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IWD - Russell 1000 Value Ishares ETF

Russell 1000 Value Ishares ETF logoThe iShares Russell 1000 Value ETF (IWD) is an exchange-traded fund that tracks the performance of the Russell 1000 Value Index. The index is a subset of the Russell 1000 Index, which is a widely recognized benchmark for the U.S. stock market. The Russell 1000 Value Index includes companies in the Russell 1000 Index that are considered to have lower price-to-book ratios and lower forecasted growth rates compared to other companies in the index.

The IWD ETF was launched in May 2000 and has since become a popular choice for investors looking for exposure to large-cap U.S. value stocks. As of March 2023, the fund holds over 600 stocks with a total net asset value of approximately $70 billion.

One of the advantages of investing in IWD is that it provides exposure to a diversified portfolio of value stocks across multiple sectors. This can help to reduce overall portfolio risk and provide investors with exposure to companies that may be undervalued by the market. The fund's top holdings include well-known companies such as Berkshire Hathaway, JPMorgan Chase, and Johnson & Johnson.

Investors should be aware that as a value-focused ETF, IWD may underperform during periods when growth stocks outperform value stocks. Additionally, the fund has an expense ratio of 0.19%, which is relatively low for an actively managed ETF but still represents an ongoing cost that investors should consider when evaluating the fund.

Overall, IWD can be a suitable choice for investors looking for broad exposure to large-cap U.S. value stocks. However, as with any investment, it is important for investors to conduct their own research and due diligence before investing in the fund.

 



 

 

 
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