IWD : iShares Russell 1000 Value ETF

IWD is a US Stocks Market Large Value with LOW fees.

IWD

iShares Russell 1000 Value ETF

FI Score

87 /100

Diversification Rating

7 /10

Expense Ratio Rating

10 /10

Expense Rating

8 /10

Market Score

10 /10

Category Score

8 /10

Market Size

10 /10

87% FI Score
  • iwd
  • ETF
  • US Stocks
  • Large Value

iShares Russell 1000 Value ETF

Expenses: 0.19% (Better than 1% of similar funds)

This is an OK choice for a Large Value US Stocks fund. See why »

Fund Summary

The investment seeks to track the investment results of the Russell 1000® Value Index (the underlying index), which measures the performance of large- and mid- capitalization value sectors of the U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying index.

Largest Holdings

Amount Holding
2.96% Berkshire Hathaway Inc
2.70% Johnson & Johnson
2.58% JPMorgan Chase & Co
2.27% The Procter & Gamble Company
2.17% Intel Corporation
1.99% Verizon Communications Inc
1.87% AT&T Inc
1.67% The Walt Disney Company
1.66% Exxon Mobil Corporation
1.63% Bank of America Corporation

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