IWD - ETF AI Analysis
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iShares Russell 1000 Value ETF (IWD)
IWD, the iShares Russell 1000 Value ETF, earns a solid overall rating largely because it is anchored by high‑quality, financially strong companies like Apple and Microsoft, which bring robust profitability, growth in services, cloud, and AI, and generally positive long‑term outlooks. At the same time, weaker names such as Intel and AbbVie, which face profitability, cash flow, and financial stability challenges, modestly drag on the fund’s quality. A key risk factor is the ETF’s heavy concentration in a few mega-cap holdings like Amazon, Apple, and Microsoft, meaning its performance is strongly tied to how these large tech-related companies behave.
IWD vs. SPDR S&P 500 ETF (SPY)
- AUM
- 83.23B
- Region
- North America
- Expense Ratio
- 0.18%
- Beta
- 0.73
- Issuer
- iShares
- Inception Date
- May 22, 2000
- Dividend Yield
- 1.36%
- Asset Class
- Equity
- Index Tracked
- Russell 1000 Value
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—businesses that may be solid and established but currently priced more cheaply compared with the broader market. The fund spreads your money across many sectors, including financials, technology, health care, and energy, and holds well-known names like Apple and Amazon. Investors might choose IWD for broad diversification and the potential for long-term growth and income from big, stable companies. A key risk is that value stocks can still fall in price and move up and down with the overall stock market.
How much will it cost me?
This ETF has an expense ratio of 0.18%, which means you’ll pay about $1.80 per year for every $1,000 invested. That’s slightly below average for a passively managed index ETF, because it simply tracks the Russell 1000 Value Index instead of paying managers to pick individual stocks.
What would affect this ETF?
Because IWD focuses on large U.S. value stocks and has big positions in companies like Amazon, Apple, Microsoft, and major banks and energy firms, it can benefit if the U.S. economy stays solid, corporate profits grow, and value stocks come back into favor, especially in financials, technology, and energy. On the downside, higher interest rates, a U.S. recession, tighter banking rules, or weaker demand for tech and energy could hurt these sectors and reduce returns for the ETF.
IWD Top 10 Holdings
IWD leans heavily on U.S. mega-cap value names, with Big Tech and financials steering the ship. Apple, Amazon, and Microsoft are all rising, giving the fund a strong tech backbone even in a value wrapper. Berkshire Hathaway and JPMorgan add a steady, old-guard financial presence, though their gains have been more modest and occasionally mixed. On the cyclical side, Exxon Mobil has been a powerful engine, while Intel’s recent slide has acted as a bit of a brake. Overall, it’s a U.S.-centric, large-cap value play with a clear tilt toward tech and financial leaders.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 AAPL | Apple | 5.91% | $4.93B | $5.03T | 25.13% | 79Outperform |
 AMZN | Amazon | 5.76% | $4.80B | $2.59T | 0.58% | 71Outperform |
 MSFT | Microsoft | 4.97% | $4.14B | $3.88T | -2.06% | 79Outperform |
 BRK.B | Berkshire Hathaway B | 2.73% | $2.28B | $1.16T | 16.45% | 66Neutral |
 JPM | JPMorgan Chase | 2.40% | $2.00B | $895.92B | 9.47% | 72Outperform |
 XOM | Exxon Mobil | 1.95% | $1.63B | $769.96B | 57.11% | 74Outperform |
 JNJ | Johnson & Johnson | 1.72% | $1.43B | $657.68B | 43.25% | 78Outperform |
 WMT | Walmart | 1.35% | $1.13B | $979.90B | 26.20% | 78Outperform |
 ABBV | AbbVie | 1.24% | $1.03B | $521.11B | 32.47% | 66Neutral |
 CVX | Chevron | 1.11% | $928.65M | $465.33B | 44.41% | 71Outperform |
IWD Technical Analysis
Price Trends
Market Momentum
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 259.36 is above the 20-day moving average (MA) of 256.28, above the 50-day MA of 254.55, and above the 200-day MA of 237.21, indicating a bullish trend. The MACD of 1.79 indicates Negative momentum. The RSI at 61.71 is Neutral, neither overbought nor oversold. The STOCH value of 71.99 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
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| IWD | $259.36 | $287.00(10.66% Upside) | $83.23B | 0.18% | 72Outperform |
 VTV | $228.57 | $265.52(16.17% Upside) | $195.93B | 0.03% | 72Outperform |
 IVE | $239.80 | $268.63(12.02% Upside) | $50.79B | 0.18% | 72Outperform |
 SPYV | $64.22 | $72.04(12.18% Upside) | $39.21B | 0.04% | 72Outperform |
 VONV | $113.71 | $131.18(15.37% Upside) | $23.03B | 0.06% | 72Outperform |
 AVLV | $94.00 | $109.76(16.76% Upside) | $22.67B | 0.15% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| IWD | iShares Russell 1000 Value ETF | 259.36 | 59.59 | 29.83% | |
| VTV | Vanguard Value ETF | 228.57 | 47.94 | 26.54% | |
| IVE | iShares S&P 500 Value ETF | 239.80 | 35.29 | 17.26% | |
| SPYV | SPDR Portfolio S&P 500 Value ETF | 64.22 | 9.60 | 17.58% | |
| VONV | Vanguard Russell 1000 Value ETF | 113.71 | 26.23 | 29.98% | |
| AVLV | Avantis U.S. Large Cap Value ETF | 94.00 | 22.86 | 32.13% |
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.