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
$81.90B
Sector breakdown
Asset allocation
Signal overlay
ASignal covers 10 of 10 top holdings. Weighted across covered holdings:
BULLISH 58% · NEUTRAL 33% · BEARISH 9%
Top holdings
| Symbol | Name | Weight | ASignal |
|---|---|---|---|
| AMZN | Amazon.com Inc | 6.5% | Bullish |
| AAPL | Apple Inc | 5.5% | Bullish |
| MSFT | Microsoft Corp | 4.7% | Bullish |
| BRK-B | Berkshire Hathaway Inc Class B | 2.6% | Bearish |
| JPM | JPMorgan Chase & Co | 2.5% | Neutral |
| XOM | ExxonMobil Holdings Corp | 1.7% | Neutral |
| JNJ | Johnson & Johnson | 1.7% | Neutral |
| CSCO | Cisco Systems Inc | 1.2% | Neutral |
| WMT | Walmart Inc | 1.2% | Neutral |
| ABBV | AbbVie Inc | 1.1% | Neutral |