IWV ETF Analysis: Russell 3000 | NYSE

Large Blend | NYSE, USA | Market Cap: 20.451m USD | 12M Return: 15.7% | US4642876894 | Charts, Fundamentals & Technical Analysis

US Equities, Large Cap, Mid Cap, Small Cap
Total Rating 58
Safety 53
Buy Signal 0.14
Large Blend
Category Rotation: +7.2
TER: 0.20%
AUM: 20.5B
Avg Turnover: 58.9M
Risk 3d forecast
Volatility11.1%
VaR 5th Pctl2.08%
VaR vs Median4.27%
Reward TTM
Sharpe Ratio0.86
Rel. Str. IBD63.7
Rel. Str. Peer Group43.1
Character TTM
Beta1.003
Beta Downside1.008
Hurst Exponent0.503
Drawdowns 3y
Max DD19.28%
CAGR/Max DD1.17
CAGR/Mean DD11.88

Warnings

No concerns identified

Tailwinds

Shakeout

Seasonality 11.7 years of data

Jan -0.1% 7
Feb -1.1% 21
Mar -0.3% 15
Apr +0.1% 5
May +1.3% 9
Jun -0.1% 8
Jul +0.9% 19
Aug -0.1% 7
Sep -0.9% 28
Oct -1.3% 15
Nov +2.9% 40
Dec -0.0% 2

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: IWV Russell 3000

The iShares Russell 3000 ETF (IWV) is a passively managed exchange-traded fund that seeks to track the performance of the Russell 3000 Index, which measures the broad U.S. equity market. The fund invests at least 80% of its assets in the component securities of the underlying index, with the remaining up to 20% allocated to derivatives such as futures, options, and swap contracts, as well as cash and cash equivalents. As one of BlackRocks iShares products, IWV offers investors diversified exposure to large-, mid-, and small-cap U.S. companies across multiple sectors through a single fund vehicle.

Headlines to Watch Out For
  • U.S. equity market rally lifts Russell 3000 holdings
  • Passive investing flows boost ETF assets under management
  • Expense fee competition pressures BlackRock from Vanguard and Schwab
What is the price of IWV shares?

As of October 05, 2026, the stock is trading at USD 436.16 with a total of 152,885 shares traded. Over the past week, the price has changed by -0.14%, over one month by +0.48%, over three months by +2.80% and over the past year by +15.68%.

Current recommended Stop Loss: 427.70 (which is 1.9% or 2.3 ATR below the current price).

Is IWV a buy, sell or hold?

Russell 3000 has no consensus analysts rating.