(IWD) Russell 1000 Value - NYSE
ETF Category: Large Value | Exchange: NYSE (USA) | Market Cap: 74.843m USD | Total Return: 26.5% in 12m
Avg Turnover: 341M
Warnings
No concerns identified
Tailwinds
No distinct edge detected
The iShares Russell 1000 Value ETF (IWD) tracks an index of large-capitalization U.S. equities that exhibit value characteristics, such as lower price-to-book ratios and lower forecasted growth rates. Launched in 2000, the fund maintains a mandate to invest a minimum of 80% of its assets in the component securities of its underlying index, while retaining the flexibility to allocate up to 20% to derivatives and cash equivalents.
The value investment model focuses on companies perceived to be undervalued by the market relative to their intrinsic worth or historical valuation metrics. Many holdings in this category belong to the Financials and Health Care sectors, which often prioritize dividend distributions and steady cash flows over aggressive capital reinvestment. Investors can further evaluate these valuation metrics and historical performance trends at ValueRay.
- Interest rate shifts influence financial sector net interest margins
- Energy price volatility impacts heavy-weight oil and gas constituents
- Relative valuation spreads between growth and value stocks drive fund flows
- Dividend yield spreads versus Treasury rates dictate income investor demand
As of June 09, 2026, the stock is trading at USD 237.27 with a total of 1,585,471 shares traded.
Over the past week, the price has changed by -0.08%,
over one month by +1.44%,
over three months by +8.89% and
over the past year by +26.53%.
Russell 1000 Value has no consensus analysts rating.