iShares Russell 3000 ETF
IWV

$324.76

0.27%

Market Cap: $14.8B

0

Funds holding %

of 6,728 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

335% more call options, than puts

Call options by funds: $5.77M | Put options by funds: $1.33M

20% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 49

1% more funds holding

Funds holding: 744 [Q1] → 754 (+10) [Q2]

2% less funds holding in top 10

Funds holding in top 10: 47 [Q1] → 46 (-1) [Q2]

9.46% less ownership

Funds ownership: 61.5% [Q1] → 52.04% (-9.46%) [Q2]

12% less capital invested

Capital invested by funds: $8.4B [Q1] → $7.42B (-$974M) [Q2]

20% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 240

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Research analyst outlook

We haven’t received any recent analyst ratings for IWV.

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Financial journalist opinion

Zacks Investment Research

ETFs Worth a Look on Russell Indexes' Shake-Up

The popular Russell indexes are set to get the customary new look this month. ETFs targeting the Russell Indices are currently in focus.

ETFs Worth a Look on Russell Indexes' Shake-Up

IWV: Future Performance Will Likely Remain Slightly Inferior To The S&P 500 Index

The iShares Russell 3000 ETF has slightly underperformed the S&P 500 index in the past and is expected to continue to do so in the future. IWV's inclusion of mid-cap and small-cap stocks has impacted its long-term performance, as these stocks tend to deliver inferior returns compared to large-cap stocks in the long run. IWV has a higher expense ratio than its peer fund, Vanguard Russell 3000 ETF.

IWV: Future Performance Will Likely Remain Slightly Inferior To The S&P 500 Index

All-Seasons Investing: The Case for a Diversified Asset Allocation

By: Nolan Mauk In the post-pandemic era marked by economic uncertainty, volatility, geopolitical tension, and deglobalization, one thing has been made clear: no market, sector, or asset class is immune to the effects of rapidly changing market cycles.

All-Seasons Investing: The Case for a Diversified Asset Allocation

QDF Vs. Peers: Which Is The Best Quality Dividend Fund?

FlexShares Quality Dividend Index Fund ETF has a portfolio of 130 dividend stocks screened with a proprietary quality score.

QDF Vs. Peers: Which Is The Best Quality Dividend Fund?

IWV: Perhaps A Better Core Equity Allocation Now

iShares Russell 3000 ETF offers exposure to a wide range of U.S. companies, making it a suitable investment for long-term growth. The IWV ETF is largely driven by the same large-cap stocks that drive the S&P 500, including Apple, Microsoft, Amazon, Nvidia, and Alphabet. IWV has a high expense ratio compared to its peers, but it provides diversification and has historically shown strong price growth.

IWV: Perhaps A Better Core Equity Allocation Now

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