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iShares Russell 1000 Value ETF IWD

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.

Exposure to value, but there are cheaper alternatives.

Associate Analyst Mo'ath Almahasneh

Mo'ath Almahasneh

Associate Analyst

Summary

IShares Russell 1000 Value ETF IWD constructs a well-diversified, market-cap-weighted basket of U.S. value stocks at a low cost. However, there are cheaper alternatives. It earns a Morningstar Analyst Rating of Silver.

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Portfolio Holdings IWD

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 17.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

3.65 2.0 Bil
Financial Services

JPMorgan Chase & Co

2.54 1.4 Bil
Financial Services

Exxon Mobil Corp

2.03 1.1 Bil
Energy

Johnson & Johnson

1.85 994.3 Mil
Healthcare

Procter & Gamble Co

1.47 789.2 Mil
Consumer Defensive

Merck & Co Inc

1.29 688.9 Mil
Healthcare

Chevron Corp

1.28 687.7 Mil
Energy

Walmart Inc

1.20 643.8 Mil
Consumer Defensive

Bank of America Corp

1.11 595.5 Mil
Financial Services

Cisco Systems Inc

0.94 506.4 Mil
Technology