IWXiShares Russell Top 200 Value ETF
Tracks the investment results of the Russell Top 200 Value Index.
By iShares · Launched 2009
Annual Cost
0.20%
#934 of 5,861 · low cost
Fund Size
$3.6B
#540 of 5,861 · large
Return (1Y)Goal
+31.9%
Track Record
16 years
#689 of 5,861 · established
Performance
Total-return NAV · USDGrowth of $10,000
$13,335+33.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Mega
Strategy
Index tracking
Factor
Value
Index tracked
Russell Top 200 Value Index
What it actually holds
By weightConcentration
Top 10 holdings = 28.5% of fund✓ well diversified
Berkshire Hathaway Inc.
4.3%
JPMorgan Chase & Co.
3.9%
Exxon Mobil Corp.
3.5%
Alphabet Inc.
2.9%
Johnson & Johnson
2.9%
Amazon.com, Inc.
2.7%
Walmart Inc
2.4%
Alphabet Inc.
2.3%
CHEVRON CORP
1.9%
Micron Technology Inc.
1.8%
Asset allocation
Stocks
99.9%
Cash
0.1%
By sector
Technology
22.6%
Financial Services
20.0%
Healthcare
13.6%
Consumer Cyclical
11.6%
Industrials
8.3%
Consumer Defensive
8.2%
Energy
5.1%
Communication
3.5%
Other
7.2%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
10.8%Moderate
Year-on-year price swings
Max drawdown
-35.8%Severe
Worst peak-to-trough loss
Sharpe (3Y)
1.17Strong risk-adjusted returns
Sortino (3Y)
1.71Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Tracks the investment results of the Russell Top 200 Value Index.
- Strategy
- Invests primarily in large-capitalization U.S. equities exhibiting value characteristics, tracking the Russell Top 200 Value Index. Concentrates in financials, healthcare, and industrials sectors, using a representative sampling indexing strategy.
- Inception date
- September 22, 2009
- Fund family
- iShares
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Data updated on 2026-08-04