iShares Russell 1000 Value ETF IWD

ASignal view: Not yet rated

The fund generally invests at least 80% of its assets in the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.

Fund facts

Category
Large Value
Expense ratio
0.18%
AUM
$79.74B

Sector breakdown

Technology19.9%
Financial Services18.8%
Healthcare12.6%
Consumer Cyclical10.8%
Industrials10.4%
Consumer Defensive7.5%
Energy5.5%
Utilities3.9%
Real Estate3.8%
Basic Materials3.4%
Communication Services3.3%

Asset allocation

Stock Position99.8%
Cash Position0.2%

Signal overlay

ASignal covers 10 of 10 top holdings. Weighted across covered holdings:

BULLISH 0% · NEUTRAL 91% · BEARISH 9%

Top holdings

SymbolNameWeightASignal
AMZNAmazon.com Inc5.9%Neutral
AAPLApple Inc5.4%Neutral
MSFTMicrosoft Corp3.9%Neutral
BRK-BBerkshire Hathaway Inc Class B2.6%Bearish
JPMJPMorgan Chase & Co2.5%Neutral
INTCIntel Corp1.7%Neutral
JNJJohnson & Johnson1.7%Neutral
XOMExxon Mobil Corp1.6%Neutral
CSCOCisco Systems Inc1.3%Neutral
WMTWalmart Inc1.3%Neutral
iShares Russell 1000 Value ETF (IWD) ETF - holdings, fund data, ASignal view