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Upturn AI SWOT - About
iShares Russell 1000 Value ETF (IWD)
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Upturn Advisory Summary
08/29/2025: IWD (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 13.32% | Avg. Invested days 57 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.92 | 52 Weeks Range 162.47 - 197.67 | Updated Date 06/29/2025 |
52 Weeks Range 162.47 - 197.67 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Russell 1000 Value ETF
ETF Overview
Overview
The iShares Russell 1000 Value ETF (IWD) seeks to track the investment results of an index composed of large- and mid-capitalization U.S. equities that exhibit value characteristics. It primarily focuses on undervalued stocks within the Russell 1000 Index, offering exposure to various sectors and a value investment strategy.
Reputation and Reliability
BlackRock is a globally recognized and reputable asset manager with a strong track record in managing ETFs and other investment products.
Management Expertise
BlackRock has extensive expertise in index tracking and investment management, with a dedicated team managing ETFs like IWD.
Investment Objective
Goal
To track the investment results of an index composed of large- and mid-capitalization U.S. equities that exhibit value characteristics.
Investment Approach and Strategy
Strategy: The ETF aims to track the Russell 1000 Value Index.
Composition The ETF primarily holds stocks of large- and mid-capitalization companies identified as value stocks based on factors like book-to-price ratio and earnings.
Market Position
Market Share: IWD holds a significant market share within the US value ETF segment.
Total Net Assets (AUM): 71000000000
Competitors
Key Competitors
- VTV
- SCHV
- SPYV
Competitive Landscape
The value ETF market is competitive, with IWD being a major player alongside Vanguard's VTV and Schwab's SCHV. IWD benefits from BlackRock's brand recognition and extensive distribution network. However, VTV and SCHV may offer slightly lower expense ratios, making them attractive to cost-conscious investors. SPYV is another competitor, however, it has a lower AUM.
Financial Performance
Historical Performance: Historical performance can be obtained via financial data providers and compared across various time periods (e.g., 1-year, 5-year, 10-year).
Benchmark Comparison: IWD's performance can be directly compared to the Russell 1000 Value Index to assess tracking accuracy.
Expense Ratio: 0.19
Liquidity
Average Trading Volume
IWD generally exhibits high liquidity with robust average daily trading volume, facilitating easy buying and selling of shares.
Bid-Ask Spread
IWD typically maintains a tight bid-ask spread, reducing transaction costs for investors.
Market Dynamics
Market Environment Factors
Economic factors like interest rates, inflation, and GDP growth, as well as sector-specific performance and overall market sentiment, influence IWD.
Growth Trajectory
IWD's growth depends on the performance of value stocks within the Russell 1000 index and investor demand for value-oriented ETFs. Changes to the underlying index methodology could impact holdings and performance.
Moat and Competitive Advantages
Competitive Edge
IWD's competitive edge stems from its established brand as an iShares ETF, its large AUM, and its efficient tracking of the widely recognized Russell 1000 Value Index. This is a well-diversified fund. BlackRocku2019s brand trust and established distribution channels contribute to its continued success. Its expense ratio is higher than some peers, but is offset by better liquidity.
Risk Analysis
Volatility
IWD's volatility is influenced by the volatility of its underlying holdings, which are generally less volatile than growth stocks but still subject to market fluctuations.
Market Risk
The primary risk is market risk, as IWD's performance is tied to the performance of the U.S. stock market, particularly value stocks. Sector-specific risks also exist based on IWD's sector allocation.
Investor Profile
Ideal Investor Profile
The ideal investor for IWD is one seeking exposure to U.S. large- and mid-cap value stocks, potentially for diversification purposes, and who is comfortable with market risk.
Market Risk
IWD is generally suitable for long-term investors seeking a value-oriented investment and passive index followers.
Summary
The iShares Russell 1000 Value ETF (IWD) provides exposure to U.S. large- and mid-cap value stocks, tracking the Russell 1000 Value Index. Managed by BlackRock, IWD benefits from the issuer's strong reputation and wide distribution. While it faces competition from ETFs with lower expense ratios, IWD offers high liquidity. It suits long-term investors seeking value exposure, with the understanding of market risk.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Russell 1000 Value ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally invests at least 80% of its assets in the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
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