Ishares Russell 1000 Etf Profile

IWD Etf  USD 178.54  2.89  1.65%   

Performance

17 of 100

 
Low
 
High
Solid

Odds Of Distress

Less than 9

 
100  
 
Zero
Low
IShares Russell is trading at 178.54 as of the 28th of March 2024, a 1.65 percent increase since the beginning of the trading day. The etf's lowest day price was 176.68. IShares Russell has less than a 9 % chance of experiencing financial distress in the next few years and had a solid performance during the last 90 days. Equity ratings for IShares Russell 1000 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of June 2022 and ending today, the 28th of March 2024. Click here to learn more.
The fund generally invests at least 80 percent of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index and may invest up to 20 percent of its assets in certain futures, options and swap contracts, cash and cash equivalents. More on IShares Russell 1000

Moving together with IShares Etf

  1.0VTV Vanguard Value IndexPairCorr
  0.99VYM Vanguard High DividendPairCorr
  0.98DGRO IShares Core DividendPairCorr
  0.97IVE IShares SP 500PairCorr
  0.76DVY IShares Select DividendPairCorr
  1.0SPYV SPDR Portfolio SPPairCorr

Moving against IShares Etf

  0.66YCL ProShares Ultra YenPairCorr
  0.66CYB CYBPairCorr
  0.59FXY Invesco CurrencySharesPairCorr

IShares Etf Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. IShares Russell's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding IShares Russell or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
ChairmanGeorge Parker
Thematic Ideas
(View all Themes)
Old NameBtc Ishares Russell 1000 Value Etf
Business ConcentrationLarge Cap ETFs, Size And Style ETFs, Baby Boomer Prospects, Large Value, iShares (View all Sectors)
IssueriShares
Inception Date2000-05-22
BenchmarkRussell 1000 Value Index
Entity TypeRegulated Investment Company
Asset Under Management55.33 Billion
Average Trading Valume1.65 Million
Asset TypeEquity
CategorySize and Style
FocusLarge Cap
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorCitibank, N.A.
AdvisorBlackRock Fund Advisors
CustodianCitibank, N.A.
DistributorBlackRock Investments, LLC
Portfolio ManagerDiane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason
Transfer AgentCitibank, N.A.
Fiscal Year End31-Mar
ExchangeNYSE Arca, Inc.
Number of Constituents850
Market MakerLatour Trading
Total Expense0.18
Management Fee0.18
Country NameUSA
Returns Y T D6.76
NameiShares Russell 1000 Value ETF
Currency CodeUSD
Open FigiBBG000CG9VP5
In Threey Volatility16.51
1y Volatility14.5
200 Day M A160.07
50 Day M A169.63
CodeIWD
Updated At27th of March 2024
Currency NameUS Dollar
IShares Russell 1000 [IWD] is traded in USA and was established 2000-05-22. The fund is classified under Large Value category within iShares family. The entity is thematically classified as Large Cap ETFs. IShares Russell 1000 currently have 53.25 B in assets under management (AUM). , while the total return for the last 3 years was 6.9%.
Check IShares Russell Probability Of Bankruptcy

Geographic Allocation (%)

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as IShares Russell 1000 Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

IShares Russell 1000 Currency Exposure

IShares Russell 1000 holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of IShares Russell will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in IShares Russell 1000.

Top IShares Russell 1000 Etf Constituents

JPMJPMorgan Chase CoStockFinancials
XOMExxon Mobil CorpStockEnergy
WMTWalmartStockConsumer Staples
VZVerizon CommunicationsStockCommunication Services
UNHUnitedHealth Group IncorporatedStockHealth Care
TATT IncStockCommunication Services
PGProcter GambleStockConsumer Staples
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IShares Russell Target Price Odds Analysis

What are IShares Russell's target price odds to finish over the current price? Based on a normal probability distribution, the odds of IShares Russell jumping above the current price in 90 days from now is about 1.01%. The IShares Russell 1000 probability density function shows the probability of IShares Russell etf to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon IShares Russell has a beta of 0.9663. This usually indicates IShares Russell 1000 market returns are highly-sensitive to returns on the market. As the market goes up or down, IShares Russell is expected to follow. Additionally, iShares Russell 1000 has an alpha of 0.0102, implying that it can generate a 0.0102 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 178.54HorizonTargetOdds Above 178.54
98.96%90 days
 178.54 
1.01%
Based on a normal probability distribution, the odds of IShares Russell to move above the current price in 90 days from now is about 1.01 (This IShares Russell 1000 probability density function shows the probability of IShares Etf to fall within a particular range of prices over 90 days) .

IShares Russell Top Holders

SMILXSmi Servative AllocationMutual FundAllocation--70% to 85% Equity
QMLAXQuantified Market LeadersMutual FundTactical Allocation
BIGRXIncome Growth FundMutual FundLarge Value
NAWIXVoya Global EquityMutual FundWorld Large-Stock Value
DECMXBcm Decathlon ModerateMutual FundEquity Market Neutral
DECIXBcm Decathlon ModerateMutual FundEquity Market Neutral
CBACXAb Global RiskMutual FundTactical Allocation
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IShares Russell 1000 Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. IShares Russell market risk premium is the additional return an investor will receive from holding IShares Russell long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares Russell. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although IShares Russell's alpha and beta are two of the key measurements used to evaluate IShares Russell's performance over the market, the standard measures of volatility play an important role as well.

IShares Russell Against Markets

Picking the right benchmark for IShares Russell etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in IShares Russell etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for IShares Russell is critical whether you are bullish or bearish towards IShares Russell 1000 at a given time. Please also check how IShares Russell's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in IShares Russell without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy IShares Etf?

Before investing in IShares Russell, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in IShares Russell. To buy IShares Russell etf, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of IShares Russell. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase IShares Russell etf. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located IShares Russell 1000 etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased IShares Russell 1000 etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as IShares Russell 1000, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy IShares Etf please use our How to Invest in IShares Russell guide.

Already Invested in IShares Russell 1000?

The danger of trading IShares Russell 1000 is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of IShares Russell is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than IShares Russell. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile IShares Russell 1000 is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether IShares Russell 1000 is a strong investment it is important to analyze IShares Russell's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact IShares Russell's future performance. For an informed investment choice regarding IShares Etf, refer to the following important reports:
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in IShares Russell 1000. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in housing.
You can also try the Earnings Calls module to check upcoming earnings announcements updated hourly across public exchanges.

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When running IShares Russell's price analysis, check to measure IShares Russell's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy IShares Russell is operating at the current time. Most of IShares Russell's value examination focuses on studying past and present price action to predict the probability of IShares Russell's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move IShares Russell's price. Additionally, you may evaluate how the addition of IShares Russell to your portfolios can decrease your overall portfolio volatility.
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The market value of IShares Russell 1000 is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares Russell's value that differs from its market value or its book value, called intrinsic value, which is IShares Russell's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares Russell's market value can be influenced by many factors that don't directly affect IShares Russell's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares Russell's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Russell is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Russell's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.