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IWDiShares Russell 1000 Value ETF

Grow my money26y track recordRanked #68 of 2,992 in this goal

Tracks the investment results of the Russell 1000 Value Index.

By iShares · Launched 2000

Annual Cost

0.18%

#762 of 5,854 · low cost

Fund Size

$79.7B

#40 of 5,854 · large

Return (1Y)Goal

+29.9%

Track Record

26 years

#76 of 5,854 · established

Performance

Total-return NAV · USD
Growth of $10,000
$13,069+30.7%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Index tracking

Factor

Value

Index tracked

Russell 1000 Value Index

What it actually holds

By weight

Concentration

Top 10 holdings = 19.3% of fund✓ well diversified

BERKSHIRE HATHAWAY INC.
2.9%
JPMORGAN CHASE & CO.
2.6%
EXXON MOBIL CORPORATION
2.4%
ALPHABET INC.
2.0%
JOHNSON & JOHNSON
1.9%
AMAZON.COM, INC.
1.8%
WALMART INC.
1.6%
ALPHABET INC.
1.6%
CHEVRON CORPORATION
1.3%
MICRON TECHNOLOGY, INC.
1.2%

Asset allocation

Stocks
99.8%
Cash
0.2%

By sector

Technology
19.9%
Financial Services
18.8%
Healthcare
12.6%
Consumer Cyclical
10.8%
Industrials
10.4%
Consumer Defensive
7.5%
Energy
5.5%
Utilities
3.9%
Other
10.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
11.3%Moderate

Year-on-year price swings

Max drawdown
-38.5%Severe

Worst peak-to-trough loss

Sharpe (3Y)
1.03Strong risk-adjusted returns
Sortino (3Y)
1.50Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the investment results of the Russell 1000 Value Index.
Strategy
Invests primarily in large- and mid-capitalization U.S. equities that exhibit value characteristics, seeking to track the Russell 1000 Value Index. Uses a representative sampling indexing strategy to manage the Fund, aiming to keep portfolio turnover low and achieve lower costs.
Inception date
May 22, 2000
Fund family
iShares

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Data updated on 2026-08-03