(IWV) Russell 3000 - NYSE

ETF Category: Large Blend | Exchange: NYSE (USA) | Market Cap: 19.102m USD | Total Return: 26.7% in 12m

Equities, Index Funds, Derivatives, Cash Equivalents
Total Rating 58
Safety 35
Buy Signal -0.37
Large Blend
Category Rotation: -9.4
TER: 0.20%
AUM: 19.1B
Avg Turnover: 91.7M
Risk 3d forecast
Volatility17.0%
VaR 5th Pctl3.21%
VaR vs Median5.05%
Reward TTM
Sharpe Ratio1.60
Rel. Str. IBD57.9
Rel. Str. Peer Group47.3
Character TTM
Beta1.009
Beta Downside1.017
Hurst Exponent0.512
Drawdowns 3y
Max DD19.28%
CAGR/Max DD1.10
CAGR/Mean DD9.58

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: IWV Russell 3000

The iShares Russell 3000 ETF (IWV) tracks a broad-market index designed to provide exposure to the entire U.S. equity universe, ranging from micro-cap to large-cap companies. The fund maintains a policy of investing at least 80% of its assets in the underlying index components, while utilizing the remaining 20% for liquidity and risk management through derivatives and cash equivalents.

As a Large Blend ETF, the fund captures approximately 98% of the investable U.S. stock market, serving as a benchmark for diversified domestic equity performance. This business model relies on passive management to minimize tracking error and lower expense ratios compared to actively managed funds. Investors looking for deeper fundamental insights into these holdings can explore the data available on ValueRay.

Headlines to Watch Out For
  • Federal Reserve interest rate trajectory dictates broad equity market valuations
  • U.S. GDP growth outlook drives earnings for diversified constituents
  • Mega-cap technology sector performance disproportionately influences total fund returns
  • Systematic fund inflows and outflows impact underlying index liquidity and pricing
What is the price of IWV shares?

As of June 20, 2026, the stock is trading at USD 424.90 with a total of 159,383 shares traded.
Over the past week, the price has changed by +1.45%, over one month by +1.99%, over three months by +13.47% and over the past year by +26.66%.

Is IWV a buy, sell or hold?

Russell 3000 has no consensus analysts rating.