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iShares Russell 1000 Value ETF(IWD)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IWD
09/25/2026: IWD (5-star) is currently NOT-A-BUY. Pass it for now.
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.
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 44.62% | Avg. Invested days 95 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/25/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 25, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $82.65B |
| Issuer | iShares |
| Expense Ratio | 0.19% |
| Distribution Yield | 1.36% |
| Inception | May 22, 2000 |
Performance
| Period | Total Return |
|---|---|
| YTD | +21.77% |
| 1 Year | +26.94% |
| 3 Year | +20.22% |
| 5 Year | +12.32% |
| 10 Year | +11.54% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 10.44% |
| 3Y Volatility | 12.42% |
| 3Y Sharpe Ratio | 1.14 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Sustainability Rating | 2 / 5 |
| Benchmark | S&P 500 TR USD |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Large Cap | 39.03% |
| Mid Cap | 28.71% |
| Mega Cap | 24.52% |
| Small Cap | 7.36% |
| Micro Cap | 0.23% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 21.34% |
| Financial Services | 18.50% |
| Healthcare | 13.13% |
| Consumer Cyclicals | 10.39% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 18.31x |
| Portfolio P/B | 2.95x |
| Portfolio P/S | 2.23x |
| Holdings Turnover | 15.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Amazon | 6.11% |
| Apple | 6.07% |
| Microsoft | 4.99% |
| Berkshire Hathaway | 2.53% |
| JPMorgan Chase & | 2.45% |
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