IWX
iShares Russell Top 200 Value ETF
1W: +1.0%
1M: +2.6%
3M: +10.6%
YTD: +17.6%
1Y: +28.6%
3Y: +66.0%
5Y: +83.1%
$109.78
+0.92 (+0.85%)
Weekly Expected Move ±1.5%
$105
$107
$108
$110
$111
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Key Statistics
AUM$3.6B
Holdings152
Top 10 Wt38.8%
Volume310,362
Avg Volume305,322
Beta0.74
Portfolio Fundamentals
P/E28.7
P/B7.2
Div Yield1.60%
ROE27.1%
% Profitable92%
Inception2009-09-28
Sector Allocation
Technology
22.0%
Financial Services
20.4%
Healthcare
13.7%
Consumer Cyclical
10.9%
Industrials
8.4%
Consumer Defensive
8.0%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 8.42% | $329.1M | 988,094 |
| 2 | AMAZON.COM INC | AMZN | 7.87% | $307.7M | 1,325,793 |
| 3 | MICROSOFT CORP | MSFT | 5.41% | $211.5M | 553,985 |
| 4 | JPMORGAN CHASE & CO | JPM | 3.60% | $140.8M | 398,751 |
| 5 | BERKSHIRE HATHAWAY INC CLASS B | BRK-B | 3.52% | $137.5M | 277,747 |
| 6 | EXXONMOBIL HOLDINGS CORP | XOM | 2.49% | $97.4M | 620,784 |
| 7 | JOHNSON & JOHNSON | JNJ | 2.42% | $94.7M | 359,373 |
| 8 | CISCO SYSTEMS INC | CSCO | 1.72% | $67.3M | 589,224 |
| 9 | WALMART INC | WMT | 1.68% | $65.5M | 598,425 |
| 10 | ABBVIE INC | ABBV | 1.61% | $63.0M | 243,002 |