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IWD

iShares Russell 1000 Value ETF

https://www.ishares.com/us/products/239708/ishares-russell-1000-value-etf

Industry

Asset Management

The fund generally invests at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index (i.e., depositary receipts representing securities of the underlying index) and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.

Open

184.75

Mkt cap

56B

Volume

4.9M

High

185.69

P/E Ratio

19.43

52-wk high

200.42

Low

183.20

Div yield

0.02

52-wk low

160.98

The article compares the IWD ETF unfavorably to the VTV ETF, highlighting concerns about IWD's heavy exposure to financial stocks in a challenging economic environment.

Portfolio Pulse from

December 05, 2024 | 3:15 pm

The iShares Russell 1000 Value ETF (IWD) is a passively managed ETF providing exposure to the Large Cap Value segment of the US equity market. It was launched on May 22, 2000.

Portfolio Pulse from

November 15, 2024 | 12:30 pm

Disney has appointed James Gorman as the new Chairman of the Board, effective January 2025, as it searches for a new CEO. The company is facing challenges in its theme parks and has laid off employees, while its stock has declined over 13% in the last six months.

Portfolio Pulse from Anusuya Lahiri

October 21, 2024 | 3:14 pm

Sam's Club, a division of Walmart Inc, has announced a new compensation plan to increase wages for its hourly associates by 3%-6%, aiming to enhance employee engagement and productivity. This move comes as competition in the retail sector intensifies, with Amazon expanding its grocery market share. Walmart's recent financial performance has been strong, with significant sales growth and a leading market share in the U.S. grocery sector.

Portfolio Pulse from Anusuya Lahiri

September 17, 2024 | 5:55 pm

Disney plans to cut 140 jobs in its TV division, focusing on streaming investments. NatGeo and Freeform will see significant staff reductions. Disney's entertainment TV networks contributed 12% of total revenue last quarter. Meanwhile, Disney's 'Deadpool & Wolverine' movie set a record for an R-rated film. Amazon Prime Video and Netflix dominate the U.S. SVOD market.

Portfolio Pulse from Anusuya Lahiri

August 01, 2024 | 12:57 pm

Growth stocks have significantly outperformed value stocks in June 2024, driven by strong performance in the technology sector and AI-related industries. The iShares Russell 1000 Growth ETF (IWF) surged by 6.5%, while the iShares Russell 1000 Value ETF (IWD) declined by 1.4%. Key drivers include the dominance of tech stocks, particularly chipmakers, and the absence of major tech companies in value ETFs.

Portfolio Pulse from Piero Cingari

June 21, 2024 | 8:06 pm

Airbnb and Norwegian Cruise Holdings received analyst upgrades, signaling potential growth in the travel and leisure sector. ETFs tracking this sector have underperformed compared to the broader market, but improving outlooks are drawing investor interest.

Portfolio Pulse from Piero Cingari

May 28, 2024 | 5:17 pm

Bank of America's technical analyst, Stephen Suttmeier, analyzed the performance of the iShares Russell 1000 Growth ETF (IWF) and the iShares Russell 1000 Value ETF (IWD), highlighting a significant divergence in their paths. Over the past year, growth stocks, represented by IWF, have outperformed value stocks, represented by IWD, by 20 percentage points, a gap that has widened to nearly 100 percentage points over seven years. The analysis suggests that growth stocks, with top holdings like Microsoft, Apple, and Nvidia, are likely to maintain their market leadership due to their strong performance and sector concentration. Conversely, value stocks, with top holdings like Berkshire Hathaway, JPMorgan Chase, and ExxonMobil, show a more diversified portfolio but lag in performance.

Portfolio Pulse from Piero Cingari

March 25, 2024 | 8:16 pm

Large-cap ETFs VOO and SPY added $1.99 billion and $1.67 billion in net assets respectively over the trailing week, while IWD and IWR lost $4.31 billion and $1.54 billion respectively. VOO and SPY's largest holdings are Apple and Microsoft, while IWD's are Berkshire Hathaway and Exxon Mobil, and IWR's are DexCom and Marvell Technology.

Portfolio Pulse from Johnny Rice

June 30, 2023 | 5:51 pm

Morgan Stanley's chief U.S. equity strategist, Michael Wilson, warns of a potential sharp reversal in the stock market during the second half of 2023, with the S&P 500 Index possibly dropping 10%. This outlook is based on lower-than-expected earnings forecasts, unattractive equity risk premiums, and restrictive economic policies. However, in an alternative scenario, Wilson suggests that the equal-weighted S&P 500 and value stocks may outperform the market.

Portfolio Pulse from Piero Cingari

June 26, 2023 | 3:33 pm

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