PortView
iShares Russell 1000 Value (IWD) ETF Holdings & Analysis
ETFGrowth & ValueBlackRock
What IWD does
This exchange-traded fund endeavors to replicate the financial performance of an index. This index is constructed from a selection of U.S. common stocks belonging to both large and medium market capitalization categories, all of which are distinguished by their inherent value attributes.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| AMAZON.COM INC | 6.25% | |
| APPLE | 5.59% | |
| MICROSOFT | 5.03% | |
| JPMORGAN CHASE & CO | 2.52% | |
| BERKSHIRE HATHAWAY INC CLASS B | 2.48% | |
| EXXONMOBIL HOLDINGS CORP | 1.72% | |
| JOHNSON & JOHNSON | 1.70% | |
| CISCO SYSTEMS INC | 1.15% | |
| ABBVIE | 1.10% | |
| WALMART INC | 1.09% |
Sector allocation
| Basic Materials | 3.22% |
| Communication Services | 3.29% |
| Consumer Cyclical | 11.24% |
| Consumer Defensive | 7.35% |
| Energy | 5.98% |
| Financial Services | 19.07% |
| Healthcare | 12.62% |
| Industrials | 10.10% |
| Real Estate | 3.71% |
| Technology | 19.73% |
| Utilities | 3.69% |
Geographic allocation
| United States | 96.24% |
| United Kingdom | 0.87% |
| Ireland | 1.69% |
| Switzerland | 0.50% |
| Other | 0.21% |
| Bermuda | 0.23% |
| Netherlands | 0.09% |
| Canada | 0.06% |
| Australia | 0.03% |
| Puerto Rico | 0.03% |
PortView Portfolio Insights
PortView analyzes how IWD fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
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Frequently asked questions
- What does IWD track?
- IWD is the iShares Russell 1000 Value ETF, a Growth & Value ETF issued by BlackRock.
- What is the expense ratio of IWD?
- Expense ratio data for IWD is shown on the page when available from our data provider.
- What are the largest holdings in IWD?
- Top holdings include AMZN, AAPL, MSFT, JPM, BRK-B.
- How can PortView analyze IWD overlap with other ETFs?
- PortView computes the holdings overlap between IWD and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.