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iShares Russell 1000 Value ETF(IWD)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
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Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IWD
10/23/2026: IWD (5-star) is a STRONG-BUY. BUY for 4 days. Simulated Profits (-0.11%). Updated daily EoD!
IWD offers efficient, broad exposure to U.S. large- and mid-cap companies identified as value stocks, primarily using the Russell 1000 Value Index. Its main strengths include its massive liquidity, deep market integration, and the high-quality management associated with the iShares brand. It serves as an excellent core portfolio component for investors seeking to balance higher-growth holdings with more established, valuation-conscious firms. Key risks include broad U.S. market volatility and sensitivity to sectors like financials and industrials. It is most suitable for long-term investors looking for a low-maintenance, diversified value vehicle.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | This fund prioritizes value metrics over the aggressive capital appreciation typical of growth-focused strategies. |
| Momentum investor | Mixed fit | Momentum investors may find limited utility here unless the broader market environment rotates heavily into value stocks. |
| Value investor | Strong fit | The fund provides pure and efficient exposure to large-cap companies trading at value-oriented valuation multiples. |
| Dividend/Income investor | Strong fit | Value indices often include established companies with stable cash flows and attractive dividend yields. |
| Low-risk investor | Strong fit | As a large-cap value fund, it generally exhibits lower volatility compared to pure growth or small-cap indices. |
Investor Profile
Ideal Investor Profile
Long-term investors seeking a stable, diversified core holding that tilts toward value characteristics and reliable dividend-paying companies.
Suitability
Best suited for passive, long-term index investors looking to tilt their portfolio toward the value factor.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Equity markets inherently involve price fluctuations that can impact short-term portfolio values. |
| Market risk | Medium / high | The fund is fully exposed to systemic U.S. equity market downturns. |
| Concentration | Medium | While diversified, the fund is weighted toward financials and health care, creating sector-specific risk. |
| Tracking/expense | Low | Low expense ratios and high index fidelity minimize drag on long-term performance. |
| Liquidity | Low | The high trading volume ensures investors can trade large positions without significant price impact. |
| Business/sector quality | Medium | Value stocks may sometimes include companies facing structural headwinds or declining growth. |
Risk Analysis
Volatility
IWD generally displays moderate volatility, typical of broad-market large-cap indices, though it can experience heightened turbulence during financial sector stress.
Market Risk
The fund is primarily subject to U.S. equity market risk, meaning it will likely lose value during broad market downturns regardless of its value orientation.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Financials | 22 | Financials often form a significant portion of value indices, offering exposure to interest rate environments. |
| Sector | Health Care | 18 | Health care provides defensive characteristics within a value-oriented portfolio. |
| Sector | Industrials | 14 | Industrial stocks are cyclical components that often trade at value-oriented valuations. |
| Sector | Consumer Discretionary/Staples | 13 | A blend of consumer-focused industries helps balance the fund's sensitivity to economic cycles. |
| Sector | Energy | 9 | Energy holdings provide inflation sensitivity and typically fit the value factor profile. |
| Cash/collateral | Cash and Cash Equivalents | 24 | Residual cash reflects minor holdings in other sectors and liquidity reserves for index rebalancing. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 44.47% | Avg. Invested days 82 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/23/2026 |
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