(IWD) Russell 1000 Value - Overview
ETF Category: Large Value | Exchange: NYSE ARCA (USA) | Market Cap: 74.983m USD | Total Return: 27% in 12m
Avg Turnover: 358M
Warnings
No concerns identified
Tailwinds
No distinct edge detected
The iShares Russell 1000 Value ETF (IWD) tracks an index of large-cap U.S. equities perceived to be undervalued relative to comparable peers. The fund maintains a mandate to invest a minimum of 80% of its assets in constituent securities, with the remaining 20% allocated to derivatives and cash equivalents to manage liquidity and tracking error.
The Large Value category typically emphasizes companies with low price-to-book ratios and higher dividend yields compared to the broader market. This investment style often results in heavy sector concentrations in Financials, Health Care, and Industrials, which generally exhibit more stable cash flows than high-growth technology firms.
Investors can further evaluate these fundamental metrics by exploring the data available on ValueRay.
- Federal Reserve interest rate cuts increase valuation multiples for cyclical value stocks
- Financial sector performance heavily influences net asset value via high concentration
- Relative valuation gap between growth and value stocks dictates capital rotation flows
- Energy sector volatility affects earnings contributions from integrated oil and gas holdings
- Domestic economic expansion supports revenue growth for sensitive industrial and financial constituents
As of May 26, 2026, the stock is trading at USD 236.32 with a total of 938,500 shares traded.
Over the past week, the price has changed by +1.78%,
over one month by +3.80%,
over three months by +5.41% and
over the past year by +27.03%.
Russell 1000 Value has no consensus analysts rating.