ARCA:IWX

iShares Russell Top 200 Value ETF

$ 85.71 0.06 ( +0.07%) 10:04 AM EST
PE Ratio:
50.79
PB Ratio:
2.46
Volume:
21.41K
Dividend Yield %:
1.79
Last Holding update 2025-06-23 158 Stocks (0 new)
Value $3.08 Bil Turnover 23 %
Top Holdings: BRK.B(5.94%) JPM(4.20%) XOM(3.18%) UNH(2.73%) JNJ(2.44%)
Portfolio Report
Registrant: iSHARES TRUST
To
10Y: -%
Above Low: +NaN%
Below High: NaN%
Performance Chart Fundamental Charts Technical Indicators Gurus Trades Top Holdings Sector Breakdowns Holding History Back to Top

iShares Russell Top 200 Value ETF Performance

Dividend
Log
Bar
To

Annualized Return %  

Symbol
1 Week
1 Month
3 Months
6 Months
YTD
1 Year
3 Years
5 Years
10 Years

Total Annual Return %  

Symbol
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016

iShares Russell Top 200 Value ETF Key Statistics

Name Value
Day's Open ($) 85.52
Day's Range ($) 85.375 - 85.71
Day's Volume 21,411
52-Week Range ($) 71.48 - 85.71
Beta 0.83
3-Year Sharpe Ratio 0.49
3-Year Sortino Ratio 0.77
Volatility 13.69
14-Day RSI 66.29
14-Day ATR ($) 0.663455
20-Day SMA ($) 84.491

Fundamental Data

Name Value
Market Cap (Mil $) 2,789.779
Shares Outstanding (Mil) 32.55
PE Ratio 50.79
PE Ratio (10y Range) 12.99 - 50.76
PE Ratio (10y Median) 16.9
PB Ratio 2.46
PB Ratio (10y Range) 1.66 - 2.64
PB Ratio (10y Median) 2.1

Dividend Data

Name Value
Dividends per Share (TTM) ($) 1.534
Dividend Yield % 1.79
Dividend Yield % (10y Range) 1.74 - 3.94
Dividend Yield % (10y Median) 2.12
Next Dividend Payment Date
Dividend Frequency Quarterly

IWX iShares Russell Top 200 Value ETF Fundamental Charts

Historical TTM Price-to-Earnings for IWX iShares Russell Top 200 Value ETF

Historical TTM Price-to-Earnings without NRI for IWX iShares Russell Top 200 Value ETF

Historical Price-to-Book Ratio for IWX iShares Russell Top 200 Value ETF

Historical Dividend Yields for IWX iShares Russell Top 200 Value ETF

iShares Russell Top 200 Value ETF Technical Indicators

Moving Average

Momentum

Gurus Latest Trades with ARCA:IWX

No Available Data

ARCA:IWX is held by these investors

No Available Data
iShares Russell Top 200 Value ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.B
Berkshire Hathaway Inc
343,689
183,041.9
+29.92%
5.940
+1.37%
0.020
-9.20%
+6.50%
1,040,994.7
Insurance
JPM
JPMorgan Chase & Co
527,519
129,400.4
+29.91%
4.200
+0.97%
0.020
+22.19%
+26.12%
817,986.8
Banks
XOM
Exxon Mobil Corp
825,591
98,187.5
+27.28%
3.180
+0.68%
0.020
+1.63%
+3.55%
471,431.4
Oil & Gas
UNH
UnitedHealth Group Inc
160,937
84,290.8
+29.92%
2.730
+0.63%
0.020
-31.92%
-42.66%
260,167.9
Healthcare Plans
JNJ
Johnson & Johnson
452,945
75,116.4
+29.91%
2.440
+0.56%
0.020
+10.24%
+19.04%
407,444.4
Drug Manufacturers
WMT
Walmart Inc
814,940
71,543.6
+29.91%
2.320
+0.53%
0.010
+0.69%
+7.10%
768,274.9
Retail - Defensive
PG
Procter & Gamble Co
344,251
58,667.3
+29.91%
1.900
+0.44%
0.010
+0.13%
-3.54%
371,973.3
Consumer Packaged Goods
BAC
Bank of America Corp
1,250,286
52,174.4
+29.91%
1.690
+0.39%
0.020
+23.42%
+11.85%
361,162.3
Banks
CVX
Chevron Corp
307,315
51,410.7
+23.41%
1.670
+0.32%
0.020
+11.14%
+7.89%
310,473.6
Oil & Gas
PM
Philip Morris International Inc
291,884
46,330.8
+29.91%
1.500
+0.35%
0.020
-3.20%
+38.00%
254,334.9
Tobacco Products

iShares Russell Top 200 Value ETF's Historical Top Holdings Breakdowns

iShares Russell Top 200 Value ETF's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BRK.B
Berkshire Hathaway Inc
2025-03-31
Add
Add
+1.37%
●
442.66 ($486.15) 534.52
$482.75
-0.70%
Add 29.92%
343,689
79,141
JPM
JPMorgan Chase & Co
2025-03-31
Add
Add
+0.97%
●
225.19 ($254.94) 279.95
$297.49
16.69%
Add 29.91%
527,519
121,467
XOM
Exxon Mobil Corp
2025-03-31
Add
Add
+0.68%
●
105.44 ($110.59) 118.93
$109.39
-1.09%
Add 27.28%
825,591
176,954
UNH
UnitedHealth Group Inc
2025-03-31
Add
Add
+0.63%
●
461.52 ($511.2) 548.18
$286.80
-43.90%
Add 29.92%
160,937
37,059
JNJ
Johnson & Johnson
2025-03-31
Add
Add
+0.56%
●
142.06 ($156.47) 167.7
$169.34
8.23%
Add 29.91%
452,945
104,297
WMT
Walmart Inc
2025-03-31
Add
Add
+0.53%
●
84.5 ($93.81) 105.05
$96.27
2.62%
Add 29.91%
814,940
187,650
PG
Procter & Gamble Co
2025-03-31
Add
Add
+0.44%
●
158.56 ($167.49) 176.26
$158.66
-5.27%
Add 29.91%
344,251
79,269
BAC
Bank of America Corp
2025-03-31
Add
Add
+0.39%
●
39.61 ($44.56) 47.74
$48.56
8.99%
Add 29.91%
1,250,286
287,898
PM
Philip Morris International Inc
2025-03-31
Add
Add
+0.35%
●
117.15 ($141.65) 158.79
$163.40
15.35%
Add 29.91%
291,884
67,209
CSCO
Cisco Systems Inc
2025-03-31
Add
Add
+0.35%
●
58.74 ($61.57) 64.87
$68.00
10.45%
Add 29.91%
749,438
172,569

iShares Russell Top 200 Value ETF Total Holding History ($B)

To

iShares Russell Top 200 Value ETF's Asset Allocation

To

iShares Russell Top 200 Value ETF Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

iShares Russell Top 200 Value ETF's Hypothetical Growth since 2025-03-31

iShares Russell Top 200 Value ETF's Yearly Returns

Year Portfolio % % Excess Gain %

iShares Russell Top 200 Value ETF's Holdings Heat Map

Size field:

iShares Russell Top 200 Value ETF's Holdings Bubble Chart

iShares Russell Top 200 Value ETF News

  • 1

Discussions on iShares Russell Top 200 Value ETF

User's Avatar
How would you rate this stock? IWX
No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.