iShares Russell 1000 Value ETF
0
Funds holding %
of 7,372 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
241% more first-time investments, than exits
New positions opened: 232 | Existing positions closed: 68
28% more repeat investments, than reductions
Existing positions increased: 603 | Existing positions reduced: 471
20% more call options, than puts
Call options by funds: $242M | Put options by funds: $202M
8% more funds holding
Funds holding: 1,557 [Q3] → 1,685 (+128) [Q4]
4% more capital invested
Capital invested by funds: $50.2B [Q3] → $52.1B (+$1.91B) [Q4]
1.42% less ownership
Funds ownership: 82.92% [Q3] → 81.5% (-1.42%) [Q4]
2% less funds holding in top 10
Funds holding in top 10: 92 [Q3] → 90 (-2) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for IWD.
Financial journalist opinion
Based on 3 articles about IWD published over the past 30 days
Neutral
Zacks Investment Research
2 days ago
5 Defensive ETF Strategies to Follow Amid Market Meltdown
We highlight some defensive investment strategies for investors amid the ongoing chaos.
Negative
Seeking Alpha
6 days ago
IWD: Value Stocks Can Offer Protection Against Uncertainty
The US stock market is retreating due to trade war fears, economic growth concerns, and waning mega-cap growth, impacting the S&P 500. Value-focused ETFs like iShares Russell 1000 Value ETF (IWD) offer protection with cheap valuations, strong earnings growth, and a diversified portfolio. IWD's limited tech exposure, high liquidity, and low expense ratio make it an attractive investment, especially during potential market corrections.
Positive
ETF Trends
3 weeks ago
TVAL Combines Diversification & Outperformance YTD
Advisors and investors seeking to diversify their equity portfolios this year should consider the T. Rowe Price Value ETF (TVAL).
Neutral
Zacks Investment Research
1 month ago
Should iShares Russell 1000 Value ETF (IWD) Be on Your Investing Radar?
The iShares Russell 1000 Value ETF (IWD) was launched on 05/22/2000, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Value segment of the US equity market.
Positive
Market Watch
2 months ago
Why these ETF bets in stocks and bonds may pay off in 2025, according to BlackRock
Heading into 2025, ETF investors appeared enthusiastic about prospects for the U.S. bull market to keep running.
Neutral
CNBC Television
2 months ago
Final Trades: Zoom, Lockheed Martin and the IWD
The Investment Committee give you their top stocks to watch for the second half.
Negative
Seeking Alpha
3 months ago
IWD: A Value ETF With Broad Exposure, Underperforming The Market
IWD offers a low-valuation investment vehicle with a broad allocation profile, including over 800 holdings and significant positions in mid- and small-cap companies. Despite its conservative sector allocation, IWD has underperformed compared to peers, partly due to its bias toward smaller capitalization companies. IWD's expense ratio is relatively high at 0.19%, and its Sharpe ratio is the second worst among peers, reflecting higher volatility and underperformance.
Positive
Seeking Alpha
3 months ago
IWD: Compares Poorly To VTV, And Conditions Don't Look Appealing Now
IWD, with $60bn in AUM and a 24-year-old track record, is one of the more established value ETFs around. Yet, we don't believe it is as good as VTV, the most popular ETF, and proceed to expand our stance. IWD is dominated by financial stocks, and the outlook for this sector in a low-growth, low-interest rate environment isn't the greatest.
Neutral
Zacks Investment Research
3 months ago
Rate Cuts to Slow Down in 2025? ETFs to Add to Your Portfolio
Rising inflation worries have led to increased market expectations that the Fed will adopt a more cautious approach to its interest rate cuts. Look at ETFs to secure your portfolios.
Neutral
Zacks Investment Research
3 months ago
Should iShares Russell 1000 Value ETF (IWD) Be on Your Investing Radar?
Designed to provide broad exposure to the Large Cap Value segment of the US equity market, the iShares Russell 1000 Value ETF (IWD) is a passively managed exchange traded fund launched on 05/22/2000.
Charts implemented using Lightweight Charts™