Upgrading IWD to a hold rating, due to emerging relative strength in value and cyclical sectors, despite stretched valuation. Potential outperformance hinges on value stocks' earnings growth converging with the Magnificent Seven and the US avoiding recession. IWD trades at a P/E above its historical average, with financials as the largest sector, and mixed technical/seasonal signals near $190 resistance.
If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the iShares Russell 1000 Value ETF (IWD), a passively managed exchange traded fund launched on 05/22/2000.
Looking for broad exposure to the Large Cap Value segment of the US equity market? You should consider the iShares Russell 1000 Value ETF (IWD), a passively managed exchange traded fund launched on 05/22/2000.
![]() IWD In 1 day Estimated | Quarterly | $0.8 Per Share |
![]() IWD 2 months ago Paid | Quarterly | $0.8 Per Share |
![]() IWD 6 months ago Paid | Quarterly | $0.98 Per Share |
![]() IWD 8 months ago Paid | Quarterly | $1.02 Per Share |
![]() IWD 11 Jun 2024 Paid | Quarterly | $0.7 Per Share |
![]() IWD 21 Mar 2024 Paid | Quarterly | $0.77 Per Share |
![]() IWD In 1 day Estimated | Quarterly | $0.8 Per Share |
![]() IWD 2 months ago Paid | Quarterly | $0.8 Per Share |
![]() IWD 6 months ago Paid | Quarterly | $0.98 Per Share |
![]() IWD 8 months ago Paid | Quarterly | $1.02 Per Share |
![]() IWD 11 Jun 2024 Paid | Quarterly | $0.7 Per Share |
![]() IWD 21 Mar 2024 Paid | Quarterly | $0.77 Per Share |
Asset Management Industry | Financial Services Sector | - CEO | XSGO Exchange | US4642875987 ISIN |
US Country | - Employees | 18 Mar 2025 Last Dividend | - Last Split | - IPO Date |
The company operates as an investment fund, focusing on aligning its portfolio with the composition of its underlying index. It dedicates a substantial portion of its assets, specifically at least 80%, to investments directly in the securities that form its benchmark index. This strategy aims to replicate or approximate the performance of the index, thereby providing investors with a return that mirrors the overall market or specific sector's performance the index represents. The fund's investment approach is characterized by a blend of direct security investments and the utilization of financial derivatives and other instruments to achieve its investment objectives.
Component Securities Investment
The fund primarily invests in the component securities of its underlying index, allocating at least 80% of its assets towards this end. This product is designed for investors seeking to invest in a portfolio mirroring the performance of a specific market or sector index, thereby gaining exposure to the returns of the index's components.
Futures, Options, and Swap Contracts
Up to 20% of the fund's assets may be invested in futures, options, and swap contracts. This service allows the fund to hedge against potential downturns, speculate on future movements of securities, and enhance returns. It is suited for investors looking for a fund that employs derivative strategies to manage risk and seek additional returns beside direct investments.
Cash and Cash Equivalents
A portion of the fund's portfolio is allocated to cash and cash equivalents. This positions the fund to take advantage of new investment opportunities quickly and manage liquidity effectively. It is an essential component for investors who value a fund's ability to respond to market changes promptly while maintaining a level of liquidity.