— Know what they know.
Not Investment Advice

IWD

iShares Russell 1000 Value ETF
1W: -1.1% 1M: +1.9% 3M: +3.3% YTD: +9.2% 1Y: +22.9% 3Y: +62.5% 5Y: +62.5%
$233.80
+2.08 (+0.90%)
After Hours: $234.38 (+0.58, +0.25%)
Weekly Expected Move ±1.6%
$225 $228 $232 $236 $240
ETF AMEX · AUM $74.0B
Key Statistics
AUM$74.0B
Holdings862
Top 10 Wt20.9%
Volume1,069,509
Avg Volume3,218,557
Beta0.85
Portfolio Fundamentals
P/E26.1
P/B5.2
Div Yield1.73%
ROE21.0%
% Profitable86%
Inception2000-05-26
Sector Allocation
Financial Services 18.7%
Technology 16.3%
Industrials 12.6%
Healthcare 10.7%
Communication Services 8.4%
Consumer Defensive 7.2%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 BERKSHIRE HATHAWAY INC CLASS B BRK-B 2.73% $2.0B 4,118,464
2 ALPHABET INC CLASS A GOOGL 2.48% $1.8B 4,607,105
3 JPMORGAN CHASE & CO JPM 2.48% $1.8B 6,066,063
4 MICRON TECHNOLOGY INC MU 2.31% $1.7B 2,494,941
5 AMAZON.COM INC AMZN 2.12% $1.6B 5,888,913
6 EXXON MOBIL CORP XOM 2.06% $1.5B 9,433,826
7 ALPHABET INC CLASS C GOOG 2.00% $1.5B 3,751,286
8 JOHNSON & JOHNSON JNJ 1.67% $1.2B 5,373,521
9 WALMART INC WMT 1.58% $1.2B 8,744,311
10 INTEL CORPORATION CORP INTC 1.45% $1.1B 9,853,071

Recent Holding Changes

Date Holding Change Details
2026-05-20 NFG Changed 208952 → 209216
2026-05-20 KRC Changed 258779 → 259107
2026-05-20 HOOD Changed 1463674 → 1465522
2026-05-20 AM Changed 749111 → 750055
2026-05-20 PB Changed 208250 → 208514

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms