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iShares Russell Top 200 Value (IWX) ETF Holdings & Analysis
ETFOther
What IWX does
The fund generally will invest 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.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| AMAZON.COM INC | 8.64% | |
| APPLE | 7.73% | |
| MICROSOFT | 6.96% | |
| JPMORGAN CHASE & CO | 3.49% | |
| BERKSHIRE HATHAWAY INC CLASS B | 3.43% | |
| EXXONMOBIL HOLDINGS CORP | 2.38% | |
| JOHNSON & JOHNSON | 2.36% | |
| CISCO SYSTEMS INC | 1.58% | |
| ABBVIE | 1.52% | |
| WALMART INC | 1.51% |
Sector allocation
| Basic Materials | 2.55% |
| Cash & Others | 0.01% |
| Communication Services | 3.44% |
| Consumer Cyclical | 12.15% |
| Consumer Defensive | 7.98% |
| Energy | 5.56% |
| Financial Services | 20.15% |
| Healthcare | 13.47% |
| Industrials | 8.10% |
| Real Estate | 1.79% |
| Technology | 22.35% |
Geographic allocation
| United States | 96.70% |
| Ireland | 1.87% |
| United Kingdom | 0.83% |
| Switzerland | 0.44% |
| Other | 0.16% |
PortView Portfolio Insights
PortView analyzes how IWX fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
Analyze IWX in PortView →Related securities
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Frequently asked questions
- What does IWX track?
- IWX is the iShares Russell Top 200 Value ETF, a Other ETF.
- What is the expense ratio of IWX?
- Expense ratio data for IWX is shown on the page when available from our data provider.
- What are the largest holdings in IWX?
- Top holdings include AMZN, AAPL, MSFT, JPM, BRK-B.
- How can PortView analyze IWX overlap with other ETFs?
- PortView computes the holdings overlap between IWX and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.