(IWX) Russell Top 200 Value - Overview
ETF Category: Large Value | Exchange: NYSE ARCA (USA) | Market Cap: 3.442m USD | Total Return: 28% in 12m
Avg Turnover: 10.2M
Warnings
No concerns identified
Tailwinds
No distinct edge detected
The iShares Russell Top 200 Value ETF (IWX) provides targeted exposure to the largest U.S. companies displaying value characteristics, such as lower price-to-book ratios and higher dividend yields. The fund maintains a mandate to invest at least 80% of its assets in the component securities of its underlying index, ensuring high correlation with the large-cap value segment.
Value investing typically focuses on mature sectors like Financials, Healthcare, and Energy, where companies often prioritize capital return through dividends over aggressive growth reinvestment. This business model relies on selecting undervalued equities that the market may have mispriced relative to their intrinsic fundamental worth.
Investors can evaluate these fundamental metrics further by exploring the data available on ValueRay. The fund also retains the flexibility to allocate up to 20% of its assets to derivatives, such as futures and options, or cash equivalents to manage liquidity and track the index efficiently.
- Interest rate fluctuations impact valuations of capital-intensive financial and industrial holdings
- Corporate earnings growth in legacy sectors dictates underlying fund performance
- US economic expansion supports cyclical revenue streams for large-cap value components
- Shifts in investor preference between growth and value styles drive capital flows
- Dividend yield spreads relative to Treasury bonds influence institutional demand levels
As of May 26, 2026, the stock is trading at USD 103.09 with a total of 80,800 shares traded.
Over the past week, the price has changed by +1.64%,
over one month by +4.68%,
over three months by +6.18% and
over the past year by +28.03%.
Russell Top 200 Value has no consensus analysts rating.