Y: +75.0%
5Y: +78.5%
$109.92
+0.52 (+0.48%)
Weekly Expected Move ±1.2%
$107
$109
$110
$111
$113
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Key Statistics
AUM$3.5B
Holdings152
Top 10 Wt40.7%
Volume156,952
Avg Volume361,457
Beta0.79
Portfolio Fundamentals
P/E26.4
P/B6.8
Div Yield1.61%
ROE28.6%
% Profitable91%
Inception2009-09-28
Sector Allocation
Technology
24.5%
Financial Services
18.9%
Healthcare
14.0%
Consumer Cyclical
10.9%
Consumer Defensive
7.9%
Industrials
7.3%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | APPLE | AAPL | 8.39% | $319.5M | 944,166 |
| 2 | AMAZON.COM INC | AMZN | 8.19% | $311.8M | 1,266,890 |
| 3 | MICROSOFT | MSFT | 7.08% | $269.6M | 529,382 |
| 4 | BERKSHIRE HATHAWAY INC CLASS B | BRK-B | 3.51% | $133.5M | 265,388 |
| 5 | JPMORGAN CHASE & CO | JPM | 3.37% | $128.3M | 381,045 |
| 6 | EXXONMOBIL HOLDINGS CORP | XOM | 2.50% | $95.4M | 586,724 |
| 7 | JOHNSON & JOHNSON | JNJ | 2.45% | $93.4M | 343,388 |
| 8 | INTEL CORPORATION | INTC | 1.98% | $75.5M | 651,114 |
| 9 | WALMART | WMT | 1.63% | $62.2M | 571,823 |
| 10 | ABBVIE | ABBV | 1.62% | $61.8M | 232,184 |