IWX logo

IWX Overview

Profile

Name:

iShares Russell Top 200 Value ETF

Assets under management:

$2 B

Expense ratio:

0.20%

Inception date:

September 28, 2009

Website:

http://www.ishares.com

Last ex-dividend date:

December 17, 2024

Next ex-dividend date:

N/A

Description:

The IWX ETF is an exchange-traded fund that focuses on mid-cap U.S. stocks. It aims to provide investors with exposure to companies with growth potential, balancing risk and return. The fund tracks the performance of a specific index, offering diversification and liquidity in the mid-cap segment.

Top holdings

Name
Weight
BERKSHIRE HATHAWAY INC CLASS B(BRKB)
5.21 %
JPM logo
JPMorgan Chase & Co(JPM)
4.42 %
XOM logo
Exxon Mobil(XOM)
2.97 %
UNH logo
UnitedHealth Group Incorporated(UNH)
2.54 %
WMT logo
Walmart(WMT)
2.49 %
JNJ logo
Johnson & Johnson(JNJ)
2.27 %
PG logo
Procter & Gamble(PG)
1.81 %
BAC logo
Bank of America(BAC)
1.78 %
CVX logo
Chevron(CVX)
1.62 %
WFC logo
Wells Fargo(WFC)
1.55 %
CSCO logo
Cisco Systems(CSCO)
1.52 %
IBM logo
International Business Machines(IBM)
1.43 %
ACN logo
Accenture(ACN)
1.42 %
PM logo
Philip Morris International(PM)
1.39 %
ABT logo
Abbott Laboratories(ABT)
1.36 %
LIN logo
Linde(LIN)
1.31 %
MCD logo
McDonalds(MCD)
1.21 %
TMO logo
Thermo Fisher Scientific(TMO)
1.21 %
ABBV logo
AbbVie(ABBV)
1.19 %
DIS logo
Walt Disney(DIS)
1.18 %
T logo
AT&T(T)
1.11 %
VZ logo
Verizon Communications(VZ)
1.06 %
GE logo
General Electric(GE)
1.04 %
SPGI logo
S&P Global(SPGI)
0.99 %
RTX logo
RTX(RTX)
0.98 %
TXN logo
Texas Instruments Incorporated(TXN)
0.96 %
BSX logo
Boston Scientific(BSX)
0.91 %
C logo
Citigroup(C)
0.91 %
MS logo
Morgan Stanley(MS)
0.87 %
PFE logo
Pfizer(PFE)
0.87 %

Price

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Current Price

$82.80
IWX price is $82.80

Price All-time High

$85.00
IWX price is currently -2.59% below its historical high of $85.00

Price Most Recent Change

+0.23%
IWX price was up +0.23% on Feb 27, 2025

Price YTD Change

+6.98%
IWX price is up +6.98% since January 1st

Price 1-Year Change

+15.79%
IWX price is up +15.79% year-on-year

Price 3-Year Change

+20.93%
IWX price is up +20.93% over the past 3 years

Technical Analysis

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Beta

0.57
IWX beta is 0.57

200-day SMA

$79.67
IWX price is currently +3.93% above its 200-day simple moving average

14-day RSI

50.81
IWX 14-day relative strength index is 50.81

30-day Relative Volume

1.09
IWX 30-day relative volume is 1.09

Dividend

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Dividend per share

Last Paid Dividend

$0.52
IWX last dividend was $0.52 per share, with an ex-dividend date of December 17, 2024

TTM Dividend Per Share

$1.56
IWX TTM dividend per share is $1.56

TTM Dividend Per Share 1-Year Change

+4.19%
IWX TTM dividend per share is up +4.19% year-on-year

TTM Dividend Per Share 3-Year Change

+23.81%
IWX TTM dividend per share is up +23.81% over the past 3 years

Dividend yield

TTM Dividend Yield

1.88%
IWX TTM dividend yield is 1.88%

TTM Dividend Yield 1-Year Change

-10.05%
IWX TTM dividend yield is down -10.05% year-on-year

Top holdings

Name
Weight
BERKSHIRE HATHAWAY INC CLASS B(BRKB)
5.21 %
JPM logo
JPMorgan Chase & Co(JPM)
4.42 %
XOM logo
Exxon Mobil(XOM)
2.97 %
UNH logo
UnitedHealth Group Incorporated(UNH)
2.54 %
WMT logo
Walmart(WMT)
2.49 %
JNJ logo
Johnson & Johnson(JNJ)
2.27 %
PG logo
Procter & Gamble(PG)
1.81 %
BAC logo
Bank of America(BAC)
1.78 %
CVX logo
Chevron(CVX)
1.62 %
WFC logo
Wells Fargo(WFC)
1.55 %
CSCO logo
Cisco Systems(CSCO)
1.52 %
IBM logo
International Business Machines(IBM)
1.43 %
ACN logo
Accenture(ACN)
1.42 %
PM logo
Philip Morris International(PM)
1.39 %
ABT logo
Abbott Laboratories(ABT)
1.36 %
LIN logo
Linde(LIN)
1.31 %
MCD logo
McDonalds(MCD)
1.21 %
TMO logo
Thermo Fisher Scientific(TMO)
1.21 %
ABBV logo
AbbVie(ABBV)
1.19 %
DIS logo
Walt Disney(DIS)
1.18 %
T logo
AT&T(T)
1.11 %
VZ logo
Verizon Communications(VZ)
1.06 %
GE logo
General Electric(GE)
1.04 %
SPGI logo
S&P Global(SPGI)
0.99 %
RTX logo
RTX(RTX)
0.98 %
TXN logo
Texas Instruments Incorporated(TXN)
0.96 %
BSX logo
Boston Scientific(BSX)
0.91 %
C logo
Citigroup(C)
0.91 %
MS logo
Morgan Stanley(MS)
0.87 %
PFE logo
Pfizer(PFE)
0.87 %

Analyst ratings

FAQ

  • What is IWX?
  • Does IWX pay dividends?
  • What stocks are in IWX?
  • What is the current assets under management for IWX?
  • What is IWX average volume?
  • What is IWX expense ratio?
  • What is IWX inception date?

What is IWX?

The IWX ETF is an exchange-traded fund that focuses on mid-cap U.S. stocks. It aims to provide investors with exposure to companies with growth potential, balancing risk and return. The fund tracks the performance of a specific index, offering diversification and liquidity in the mid-cap segment.

Does IWX pay dividends?

Yes, the iShares Russell Top 200 Value ETF does pays dividends, with the most recent payment being $0.52 per share. The last ex-dividend date was on December 17, 2024, and the next ex-dividend date has not been announced yet

What stocks are in IWX?

As of today, iShares Russell Top 200 Value ETF inlcudes 161 holdings, with 157 of them being companies from 2 different countries and 11 sectors. The most weighted holdings are BERKSHIRE HATHAWAY INC CLASS B (5.21%), JPMorgan Chase & Co (4.42%) and Exxon Mobil (2.97%)

What is the current assets under management for IWX?

Assets under management of iShares Russell Top 200 Value ETF is $2 B

What is IWX average volume?

Average volume of iShares Russell Top 200 Value ETF is $256 K

What is IWX expense ratio?

Expense ratio of iShares Russell Top 200 Value ETF is 0.20%

What is IWX inception date?

Inception date of iShares Russell Top 200 Value ETF is September 28, 2009