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iShares Russell 1000 Value ETF IWD

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IWD

Will IWD outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IWD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IWD management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of IWD’s parent organization’s priorities and whether they’re in line with investors’ interests.

Exposure to value, but there are cheaper alternatives.

Associate Analyst Mo'ath Almahasneh

Mo'ath Almahasneh

Associate Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its Above Average Process and People ratings. IShares Russell 1000 Value ETF constructs a well-diversified, market-cap-weighted basket of U.S. value stocks at a low cost. However, there are cheaper alternatives. The following text is from April 27, 2023.

by Mo'ath Almahasneh
Rated on Published on

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Portfolio Holdings IWD

More IWD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

3.51 1.9 Bil
Financial Services

JPMorgan Chase & Co

2.63 1.4 Bil
Financial Services

Exxon Mobil Corp

2.28 1.2 Bil
Energy

Johnson & Johnson

1.69 918.2 Mil
Healthcare

Procter & Gamble Co

1.47 797.3 Mil
Consumer Defensive

Chevron Corp

1.33 721.9 Mil
Energy

Bank of America Corp

1.25 677.3 Mil
Financial Services

Merck & Co Inc

1.24 675.2 Mil
Healthcare

Walmart Inc

1.21 657.6 Mil
Consumer Defensive

Wells Fargo & Co

1.03 559.8 Mil
Financial Services