High-Quality Stocks Fumbled Without AI. Own Them Anyway.

Quality and value underperformed in the third quarter. But there's more to the market than Nvidia and AI.

Barrons • Oct 27, 2025

IWV: Derisking By Broadening Exposure To The Wider Market

The iShares Russell 3000 ETF offers broad market exposure but is rated Hold due to better alternatives. IWV provides more diversification than S&P 500 funds like IVV, with less concentration in top holdings and tech sector weight. Despite its diversification, IWV's yield is lower than IVV's, and its dividend growth has slowed in recent years.

Seeking Alpha • Oct 15, 2025

The Case For The IWV ETF

Diversification is key, and the iShares Russell 3000 ETF offers broad exposure to 98% of the U.S. equity market. Buying during sharp market downturns, as seen in April 2025, has historically proven optimal for long-term investors. IWV's blended performance and attractive long-term returns make it a strong candidate for portfolio core holdings.

Seeking Alpha • May 29, 2025

Bet On Broader Market ETFs to Play a Three-Year High CEO Confidence

The Conference Board's measure of CEO confidence rose by nine points in the first quarter of 2025, reaching a reading of 60 -- the highest level since 2022.

Zacks Investment Research • Feb 21, 2025

ETFs Worth a Look on Russell Indexes' Shake-Up

The popular Russell indexes are set to get the customary new look this month. ETFs targeting the Russell Indices are currently in focus.

Zacks Investment Research • Jun 3, 2024

IWV: Future Performance Will Likely Remain Slightly Inferior To The S&P 500 Index

The iShares Russell 3000 ETF has slightly underperformed the S&P 500 index in the past and is expected to continue to do so in the future. IWV's inclusion of mid-cap and small-cap stocks has impacted its long-term performance, as these stocks tend to deliver inferior returns compared to large-cap stocks in the long run. IWV has a higher expense ratio than its peer fund, Vanguard Russell 3000 ETF.

Seeking Alpha • Jun 2, 2024

All-Seasons Investing: The Case for a Diversified Asset Allocation

By: Nolan Mauk In the post-pandemic era marked by economic uncertainty, volatility, geopolitical tension, and deglobalization, one thing has been made clear: no market, sector, or asset class is immune to the effects of rapidly changing market cycles.

ETF Trends • Apr 5, 2024

QDF Vs. Peers: Which Is The Best Quality Dividend Fund?

FlexShares Quality Dividend Index Fund ETF has a portfolio of 130 dividend stocks screened with a proprietary quality score.

Seeking Alpha • Feb 26, 2024

IWV: Perhaps A Better Core Equity Allocation Now

iShares Russell 3000 ETF offers exposure to a wide range of U.S. companies, making it a suitable investment for long-term growth. The IWV ETF is largely driven by the same large-cap stocks that drive the S&P 500, including Apple, Microsoft, Amazon, Nvidia, and Alphabet. IWV has a high expense ratio compared to its peers, but it provides diversification and has historically shown strong price growth.

Seeking Alpha • Nov 20, 2023

DFAC Vs. IWV: Two R3000 Index Strategies Compared

iShares Russell 3000 ETF and Dimensional U.S. Core Equity 2 ETF are two ETFs centered around the Russell 3000 Index. iShares Russell 3000 ETF takes a passive strategy, while Dimensional U.S. Core Equity 2 ETF follows an active strategy. Both ETFs are reviewed and then compared. That shows both ETFs, despite the strategy differences have similar allocations and performance results.

Seeking Alpha • Sep 4, 2023