IWDiShares Russell 1000 Value ETF

Grow my money26y track recordRanked #68 of 2,960 in this goal

Seeks to track the investment results of an index composed of large- and mid-cap U.S. equities that exhibit value characteristics.

By iShares · Launched 2000

Annual Cost

0.18%

#884 of 5,562 · low cost

Fund Size

$75.6B

#42 of 5,562 · large

Return (1Y)Goal

+30.4%

Track Record

26 years

#78 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,778+27.8%

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

Classification

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 = 19.0% of fund✓ well diversified

BERKSHIRE HATHAWAY INC.

3.1%

JPMORGAN CHASE & CO.

2.9%

ALPHABET INC.

2.2%

AMAZON.COM, INC.

2.0%

ALPHABET INC.

1.8%

EXXON MOBIL CORPORATION

1.7%

JOHNSON & JOHNSON

1.7%

WALMART INC.

1.5%

BANK OF AMERICA CORPORATION

1.1%

THE PROCTER & GAMBLE COMPANY

1.1%

Asset allocation

Stocks

99.7%

Cash

0.3%

By sector

Technology

18.6%

Financial Services

18.4%

Industrials

12.5%

Healthcare

10.6%

Communication

8.1%

Consumer Cyclical

7.1%

Consumer Defensive

6.7%

Energy

6.3%

Other

11.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

11.2%Moderate

Year-on-year price swings

Max drawdown

-38.5%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.06Strong risk-adjusted returns

Sortino (3Y)

1.56Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the investment results of an index composed of large- and mid-cap U.S. equities that exhibit value characteristics.
Strategy: Tracks the Russell 1000 Value Index, measuring large- and mid-cap U.S. equities with value characteristics. Uses representative sampling to manage the Fund and aims to invest at least 80% in index components.
Inception date: May 22, 2000
Fund family: iShares