Summary
IWX Chart
Should iShares Russell Top 200 Value ETF (IWX) Be on Your Investing Radar?
Designed to provide broad exposure to the Large Cap Value segment of the US equity market, the iShares Russell Top 200 Value ETF (IWX) is a passively managed exchange traded fund launched on September 22, 2009.
Value Investing: IWX's Top 200 Strategy Offers Strong Returns In Short To Long Term
iShares Russell Top 200 Value ETF (IWX) is initiated with a buy rating, positioned for record annual returns in 2026 amid a shift to value stocks. IWX's portfolio of 150 large-cap value stocks, low expense ratio, strong liquidity, and decent yield make it a compelling long-term holding. Robust earnings growth in value-heavy sectors and attractive valuations underpin IWX's potential for continued outperformance into 2027.
Should iShares Russell Top 200 Value ETF (IWX) Be on Your Investing Radar?
Looking for broad exposure to the Large Cap Value segment of the US equity market? You should consider the iShares Russell Top 200 Value ETF (IWX), a passively managed exchange traded fund launched on September 22, 2009.
iShares Russell Top 200 Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 131,189 | $12.05M | $14.46M | $2.41M | 20% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 48,575 | $5.11M | $5.47M | $363,310 | 7.11% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 961 | $85,103.94 | $108,439.24 | $23,335.3 | 27.42% |
| BS Bill Scoggins FIRST CITIZENS INVESTOR SERVICES Inc. | 442,953 | $38.93M | $48.83M | $9.9M | 25.42% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 13,362 | $897,025.89 | $1.5M | $598,716.39 | 66.74% |
iShares Russell Top 200 Value ETF (IWX) FAQ
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iShares Russell Top 200 Value ETF Profile
| ARCA Exchange | US Country |
Overview
This company operates as an investment fund that strategically focuses on replicating the performance of its underlying index. It commits at least 80% of its assets to securities that are part of its target index, including equivalent economic investments such as depositary receipts. The fund's investment approach is designed to closely follow the index's performance by investing in a mix of direct securities and derivative instruments that offer similar economic outcomes to the index components. By maintaining this investment discipline, the fund seeks to offer investors an effective way to gain exposure to the specific market segment represented by the underlying index.
Products and Services
- Index-based Investments
The core offering includes investments that directly mirror the holdings and performance of the specified underlying index. By allocating at least 80% of its assets to such securities or their economic equivalents, including depositary receipts, the company enables investors to participate in the growth and income potential of the index components.
- Derivative Instruments
Complementing its index-based investments, the fund may allocate up to 20% of its assets to futures, options, and swap contracts. These financial instruments are used to manage risk, enhance returns, or both, by creating exposure to the underlying index's performance without the need to directly hold index securities. This approach provides flexibility in portfolio management and can offer additional avenues for returns.
- Cash and Cash Equivalents
Part of the fund's strategy includes holding a portion of its assets in cash or cash equivalents. This not only provides liquidity, necessary for operational purposes such as redemptions and expense management, but also serves as a risk management tool. By having readily accessible liquid assets, the fund can more effectively respond to market volatility and take advantage of new investment opportunities as they arise.
