iShares Russell 1000 Value ETF
iShares Russell 1000 Value ETF tracks the performance of the Russell 1000 Value Index, which offers exposure to large-cap companies that exhibit value characteristics within the U.S. equity market. The index consists of roughly 650 holdings and exposure is tilted most heavily towards financials, energy, and health care. IWD offers a solid, low-cost value strategy to explore U.S. companies that are thought to be undervalued by the market relative to comparable companies. IWD has an expensive ratio of 0.19%, with AUM of $47.5 billion as of March 2021.
IWD TOP 10 HOLDINGS
Berkshire Hathaway Inc Class B BRK.B 2.52
JPMorgan Chase & Co. JPM 2.42
Johnson & Johnson JNJ 1.97
Walt Disney Co (The) DIS 1.75
Bank Of America Corp. BAC 1.57
Comcast Corp - Ordinary Shares - Class A CMCSA 1.29
Verizon Communications Inc VZ 1.26
Exxon Mobil Corp. XOM 1.24
Cisco Systems, Inc. CSCO 1.15
As of 03/31/21
IWD SECTOR WEIGHTINGS
Basic Materials 4.17%
Communication Services 9.23%
Consumer Cyclical 7.72%
Consumer Defensive 7.57%
Energy 5.15%
Financial Services 20.51%
Healthcare 12.81%
Industrials 13.66%
Real Estate 4.51%
Technology 9.7%
Utilities 4.98%
As of 03/31/21