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IWX - Russell Top 200 Value Ishares ETF

Russell Top 200 Value Ishares ETF logoThe iShares Russell Top 200 Value ETF (IWX) seeks to track the investment results of an index composed of large and mid-capitalization U.S. equities that exhibit value characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of equity securities of Russell Top 200 Index companies with lower price-to-book ratios and lower forecasted growth than the Russell Top 200 Index.

As of March 23, 2023, the fund has total net assets of approximately $7.9 billion and holds 200 positions. Its top holdings include well-known companies such as Berkshire Hathaway, JPMorgan Chase, and Johnson & Johnson. The fund's expense ratio is 0.20%, making it relatively inexpensive compared to other ETFs.

Investing in IWX allows investors to gain exposure to a diversified portfolio of large and mid-cap U.S. equities with value characteristics, including lower price-to-book ratios and lower forecasted growth. The focus on value stocks may appeal to investors seeking exposure to companies that are considered undervalued by the market. However, value stocks may underperform during periods of market growth, and investors should consider their risk tolerance and investment goals before investing in IWX or any other ETF.




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