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IWD
+14.02 · +6.90%
$217.17 · NYSE ARCA

iShares Russell 1000 Value ETF (IWD) ETF Analysis | Large Value

iShares · United States
AUM:$70.7B
#– of – in Large Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 18.6% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.19% — competitive for the exposure provided.

What is IWD?

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.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
IWD delivered 18.6% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.19% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 18.8% of the ETF — exposure spread across many positions.
ETF Information
AUM$70.7B
Expense Ratio0.19%
Dividend Yield1.62%
Holdings859
Inception DateMay 2000
DomicileUnited States
DistributionNA
Index–
ProvideriShares
Beta0.88
CategoryLarge Value
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+15.0%
1Y
+29.8%
3Y
+71.1%
5Y
+73.3%
OpenBook InsightIf you had invested £10,000 in IWD 5 years ago, it would have grown to £17,328 — a gain of £7,328.

Annual Returns

Calendar year performance

IWD delivered positive returns in 4 of the last 5 calendar years.
YearIWD
2026 YTD+22.2%
2025+15.9%
2024+13.8%
2023+11.4%
2022-8.1%
CAGR 4yr+7.8%
4/5 positive yearsAvg return: +11.0%Worst year: -8.1% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
8.4%
Low
Momentum
+4.6%
30-day change
Support Level
254.24
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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