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Upturn AI SWOT - About
iShares Russell 3000 ETF (IWV)
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Upturn Advisory Summary
04/01/2025: IWV (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -0.2% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 210594 | Beta 1.02 | 52 Weeks Range 279.19 - 349.33 | Updated Date 04/2/2025 |
52 Weeks Range 279.19 - 349.33 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares Russell 3000 ETF
ETF Overview
Overview
The iShares Russell 3000 ETF (IWV) seeks to track the investment results of the Russell 3000 Index, representing approximately 98% of the U.S. equity market. It offers broad exposure across market capitalizations and sectors, investing in a wide range of U.S. stocks and aiming for long-term capital appreciation through index replication.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation and extensive track record in the ETF market.
Management Expertise
BlackRock has a highly experienced team of investment professionals managing its ETFs, utilizing sophisticated indexing and portfolio management techniques.
Investment Objective
Goal
To track the investment results of the Russell 3000 Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, attempting to hold all stocks in the Russell 3000 Index in proportion to their weighting in the index.
Composition The ETF primarily holds U.S. stocks across various sectors and market capitalizations. The top holdings are typically large-cap technology and consumer discretionary stocks.
Market Position
Market Share: IWV has a substantial market share within the broad U.S. equity ETF category.
Total Net Assets (AUM): 31740000000
Competitors
Key Competitors
- Vanguard Total Stock Market ETF (VTI)
- Schwab Total Stock Market ETF (SCHB)
- SPDR Portfolio Total Stock Market ETF (SPTM)
Competitive Landscape
The broad U.S. equity ETF market is highly competitive, with multiple ETFs offering similar exposure. IWV competes primarily on tracking accuracy, liquidity, and expense ratio. VTI, SCHB and SPTM have emerged as low cost alternatives, putting cost pressure on IWV. IWV's brand recognition and established track record are advantages.
Financial Performance
Historical Performance: Historical performance data can be obtained from iShares' official website and financial data providers.
Benchmark Comparison: The ETF's performance closely tracks the Russell 3000 Index. Deviations are primarily due to expense ratio and tracking error.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
IWV exhibits high average trading volume, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting its liquid nature.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and geopolitical events can impact the performance of IWV, as they affect the underlying companies in the Russell 3000 Index.
Growth Trajectory
IWV's growth trajectory is closely tied to the overall performance of the U.S. stock market. Changes to strategy and holdings are infrequent, as the ETF aims to passively track the index.
Moat and Competitive Advantages
Competitive Edge
IWV benefits from BlackRock's strong brand recognition and extensive distribution network. Its primary advantage is its comprehensive coverage of the U.S. equity market, offering investors exposure to both large-cap and small-cap stocks. However, the ETF faces cost competition from lower-expense ratio funds. While IWV may not have any inherent edge over competing ETFs, Blackrock's robust infrastructure and brand loyalty do.
Risk Analysis
Volatility
IWV's volatility is generally in line with the broader U.S. stock market.
Market Risk
IWV is subject to market risk, meaning that its value can decline due to adverse market conditions, economic downturns, or company-specific events.
Investor Profile
Ideal Investor Profile
IWV is suitable for investors seeking broad exposure to the U.S. equity market across all market capitalizations.
Market Risk
IWV is best suited for long-term investors and passive index followers.
Summary
The iShares Russell 3000 ETF (IWV) provides broad access to the entire U.S. equity market through the Russell 3000 Index. Managed by BlackRock, it offers efficient index replication with a low expense ratio, making it a popular choice for passive investors. Its performance aligns closely with the Russell 3000 Index, and its high liquidity ensures easy trading. However, it faces intense cost competition from other ETFs, but, due to its brand name, its investor base is vast.
Similar Companies
ITOT
iShares Core S&P Total U.S. Stock Market ETF
ITOT
iShares Core S&P Total U.S. Stock Market ETF
SCHB
Schwab U.S. Broad Market ETF
SCHB
Schwab U.S. Broad Market ETF
SPTM
SPDR® Portfolio S&P 1500 Composite Stock Market ETF
SPTM
SPDR® Portfolio S&P 1500 Composite Stock Market ETF
VTI
Vanguard Total Stock Market Index Fund ETF Shares
VTI
Vanguard Total Stock Market Index Fund ETF Shares
VV
Vanguard Large-Cap Index Fund ETF Shares
VV
Vanguard Large-Cap Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- iShares official website
- Morningstar
- Bloomberg
- Company Filings
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. Past performance is not indicative of future results. Market share data is approximate and may vary depending on the source and date.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Russell 3000 ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally invests at least 80% of its assets in the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
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