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iShares Russell 1000 Value ETF IWD

Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IWD

Will IWD outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Exposure to value, but there are cheaper alternatives.

Associate Analyst Mo'ath Almahasneh

Mo'ath Almahasneh

Associate Analyst

Summary

IShares Russell 1000 Value ETF IWD constructs a well-diversified, market-cap-weighted basket of U.S. value stocks at a low cost. However, there are cheaper alternatives. It earns a Morningstar Analyst Rating of Silver.

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Portfolio Holdings IWD

  • Current Portfolio Date
  • Equity Holdings 850
  • Bond Holdings 0
  • Other Holdings 6
  • % Assets in Top 10 Holdings 18.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
3.26
1,622,039,801
Financial Services
2.48
1,237,363,969
Communication Services
2.41
1,198,832,256
Energy
2.25
1,118,257,306
Healthcare
2.21
1,099,963,521
Financial Services
1.66
828,567,830
Energy
1.18
589,174,050
Healthcare
1.15
571,492,800
Consumer Defensive
1.11
554,984,879
Financial Services
1.10
548,344,571
Technology