IWD
US ValueiShares Russell 1000 Value ETF
iShares·Tracks Russell 1000 Value Index·Inception May 22, 2000
Composite score
Based on a 0.18% expense ratio.
Based on $83.95B in net assets.
Top-10 holdings represent 27.8% of net assets.
US Value base · ETF wrapper · 1.38% TTM yield.
The composite is a weighted average of the four core sub-scores above (cost, tax efficiency, liquidity, concentration). Missing sub-scores fall back to the per-category median when the category has at least 50% data coverage, so funds without (e.g.) parsed N-PORT holdings aren't accidentally boosted by renormalization. Tracking quality is shown where computable but isn't currently part of the composite weighting. Seemethodologyfor formulas, thetracking-qualitypartial-coverage rationale, and the dimensions we deliberatelydon't score(methodology v0.5.1).
Use IWD in our tools
Tool · Look-through
See what IWD actually holds, in a portfolio
Add your other funds and weights; every underlying position is summed across the basket.
Tool · Cost
Compare IWD's fee against another fund
Compounds the 0.18% expense ratio against a peer over decades.
Tool · Overlap
Compare IWD's holdings with peers
Pairwise holdings heatmap, pre-loaded with similar US Value funds.
Tool · TLH
Find a tax-loss harvesting partner for IWD
Ranks every catalog fund by holdings overlap, flags wash-sale risk.
Tool · Placement
Where should this fund live across your accounts?
Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | AMAZON.COM, INC. | 5.93% |
| 2 | APPLE INC. | 5.37% |
| 3 | MICROSOFT CORPORATION | 3.88% |
| 4 | BERKSHIRE HATHAWAY INC. | 2.61% |
| 5 | JPMORGAN CHASE & CO. | 2.45% |
| 6 | INTEL CORPORATION | 1.72% |
| 7 | JOHNSON & JOHNSON | 1.71% |
| 8 | EXXON MOBIL CORPORATION | 1.59% |
| 9 | CISCO SYSTEMS, INC. | 1.30% |
| 10 | WALMART INC. | 1.27% |
Compare IWD with another fund
Or skim the closest-overlap funds below.
Similar ETFs by holdings overlap
Open IWD at a brokerage
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodologyand funding disclosure.