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.
iShares Russell 1000 Value ETF IWD
Morningstar’s Analysis IWD
Will IWD outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 17.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Berkshire Hathaway Inc Class B | 3.56 | 1.9 Bil | Financial Services |
JPMorgan Chase & Co | 2.60 | 1.4 Bil | Financial Services |
Exxon Mobil Corp | 2.30 | 1.2 Bil | Energy |
Johnson & Johnson | 1.71 | 920.2 Mil | Healthcare |
Procter & Gamble Co | 1.46 | 785.8 Mil | Consumer Defensive |
Chevron Corp | 1.33 | 713.4 Mil | Energy |
Merck & Co Inc | 1.25 | 673.7 Mil | Healthcare |
Bank of America Corp | 1.24 | 665.7 Mil | Financial Services |
Walmart Inc | 1.23 | 659.4 Mil | Consumer Defensive |
Wells Fargo & Co | 1.05 | 563.4 Mil | Financial Services |