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Upturn AI SWOT - About
iShares Russell 1000 Value ETF (IWD)
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Upturn Advisory Summary
04/01/2025: IWD (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit -4.18% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 2149378 | Beta 0.91 | 52 Weeks Range 165.71 - 198.54 | Updated Date 04/2/2025 |
52 Weeks Range 165.71 - 198.54 | Updated Date 04/2/2025 |
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 the value sector of the Russell 1000 index, aiming for long-term capital appreciation through a diversified portfolio of value stocks.
Reputation and Reliability
BlackRock, the issuer of iShares ETFs, is a reputable and reliable global investment management firm with a long track record of managing various investment products, including ETFs.
Management Expertise
BlackRock has a team of experienced portfolio managers and analysts dedicated to managing iShares ETFs, leveraging their expertise in index tracking and investment strategies.
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 U.S. companies that are considered to be value stocks based on factors such as book value to price ratio, earnings yield, and sales growth.
Market Position
Market Share: IWD has a significant market share within the large-cap value ETF segment.
Total Net Assets (AUM): 63680000000
Competitors
Key Competitors
- Vanguard Value ETF (VTV)
- Schwab U.S. Large-Cap Value ETF (SCHV)
- SPDR Portfolio S&P 500 Value ETF (SPYV)
Competitive Landscape
The large-cap value ETF market is competitive, with several prominent ETFs vying for market share. IWD benefits from BlackRock's brand recognition and established presence. VTV has a larger AUM because of Vanguard's low-cost approach. SCHV competes on price, while SPYV offers a S&P 500 value focus.
Financial Performance
Historical Performance: Historical performance data is available from iShares and financial data providers.
Benchmark Comparison: The ETF's performance can be compared to the Russell 1000 Value Index to assess its tracking efficiency.
Expense Ratio: 0.18
Liquidity
Average Trading Volume
The average daily trading volume is high, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's high liquidity.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, and value stock sentiment influence IWD's performance.
Growth Trajectory
The growth trajectory depends on the overall performance of the value segment within the U.S. equity market; strategy and holdings will adapt as the Russell 1000 Value Index changes.
Moat and Competitive Advantages
Competitive Edge
IWD benefits from BlackRock's brand recognition and the established nature of the Russell 1000 Value Index. Its diversification within the value segment provides exposure to a wide range of companies. The ETF's high liquidity and tight bid-ask spread enhance its appeal to investors. The fundu2019s low expense ratio compared to actively managed funds is another edge. Its large asset base enhances liquidity.
Risk Analysis
Volatility
Volatility depends on the overall market and the specific value stocks held in the portfolio.
Market Risk
Specific risks include market risk, value stock risk (value stocks underperforming growth stocks), and sector concentration risk (if the ETF is heavily weighted in specific sectors).
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor seeking exposure to U.S. value stocks for potential capital appreciation and diversification.
Market Risk
IWD is suitable for long-term investors and passive index followers seeking value exposure.
Summary
The iShares Russell 1000 Value ETF (IWD) is a well-established ETF that provides exposure to U.S. large- and mid-cap value stocks. It tracks the Russell 1000 Value Index and offers a diversified portfolio of value companies. BlackRock's management and the ETF's high liquidity are attractive features. Investors should consider the ETF's expense ratio, market risk, and value stock risk when making investment decisions. Overall, IWD serves as a sound investment for those looking to capitalize on value stock performance.
Similar Companies
IVE
iShares S&P 500 Value ETF
IVE
iShares S&P 500 Value ETF
SCHV
Schwab U.S. Large-Cap Value ETF
SCHV
Schwab U.S. Large-Cap Value ETF
SPYV
SPDR® Portfolio S&P 500 Value ETF
SPYV
SPDR® Portfolio S&P 500 Value ETF
VOOV
Vanguard S&P 500 Value Index Fund ETF Shares
VOOV
Vanguard S&P 500 Value Index Fund ETF Shares
VTV
Vanguard Value Index Fund ETF Shares
VTV
Vanguard Value Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- iShares Official Website
- BlackRock Official Website
- Financial News Providers (e.g., Bloomberg, Reuters, Yahoo Finance)
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and 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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