iShares Russell 1000 Value ETF IWD

ASignal view: Not yet rated

The underlying index is a subset of the Russell 1000® Index, which measures the performance of the large- and mid-capitalization sector of the U.S. equity market, as defined by Russell. BFA uses a representative sampling indexing strategy to manage the fund. The fund may use derivatives to gain or reduce exposure to the components of the underlying index or exposure to one or more market risk factors associated with such components.

Fund facts

Category
Large Value
Expense ratio
0.18%
AUM
$83.95B

Sector breakdown

Technology20.6%
Financial Services18.8%
Healthcare13.1%
Consumer Cyclical10.6%
Industrials9.7%
Consumer Defensive7.2%
Energy6.3%
Real Estate3.6%
Utilities3.5%
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 37% · NEUTRAL 54% · BEARISH 9%

Top holdings

SymbolNameWeightASignal
AMZNAmazon.com Inc6.1%Neutral
AAPLApple Inc5.6%Bullish
MSFTMicrosoft Corp5.0%Bullish
JPMJPMorgan Chase & Co2.5%Neutral
BRK-BBerkshire Hathaway Inc Class B2.5%Bearish
XOMExxonMobil Holdings Corp1.8%Neutral
JNJJohnson & Johnson1.7%Neutral
CSCOCisco Systems Inc1.2%Neutral
WMTWalmart Inc1.1%Neutral
ABBVAbbVie Inc1.1%Neutral
iShares Russell 1000 Value ETF (IWD) ETF - holdings, fund data, ASignal view