Analysts Expect 12% Upside For The Holdings of IWL
- Analyst Target Prices for ETFs: Analysts have compared the trading prices of ETF holdings to 12-month forward target prices, indicating an average implied analyst target price for the iShares Russell Top 200 ETF (IWL) at $139.49 per unit.
- Upside Potential: IWL is currently trading at around $124.66 per unit, with analysts foreseeing an 11.90% upside based on the average analyst targets of its underlying holdings.
- Notable Holdings: Three of IWL's key holdings showing significant upside potential are lululemon athletica inc (LULU), Autodesk Inc (ADSK), and Advanced Micro Devices Inc (AMD).
- Individual Stock Performance: LULU, ADSK, and AMD have notable upside potential according to average analyst target prices compared to their recent trading prices.
- Investor Considerations: The validity of analyst targets, optimism about future stock performance, and the need for further investor research are highlighted as important considerations.
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Analyst Views on IWL
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ETF Analysis: The iShares Russell Top 200 ETF (IWL) has an implied analyst target price of $187.41, indicating a potential upside of 10.87% from its current trading price of $169.04.
Notable Holdings: Key underlying holdings with significant upside potential include Equinix Inc (14.73% upside), Norfolk Southern Corp (11.94% upside), and Procter & Gamble Company (11.27% upside) based on their respective analyst target prices.
Market Sentiment: The article raises questions about whether analysts' target prices are justified or overly optimistic, suggesting that high targets could lead to downgrades if they are based on outdated information.
Investor Research: It emphasizes the need for further investor research to assess the validity of analysts' targets in light of recent company and industry developments.
ETF Analysis: The iShares Russell Top 200 ETF (IWL) has an implied analyst target price of $178.81, indicating an 11.31% upside from its current trading price of $160.64.
Notable Holdings: Key underlying holdings with significant upside potential include Strategy Inc (MSTR) with a target price 68.27% higher, Marvell Technology Inc (MRVL) with 37.53% upside, and Accenture plc (ACN) with a 29.24% increase expected.
Overview of iShares Russell Top 200 ETF (IWL): Launched in 2009 and sponsored by Blackrock, IWL is a passively managed ETF with over $1.48 billion in assets, focusing on large-cap blend stocks, primarily in the Information Technology sector, with a low expense ratio of 0.15% and a trailing dividend yield of 1.09%.
Performance and Comparison: As of September 2024, IWL has gained approximately 19.80% year-to-date and 28.54% over the past year, while holding a Zacks ETF Rank of 3 (Hold); it is compared to similar ETFs like IVV and SPY, which have lower expense ratios but larger asset bases.
ETF Analyst Target Prices: The iShares Russell Top 200 ETF (IWL) has an implied analyst target price of $148.70, indicating a potential upside of 10.39% from its current trading price of $134.71. Notable underlying holdings with significant upside include Danaher Corp, Applied Materials, and Lam Research Corp.
Investor Considerations: Analysts' target prices may reflect optimism or could be outdated, necessitating further research by investors to determine the validity of these targets in light of recent company and industry developments.
Overview of iShares Russell Top 200 ETF (IWL): The iShares Russell Top 200 ETF, launched in 2009 and managed by Blackrock, focuses on large-cap blend stocks with a low expense ratio of 0.15% and a current dividend yield of 1.10%. It has significant allocations in the Information Technology sector and aims to match the performance of the Russell Top 200 Index.
Performance and Alternatives: IWL has shown strong performance with an 18.25% increase this year and 25.35% over the past year, while maintaining medium risk through diversification. Investors may also consider alternatives like the iShares Core S&P 500 ETF (IVV) and SPDR S&P 500 ETF (SPY), which have lower expense ratios and larger asset bases.
- Nvidia's Market Cap: Nvidia's market cap surpassed $3 trillion in the second quarter, driven by Wall Street's strong belief in artificial intelligence.
- Fund Managers' Dilemma: Fund managers are questioning whether Nvidia's valuation is a bubble, considering it exceeds national net worths and GDPs of countries like Sweden and Africa.
- Performance of AI-related Stocks: Funds that underweighted AI-related stocks lagged behind, while those overweighted them outperformed, with some funds showing significant gains.
- Balanced Fund Strategies: Balanced funds like Vanguard Wellington and T. Rowe Price Capital Appreciation have different approaches to Nvidia, impacting their performance relative to peers.
- Investment Alternatives: Investors are advised not to overly focus on Nvidia and consider other performing sectors like India equity funds, precious metals, and utilities for diversification.










