(IWX) Russell Top 200 Value - NYSE
ETF Category: Large Value | Exchange: NYSE (USA) | Market Cap: 3.459m USD | Total Return: 27.5% in 12m
Avg Turnover: 11.0M
Warnings
No concerns identified
Tailwinds
No distinct edge detected
The iShares Russell Top 200 Value ETF (IWX) tracks an index composed of large-capitalization U.S. equities exhibiting value characteristics, such as lower price-to-book ratios and lower forecasted growth values. The fund maintains a mandate to invest at least 80% of its assets in the component securities of its underlying index, utilizing a representative sampling strategy to manage its portfolio.
The value sector typically features established companies in mature industries like financials, healthcare, and industrials that pay consistent dividends. This business model focuses on capital preservation and steady income rather than the aggressive reinvestment cycles seen in growth-oriented technology firms. For deeper insights into these valuation metrics, consider reviewing the detailed breakdowns available on ValueRay.
Launched in 2009, this ETF provides targeted exposure to the largest 200 companies in the U.S. equity market that are perceived as undervalued relative to their intrinsic worth. To optimize liquidity and tracking efficiency, the fund may allocate up to 20% of its assets to futures, options, swap contracts, and cash equivalents.
- Financial and healthcare sector earnings drive underlying index performance
- Federal Reserve interest rate policy impacts value-oriented equity valuations
- Dividend yield spreads relative to Treasury bonds influence capital inflows
- Economic cycle shifts dictate rotation from growth to large-cap value stocks
As of June 09, 2026, the stock is trading at USD 103.51 with a total of 109,192 shares traded.
Over the past week, the price has changed by +0.15%,
over one month by +1.70%,
over three months by +9.51% and
over the past year by +27.45%.
Russell Top 200 Value has no consensus analysts rating.