iShares Russell 1000 Value ETFiShares Russell 1000 Value ETFiShares Russell 1000 Value ETF

iShares Russell 1000 Value ETF

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Key stats


Assets under management (AUM)
‪63.41 B‬USD
Fund flows (1Y)
‪2.16 B‬USD
Dividend yield (indicated)
1.79%
Discount/Premium to NAV
−0.02%
Shares outstanding
‪327.25 M‬
Expense ratio
0.19%

About iShares Russell 1000 Value ETF


Issuer
Blackrock, Inc.
Brand
iShares
Home page
Inception date
May 22, 2000
Structure
Open-Ended Fund
Index tracked
Russell 1000 Value
Management style
Passive
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
IWD provides a reasonable option for large-cap value exposure. IWD's portfolio draws its holdings from the Russell 1000, so it reaches further down the cap spectrum than we'd like with significant exposure to mid-caps and even some small-caps. The fund makes some modest sector bets. Overall, the hugely popular fund is a reasonably neutral take on the large-value space. Vanguard`s VONV tracks the same index,.

Classification


Asset Class
Equity
Category
Size and style
Focus
Large cap
Niche
Value
Strategy
Value
Geography
U.S.
Weighting scheme
Multi-factor
Selection criteria
Multi-factor
What's in the fund
Exposure type
StocksBonds, Cash & Other
Finance
Health Technology
Electronic Technology
Stock breakdown by region
100%

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Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.