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IWD - ETF AI Analysis
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iShares Russell 1000 Value ETF (IWD)
Rating:72Outperform
Price Target:―
Positive Factors
Broad Sector Diversification
The fund spreads its investments across many sectors, which helps reduce the impact if any one industry struggles.
Large, Established Top Holdings
Many of the biggest positions are well-known, financially strong companies that can provide stability to the portfolio.
Low Expense Ratio for a Large Fund
The ETF charges a relatively low fee for its size, so more of the fund’s returns stay in investors’ pockets.
Negative Factors
Heavy U.S. Concentration
Almost all of the fund’s assets are invested in U.S. companies, offering very limited international diversification.
Mixed Performance Among Top Holdings
Some of the largest positions have shown weak recent performance, which can drag on the fund even as others do well.
Significant Tilt Toward Financials
A large allocation to financial stocks means the fund can be more sensitive to problems in the banking and financial sector.
IWD vs. SPDR S&P 500 ETF (SPY)
AUM69.02B
RegionNorth America
Expense Ratio0.18%
Beta0.73
IssueriShares
Inception DateMay 22, 2000
Dividend Yield1.59%
Asset ClassEquity
Index TrackedRussell 1000 Value
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,309,259
30 Day Avg. Volume4,276,832
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
247.68Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering863
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IWD Summary
IWD is the iShares Russell 1000 Value ETF, which follows the Russell 1000 Value Index. It focuses on large U.S. companies that are considered “value” stocks—shares that may be priced lower compared with their business fundamentals. The fund holds many well-known names such as Berkshire Hathaway and JPMorgan Chase, and it spreads your money across sectors like financials, health care, and technology. Someone might invest in IWD for broad diversification and potential long-term growth from established companies. A key risk is that value stocks can underperform the overall market and the ETF’s price can go up and down with market conditions.
How much will it cost me?The iShares Russell 1000 Value ETF (IWD) has an expense ratio of 0.18%, which means you’ll pay $1.80 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund that tracks the Russell 1000 Value Index, keeping costs down compared to actively managed funds.
What would affect this ETF?The iShares Russell 1000 Value ETF could benefit from a stable U.S. economy and favorable conditions for large-cap value stocks, such as rising interest rates that may boost financial sector performance, which is the fund's largest sector exposure. However, economic slowdowns or regulatory changes affecting key holdings like Berkshire Hathaway, JPMorgan Chase, or Exxon Mobil could negatively impact the ETF's returns. Additionally, shifts in consumer behavior or technological disruptions could influence sectors like consumer cyclical and technology, which are significant parts of the portfolio.
IWD Top 10 Holdings
IWD may be a value fund, but its story right now is being written by a few big names. Alphabet and Amazon are giving the ETF a growth-flavored boost, with both shares generally rising and Alphabet in particular acting like the unexpected star in a value lineup. Micron has been on a tear, adding extra fuel from the semiconductor side. On the flip side, Berkshire Hathaway and JPMorgan have been lagging, quietly tugging on returns. The fund is broadly diversified across U.S. sectors, with notable weight in financials and a growing tilt toward tech-driven value.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Berkshire Hathaway B | 2.89% | $2.00B | $1.08T | 3.74% | 66 Neutral | |
| JPMorgan Chase | 2.58% | $1.79B | $823.62B | 9.38% | 72 Outperform | |
| Alphabet Class A | 1.98% | $1.38B | $3.70T | 65.05% | 85 Outperform | |
| Exxon Mobil | 1.97% | $1.37B | $626.04B | 37.15% | 74 Outperform | |
| Johnson & Johnson | 1.84% | $1.28B | $586.69B | 55.91% | 78 Outperform | |
| Walmart | 1.65% | $1.14B | $1.07T | 28.69% | 78 Outperform | |
| Amazon | 1.65% | $1.14B | $2.13T | -13.07% | 71 Outperform | |
| Alphabet Class C | 1.62% | $1.12B | $3.70T | 63.76% | 82 Outperform | |
| Micron | 1.45% | $1.00B | $463.33B | 313.64% | 79 Outperform | |
| Procter & Gamble | 1.18% | $821.06M | $372.00B | -1.73% | 69 Neutral |
IWD Technical Analysis
Positive
―
Price Trends
215.85
Positive
209.63
Positive
201.03
Positive
Market Momentum
2.40
Positive
62.18
Neutral
62.60
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IWD, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 221.06, equal to the 50-day MA of 215.85, and equal to the 200-day MA of 201.03, indicating a bullish trend. The MACD of 2.40 indicates Positive momentum. The RSI at 62.18 is Neutral, neither overbought nor oversold. The STOCH value of 62.60 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IWD.
IWD Peer Comparison
Comparison Results
Performance Comparison
IWD
iShares Russell 1000 Value ETF
223.71
31.57
16.43%
BASV
Brown Advisory Sustainable Value ETF
―
―
―
VTV
Vanguard Value ETF
―
―
―
IVE
iShares S&P 500 Value ETF
―
―
―
SPYV
SPDR Portfolio S&P 500 Value ETF
―
―
―
VONV
Vanguard Russell 1000 Value ETF
―
―
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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