IWD ETF Analysis: Russell 1000 Value | NYSE
Large Value | NYSE, USA | Market Cap: 82.655m USD | 12M Return: 27.1% | US4642875987 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 371M
Warnings
No concerns identified
Tailwinds
No distinct edge detected
Seasonality 11.7 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
The iShares Russell 1000 Value ETF (IWD) operates as a passively managed index fund, allocating at least 80% of its assets to securities that comprise its underlying benchmark and reserving up to 20% for derivatives such as futures, options, and swap contracts, as well as cash and cash equivalents. This 80/20 structure is a standard approach among index-tracking ETFs, allowing the fund to maintain close alignment with its benchmark while retaining flexibility for liquidity management and minor tactical adjustments.
As a large-cap value ETF, IWD is managed by BlackRocks iShares franchise and is designed to track the Russell 1000 Value Index, which screens the broader U.S. large-cap universe for stocks exhibiting value characteristics such as lower price-to-book and price-to-earnings ratios. The product generates revenue primarily through its expense ratio, a fee charged to investors that is typical of the asset management business model used by exchange-traded fund providers.
- Fed rate cuts pressure financials-heavy sector weighting
- Value style rotation drives AUM inflows from growth funds
- Energy and healthcare concentration amplifies macro sensitivity
As of September 27, 2026, the stock is trading at USD 251.93 with a total of 1,396,620 shares traded. Over the past week, the price has changed by +0.09%, over one month by -2.10%, over three months by +3.45% and over the past year by +27.10%.
Current recommended Stop Loss: 248.00 (which is 1.6% or 2 ATR below the current price).
Russell 1000 Value has no consensus analysts rating.