IWV ETF Analysis: Russell 3000 | NYSE

Large Blend | NYSE, USA | Market Cap: 20.368m USD | 12M Return: 22% | US4642876894 | Charts, Fundamentals & Technical Analysis

US Equities, Large Cap, Mid Cap, Small Cap
Total Rating 59
Safety 49
Buy Signal -0.11
Large Blend
Category Rotation: +1.6
TER: 0.20%
AUM: 20.4B
Avg Turnover: 68.2M
Risk 3d forecast
Volatility10.6%
VaR 5th Pctl1.99%
VaR vs Median4.69%
Reward TTM
Sharpe Ratio1.28
Rel. Str. IBD50.3
Rel. Str. Peer Group57.2
Character TTM
Beta1.003
Beta Downside1.007
Hurst Exponent0.513
Drawdowns 3y
Max DD19.28%
CAGR/Max DD1.17
CAGR/Mean DD10.97

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 11.6 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 -0.2% 14
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 August 15, 2026, the stock is trading at USD 442.50 with a total of 75,467 shares traded. Over the past week, the price has changed by +0.50%, over one month by +3.40%, over three months by +4.75% and over the past year by +21.97%.

Current recommended Stop Loss: 436.60 (which is 1.3% or 1.4 ATR below the current price).

Is IWV a buy, sell or hold?

Russell 3000 has no consensus analysts rating.