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Upturn AI SWOT - About
iShares Russell 1000 Value ETF (IWD)
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Upturn Advisory Summary
10/17/2025: 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 14.51% | Avg. Invested days 62 | 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 10/17/2025 |
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 the Russell 1000 Value Index, which measures the performance of the large- and mid-capitalization value sector of the U.S. equity market. It provides exposure to U.S. companies that exhibit value characteristics.
Reputation and Reliability
BlackRock is the world's largest asset manager, with a strong reputation and a long track record of managing ETFs.
Management Expertise
BlackRock has extensive experience and expertise in managing various types of ETFs, including those tracking value indices.
Investment Objective
Goal
To track the investment results of the Russell 1000 Value Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, attempting to replicate the performance of the Russell 1000 Value Index.
Composition The ETF holds stocks of U.S. companies that exhibit value characteristics, such as lower price-to-book ratios and higher dividend yields.
Market Position
Market Share: IWD has a significant market share among value ETFs, indicating its popularity and established position.
Total Net Assets (AUM): 72439000000
Competitors
Key Competitors
- Vanguard Value ETF (VTV)
- Schwab U.S. Dividend Equity ETF (SCHD)
- SPDR Portfolio S&P 500 Value ETF (SPYV)
Competitive Landscape
The value ETF space is competitive, with multiple ETFs offering similar exposure. IWD benefits from BlackRock's brand recognition and large AUM, but faces competition from lower-cost alternatives like VTV. IWD may be selected for its liquidity, while others may prefer a competitor based on expense ratios.
Financial Performance
Historical Performance: Past performance does not guarantee future results. Refer to iShares.com for accurate up-to-date data.
Benchmark Comparison: Performance should closely track the Russell 1000 Value Index over time.
Expense Ratio: 0.18
Liquidity
Average Trading Volume
IWD exhibits high liquidity, as it trades a substantial volume of shares daily.
Bid-Ask Spread
IWD's bid-ask spread is typically tight, reflecting its high liquidity and minimizing trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and inflation expectations can influence the performance of value stocks held by IWD.
Growth Trajectory
The growth trajectory is tied to value investing's overall performance. Periods when value outperforms growth may see increased inflows.
Moat and Competitive Advantages
Competitive Edge
IWD benefits from BlackRock's established brand and large AUM, offering high liquidity and efficient tracking of the Russell 1000 Value Index. Its established position in the value ETF market enhances its appeal to a wide range of investors. The ETF's size also allows it to maintain a low expense ratio relative to some smaller competitors. The broad diversification across numerous value stocks helps mitigate risk.
Risk Analysis
Volatility
Volatility is similar to other value ETFs and the broader market.
Market Risk
The ETF is subject to market risk, particularly the risk associated with value stocks and overall U.S. equity market movements.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to U.S. value stocks, who believe value stocks will outperform growth stocks, and are comfortable with market risk.
Market Risk
IWD is suitable for long-term investors looking to gain diversified exposure to value stocks in a cost-effective manner.
Summary
IWD is a well-established ETF that provides investors with easy access to U.S. value stocks. Managed by BlackRock, it offers high liquidity and tracks the Russell 1000 Value Index effectively. Although facing competition from lower-cost options, IWD remains a popular choice due to its size and brand recognition. Investors should consider their risk tolerance and investment goals before investing. Its performance is directly tied to the value factor's performance in the market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- BlackRock.com
- Morningstar.com
- etfdb.com
Disclaimers:
This information is for informational purposes only and should not be considered investment advice. Market share data may not be exact and is subject to change. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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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