IWX ETF Analysis: Russell Top 200 Value | NYSE
Large Value | NYSE, USA | Market Cap: 3.882m USD | 12M Return: 30.7% | Charts, Fundamentals & Technical Analysis
Avg Turnover: 45.4M
Warnings
No concerns identified
Tailwinds
Seasonality 10.5 years of data
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.
The iShares Russell Top 200 Value ETF (IWX) operates as a passively managed index fund that allocates at least 80% of its assets to the component securities of its underlying benchmark, with the remaining up to 20% available for futures, options, swap contracts, and cash equivalents.
The fund tracks the Russell Top 200 Value Index, which targets the value segment of the largest U.S. equities by selecting large-cap companies exhibiting value characteristics such as lower price-to-book and price-to-earnings ratios. As a Large Value ETF, IWX provides exposure to established U.S. companies trading at relative discounts to their fundamentals, distinguishing it from growth-oriented large-cap strategies.
- Fed rate cuts pressure regional bank holdings
- Value rotation accelerates as growth stocks underperform
- Energy sector weightings lift returns on oil rebound
As of July 29, 2026, the stock is trading at USD 109.78 with a total of 310,362 shares traded. Over the past week, the price has changed by +1.61%, over one month by +4.24%, over three months by +11.93% and over the past year by +30.73%.
Current recommended Stop Loss: 107.90 (which is 1.7% or 1.9 ATR below the current price).
Russell Top 200 Value has no consensus analysts rating.