Ishares Russell Top Etf Profile
IWL Etf | USD 147.49 0.93 0.63% |
Performance15 of 100
| Odds Of DistressLess than 9
|
IShares Russell is selling for 147.49 as of the 30th of November 2024. This is a 0.63 percent increase since the beginning of the trading day. The etf's lowest day price was 146.65. IShares Russell has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for iShares Russell Top are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2024 and ending today, the 30th of November 2024. Click here to learn more.
The index measures the performance of the largest capitalization sector of the U.S. equity market, as defined by Russell. Russell Top is traded on NYSEARCA Exchange in the United States. More on iShares Russell Top
Moving together with IShares Etf
IShares Etf Highlights
Thematic Ideas | (View all Themes) |
Business Concentration | Size And Style ETFs, Large Cap ETFs, Large Blend, iShares (View all Sectors) |
Issuer | iShares |
Inception Date | 2009-09-22 |
Benchmark | Russell Top 200 Index |
Entity Type | Regulated Investment Company |
Asset Under Management | 1.66 Billion |
Average Trading Valume | 74,377.9 |
Asset Type | Equity |
Category | Size and Style |
Focus | Large Cap |
Market Concentration | Developed Markets |
Region | North America |
Administrator | The Bank of New York Mellon Corporation |
Advisor | BlackRock Fund Advisors |
Custodian | The Bank of New York Mellon Corporation |
Distributor | BlackRock Investments, LLC |
Portfolio Manager | Diane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason |
Transfer Agent | The Bank of New York Mellon Corporation |
Fiscal Year End | 31-Mar |
Exchange | NYSE Arca, Inc. |
Number of Constituents | 204 |
Market Maker | Citadel |
Total Expense | 0.15 |
Management Fee | 0.15 |
Country Name | USA |
Returns Y T D | 29.21 |
Name | iShares Russell Top 200 ETF |
Currency Code | USD |
Open Figi | BBG000PBF2B4 |
In Threey Volatility | 17.14 |
1y Volatility | 11.44 |
200 Day M A | 133.06 |
50 Day M A | 142.56 |
Code | IWL |
Updated At | 30th of November 2024 |
Currency Name | US Dollar |
iShares Russell Top [IWL] is traded in USA and was established 2009-09-22. The fund is classified under Large Blend category within iShares family. The entity is thematically classified as Size And Style ETFs. iShares Russell Top currently have 725.13 M in assets under management (AUM). , while the total return for the last 3 years was 11.7%.
Check IShares Russell Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares Russell Top Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top iShares Russell Top Etf Constituents
AAPL | Apple Inc | Stock | Information Technology | |
AMZN | Amazon Inc | Stock | Consumer Discretionary | |
GOOG | Alphabet Inc Class C | Stock | Communication Services | |
GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
JNJ | Johnson Johnson | Stock | Health Care | |
JPM | JPMorgan Chase Co | Stock | Financials | |
MSFT | Microsoft | Stock | Information Technology | |
NVDA | NVIDIA | Stock | Information Technology |
iShares Russell Top Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares Russell. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
Risk Adjusted Performance | 0.1171 | |||
Jensen Alpha | 0.006 | |||
Total Risk Alpha | (0.02) | |||
Sortino Ratio | (0.02) |
IShares Russell Against Markets
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Russell Top. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in housing. You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.
The market value of iShares Russell Top is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares Russell's value that differs from its market value or its book value, called intrinsic value, which is IShares Russell's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares Russell's market value can be influenced by many factors that don't directly affect IShares Russell's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares Russell's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Russell is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Russell's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.