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IWD ETF ANALYSIS

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IWD ETF FUNDAMENTALS
IWD ETF PERFORMANCE

IWD ISSUER

BlackRock Fund Advisors (BFA) is the issuer of the iShares Russell 1000 Value ETF. Established to track the Russell 1000® Value Index, this ETF aims to mirror the performance of large- and mid-cap value sectors within the U.S. equity market, as defined by FTSE Russell. The Russell 1000 Value Index is a subset of the Russell 1000® Index, capturing equities of Russell 1000 Index issuers with lower price-to-book ratios, historical sales-per-share growth, and forecasted growth. BFA employs a representative sampling indexing strategy, seeking to replicate the investment characteristics of the underlying index while keeping costs low. With its commitment to tracking the Underlying Index's performance before fees and expenses, the iShares Russell 1000 Value ETF is an investment option for those interested in value-oriented segments of the U.S. equity market.

IWD DIVIDEND

The iShares Russell 1000 Value ETF (IWD) is designed to track the performance of the Russell 1000 Value Index, focusing on large- and mid-capitalization value sectors in the U.S. equity market. While the primary objective of this ETF is not dividend-centric, it distributes dividends that align with the underlying index. These dividend distributions typically follow a schedule, and eligibility depends on the dividend policies and performance of the constituent companies within the Russell 1000 Value Index. Investors may consider IWD for potential capital appreciation, coupled with periodic dividend returns.

IWD TRACKING

Tracking the performance of the Dow Jones Industrial Average (DJIA) is the primary objective of the iShares Russell 1000 Value ETF (IWD). IWD invests in large-cap U.S. stocks that exhibit value characteristics, aiming to mirror the value-focused segment of the U.S. equity market represented by the DJIA. With holdings across various sectors, IWD offers investors an opportunity to gain exposure to established companies with perceived intrinsic value, making it a strategic choice for those seeking a value-oriented investment approach.

IWD CORRELATION

The iShares Russell 1000 Value ETF (IWD) exhibits correlations primarily with value-oriented sectors of the U.S. equity market, as it aims to track the Russell 1000 Value Index. Given its focus on value stocks, IWD often shows a correlation with industries such as financials and healthcare, which tend to comprise a significant portion of its holdings. This correlation makes IWD a valuable tool for investors seeking exposure to value stocks within the large- and mid-cap sectors, helping them analyze trends and diversify their portfolios. For in-depth analysis of IWD's correlations with specific sectors and assets, ETF Insider provides a user-friendly web app with visualization tools to explore overlaps and gain valuable insights into its performance and market relationships.

IWD SECTOR

The iShares Russell 1000 Value ETF (IWD) primarily focuses on the value sectors of the U.S. equity market, as measured by the Russell 1000® Value Index. This index consists of large- and mid-capitalization companies that exhibit lower price-to-book ratios, lower sales-per-share historical growth, and lower forecasted growth compared to other issuers in the Russell 1000® Index. As of March 31, 2023, a significant portion of the Underlying Index is represented by securities from the financials and healthcare industries or sectors. IWD aims to provide investors with exposure to value-oriented stocks, which may be appealing for those seeking more conservative investment options. However, it's important to note that focusing on value sectors can also introduce specific market risks associated with these segments of the economy.

IWD EXPOSURE

The iShares Russell 1000 Value ETF (IWD) is designed to provide exposure to the large- and mid-capitalization value sectors of the U.S. equity market. IWD aims to track the performance of the Russell 1000 Value Index, representing approximately 49% of the total market value of the Russell 1000 Index as of March 31, 2023. This ETF primarily invests in equity securities of Russell 1000 Index issuers with lower price-to-book ratios, lower historical sales-per-share growth, and lower forecasted growth compared to all issuers in the Russell 1000 Index. Notably, a significant portion of the Underlying Index is composed of securities from the financials and healthcare industries or sectors. For investors seeking exposure to the value-oriented segments of the U.S. equity market, IWD offers a convenient option to access this specific investment strategy.

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BLOG ARTICLES

What is the IWD ETF ?
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By Ron Koren ETF Insider

What is the IWD ETF ?

The IWD ETF, or the iShares Russell 1000 Value ETF, is a popular exchange-traded fund that aims to track the performance of value-oriented companies in the U.S. equity market. This ETF provides investors with exposure to a diverse range of large and mid-cap value stocks, offering an opportunity to potentially benefit from companies that are considered undervalued compared to their fundamental attributes. Explore how the IWD ETF can be a valuable addition to an investor's portfolio, seeking growth through a disciplined value investing approach.

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VTV VS IWD: A Comprehensive Comparison of ETFs
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By Ron Koren ETF Insider

VTV VS IWD: A Comprehensive Comparison of ETFs

VTV VS iwd are specialized investment funds that focus on a diverse range of sectors in the financial market. these exchange-traded funds offer investors exposure to various industries and companies, presenting potential growth opportunities and risks. it's essential to understand the underlying assets and strategies of these etfs before considering an investment.

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IVE VS IWD: A Comprehensive Comparison of ETFs
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By Beqa Bumbeishvili ETF Insider

IVE VS IWD: A Comprehensive Comparison of ETFs

IVE VS iwd are specialized investment funds that focus on a diverse range of sectors in the financial market. these exchange-traded funds offer investors exposure to various industries and companies, presenting potential growth opportunities and risks. it's essential to understand the underlying assets and strategies of these etfs before considering an investment.

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