— Know what they know.
Not Investment Advice

IWX

iShares Russell Top 200 Value ETF
1W: +0.5% 1M: +4.7% 3M: +4.0% YTD: +23.9% 1Y: +28.7% 3Y: +87.7% 5Y: +81.4%
Error: Binder Error: Contents of view were altered: types don't match! Expected [VARCHAR, VARCHAR, VARCHAR, DOUBLE, DOUBLE, DOUBLE, BIGINT, DOUBLE, DOUBLE, DOUBLE, DOUBLE, DOUBLE, DOUBLE, DOUBLE, DOUBLE, DOUBLE, DOUBLE, VARCHAR], but found [VARCHAR, VARCHAR, VARCHAR, DOUBLE, DOUBLE, DOUBLE, BIGINT, DOUBLE, DOUBLE, DOUBLE, DOUBLE, DOUBLE, DOUBLE, DOUBLE, DOUBLE, DOUBLE, BIGINT, VARCHAR] instead
ETF AMEX · AUM $3.9B
Key Statistics
AUM$3.9B
Holdings152
Top 10 Wt40.7%
Volume185,619
Avg Volume468,971
Beta0.79
Portfolio Fundamentals
P/E26.5
P/B6.9
Div Yield1.53%
ROE28.7%
% Profitable92%
Inception2009-09-28
Sector Allocation
Technology 24.3%
Financial Services 18.8%
Healthcare 13.9%
Consumer Cyclical 11.0%
Consumer Defensive 8.1%
Industrials 7.2%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 APPLE AAPL 8.35% $324.4M 934,590
2 AMAZON.COM INC AMZN 8.17% $317.4M 1,254,038
3 MICROSOFT MSFT 7.16% $278.4M 524,013
4 BERKSHIRE HATHAWAY INC CLASS B BRK-B 3.67% $142.6M 262,693
5 JPMORGAN CHASE & CO JPM 3.26% $126.7M 377,181
6 EXXONMOBIL HOLDINGS CORP XOM 2.69% $104.5M 580,774
7 JOHNSON & JOHNSON JNJ 2.35% $91.3M 339,902
8 WALMART WMT 1.74% $67.5M 566,020
9 ABBVIE ABBV 1.69% $65.8M 229,763
10 CISCO SYSTEMS INC CSCO 1.60% $62.1M 557,334

Recent Holding Changes

Date Holding Change Details
2026-10-26 CARR Changed 110000 → 110161
2026-10-26 T Changed 941067 → 942447
2026-10-26 VLO Changed 35552 → 35604
2026-10-26 VZ Changed 589747 → 590612
2026-10-26 SRE Changed 92105 → 92240

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms