ETF Analysis
iShares Russell 1000 Value ETF (IWD) ETF Analysis
iShares Russell 1000 Value ETF (IWD) ETF analysis covering performance, holdings context, risk, drawdowns, volatility, momentum, dividends, valuation exposure, and the current AlgovestIQ assessment.
iShares Russell 1000 Value ETF (IWD) currently has an AIQ Score of 60/100, indicating a neutral setup. Risk is the strongest factor at 77/100. Value is the weakest current factor at 42/100. Performance, momentum, risk, distribution, and exposure evidence should be read together at the latest market-close snapshot.
IWD at a Glance
Crawlable current metrics from the latest market-close ETF snapshot.
| Metric | Current |
|---|---|
| Price | $257.45 |
| AIQ Score | 60/100 |
| Overall View | Neutral |
| Technical Analysis Consensus | Neutral |
| Fund Size | $82.84B |
| Expense Ratio | 0.18% |
| Holdings Count | 868 |
| NAV | $258.35 |
| Asset Class | Equity |
| Primary Exposure | Information Technology (20.12%) |
| Issuer | IShares |
| Domicile | US |
| Inception Date | May 22, 2000 |
| Distribution Yield | 1.37% |
| Beta | 0.85 |
| Average Volume | 1.81M |
| 52-week range | $199.79-$267.24 |
| RSI 14 | 53.77 |
| 50-Day SMA | $254.98 |
| 200-Day SMA | $239.27 |
| Risk Score | 77/100 |
| Momentum Score | 65/100 |
| Value Exposure Score | 42/100 |
IWD Long-Horizon ETF Performance
Trailing returns, growth of $10,000, drawdown history, and calendar-year returns from available daily closes.
| Period | Total return | Annualized | Max drawdown | Start date |
|---|---|---|---|---|
| 1Y | 26.76% | 26.78% | -7.14% | Nov 6, 2025 |
| 3Y | 70.38% | 19.43% | -16.50% | Nov 6, 2023 |
| 5Y | 54.03% | 9.04% | -20.25% | Nov 8, 2021 |
| 10Y | 54.03% | 9.04% | -20.25% | Nov 8, 2021 |
Growth of $10,000
Indexed to the first available close in this history window.
Drawdown History
Peak-to-trough decline from each prior high over the available window.
Calendar-Year Returns
Full-year returns where available, with the current calendar year shown as YTD.
IWDiShares Russell 1000 Value ETF
Financial Services / Asset Management - Global
Relative Leader / Watch
Strong Relative Position
Latest quote
- Momentum65
- Value42
- Quality66
- Risk resilience77
- Sentiment—
IWD ETF Analysis Summary
iShares Russell 1000 Value ETF (IWD) currently has an AIQ Score of 60/100, indicating a neutral setup. Risk resilience is the strongest factor at 77/100. Value is the weakest current factor at 42/100. Performance, exposure, distribution, momentum, and risk evidence should be read together at the latest market-close snapshot.
In a neutral regime, IWD has AIQ Score of 60/100 with Risk resilience base of 77/100 and fading Value at 42/100. Wait for component alignment before adding exposure.
Risk resilience (77/100) leads while Value (42/100) lags. This cross-factor spread creates entry timing uncertainty.
Financial Services · -0.36% ETF move · IWD classified in Asset Management - Global.
Current Evidence
AlgovestIQ Evidence Summary
Current consensus, supporting evidence, recent changes, and what would strengthen or weaken the view.
Is IWD Bullish or Bearish Right Now?
IWD currently has a neutral overall setup. Risk Resilience is the strongest factor at 77/100, while Value is weakest at 42/100. The current evidence suggests a mixed rather than strongly bullish or bearish setup.
- - Quality is supportive at 66/100.
- - Momentum is constructive at 65/100.
- - Risk Resilience is supportive at 77/100.
- - Price is +0.97% above its 50-day SMA.
- - Technical consensus has more buy votes than sell votes (21 vs 17).
- - Value is the current constraint at 42/100.
Current Consensus
IWD's Technical Analysis Consensus is currently Neutral, with 21 buy, 7 neutral, and 17 sell votes. IWD's 14-day RSI is 53.77, which places the ETF in a neutral momentum range. IWD's beta is 0.85, indicating market sensitivity broadly in line with the market.
What Changed in IWD?
The largest recent change in IWD is Momentum moving down by 10.0 points over the available 7-day comparison window. Risk Resilience remains the strongest visible factor.
What Would Change the IWD Outlook?
The current neutral outlook could improve if AIQ moves above 70, momentum recovers, risk resilience improves, and price confirms a stronger trend above the 50-day and 200-day moving averages. It would weaken if AIQ falls below 40, price loses long-term moving-average support, distribution or liquidity context deteriorates, or risk evidence worsens.
AIQ > 70, RSI above 55, price above SMA-50/SMA-200, and positive market-context evidence.
AIQ below 40, RSI below 45, loss of SMA-200, negative revisions, or rising volatility and drawdown risk.
IWD Decision Framework
Public evidence layers, setup checks, and risk context for iShares Russell 1000 Value ETF.
iShares Russell 1000 Value ETF (IWD) ETF Analysis
iShares Russell 1000 Value ETF has an AIQ Score of 60/100 in a Neutral regime. Risk is strongest at 77/100. Beta is 0.85, below market sensitivity. Review the supporting etf factors together before drawing a conclusion from any single score.
| Evidence Layer | Public Evidence |
|---|---|
| Regime Context | IWD is in a Neutral AIQ regime with score 60/100. |
| Signal Conflict | The primary conflict is that risk leads at 77/100 while value lags at 42/100. |
| Factor Evidence | Momentum 65/100 · Value 42/100 · Quality 66/100 · Risk 77/100 |
| Persistence | Current snapshot evidence is shown; historical persistence remains in AIQ Pro. |
Current Setup Checklist
Risk is the strongest factor at 77/100.
Momentum is 65/100 and RSI (14) is 53.8.
IWD is in a Neutral regime at 60/100.
Risk factor is 77/100 with beta 0.85 and annual volatility 11.61%.
Current conflict: risk leads at 77/100 while value lags at 42/100.
IWD Research Cluster
ETF-specific paths for performance, risk, distributions, market context, data, comparisons, and news.
IWD ETF Analytics
IWD holdings context, yield, risk, valuation exposure, momentum, and AIQ evidence.
IWD Technical Analysis
IWD technical setup based on RSI, MACD, moving averages, AIQ Momentum, volume, trend, volatility, and pivots.
IWD ETF Market Context
Track IWD market context, news pressure, trend changes, income events, and current allocation evidence.
IWD Distribution Analysis
IWD distribution yield, annualized distributions, payment history, and income context.
IWD ETF Data
IWD available fund data, market metrics, technical readings, risk measures, and AIQ evidence.
IWD Risk Analysis
IWD volatility, beta, drawdown, Sharpe ratio, VaR, and downside resilience.
IWD ETF News
IWD ETF news, market tone, recent headlines, and catalyst context.
IWD vs Factor / Style / Smart Beta Peers
Current peer cohort: IWD · IWF · IWN · MTUM · QMOM. Compare AIQ, factor scores, Sharpe ratio and 1-year volatility in one indexable view.
| Peer | AIQ | Value | Momentum | Risk | Sharpe | 1Y Volatility | Compare |
|---|---|---|---|---|---|---|---|
| IWD Current ETF | 60/100 | 42/100 | 65/100 | 77/100 | 1.77 | 11.61% | Current |
| IWF iShares Russell 1000 Growth ETF | 45/100 | 30/100 | 23/100 | 62/100 | -0.39 | 19.27% | IWD vs IWF |
| IWN iShares Russell 2000 Value ETF | 60/100 | 62/100 | 53/100 | 75/100 | 1.02 | 15.93% | IWD vs IWN |
| MTUM iShares MSCI USA Momentum Factor ETF | 52/100 | 72/100 | 23/100 | 42/100 | 0.12 | 29.07% | IWD vs MTUM |
| QMOM Alpha Architect U.S. Quantitative Momentum ETF | 37/100 | 41/100 | 24/100 | 57/100 | 0.01 | 26.85% | IWD vs QMOM |
Peer cohort is resolved dynamically from the AlgovestIQ universe taxonomy and Compare relationship graph. Data as of Nov 6, 2026.
About the AIQ Score
Methodology for the current ETF evidence.
The AlgovestIQ AIQ Score combines multiple dimensions of ETF evidence, including momentum, valuation exposure, quality, risk resilience, sentiment context, and timing signals. It is a descriptive research score, not a guarantee of future performance or a personalized recommendation.
View AIQ methodologyFactor Diagnostics
A compact bridge from the AIQ score to the evidence tabs.
Valuation exposure across the fund's holdings.
Quality context inferred from fund exposure and available evidence.
Trend, momentum, volume, and timing confirmation.
Resilience, volatility, beta, drawdown, and tail risk.
News and event pressure around the setup.
Open the return calculator with ETF context while purchase price, shares, dates and fees remain user inputs.
AIQ Component Profile
Compare the five component scores on one consistent 0–100 scale.
Review earnings timing, revisions, news pressure, and prior event reactions in one place.
Open catalystsNo quarterly financial rows in this snapshot.
Checked Nov 7, 2026
Explore factor drivers, conflicts, persistence, and scenario sensitivity in the advanced workspace.
ETF Analytics Snapshot
Current ETF evidence uses fund profile, cost, size, distribution, momentum, and risk fields.
ETF pages use fund-native profile fields for cost, size, liquidity, holdings breadth, NAV, issuer, and launch date.
Market Confirmation
Technicals are summarized first, with the indicator library behind it.
Risk Alignment
Higher resilience is stronger; exposure metrics stay separate.
Continue Researching IWD
Open the detailed evidence pages and workflows behind the stock overview read.
Premium Feature
Full AIQ Analysis
AIQ Intelligence
AIQ Pro for IWD
Scenario Analysis
AIQ Scenario Builder
Portfolio Implication
Related Links
IWD ETF FAQ
What is IWD ETF price today?
IWD is currently shown at $257.45. Use the live quote with the 52-week range and AIQ context before comparing funds.
What is IWD's 52-week high and low?
IWD's 52-week range is $199.79 to $267.24 based on the latest completed market-close snapshot from Nov 6, 2026. A price near either extreme should be evaluated with volatility and trend evidence.
Does IWD pay a dividend?
IWD's current distribution yield is 1.37% based on the latest completed market-close snapshot from Nov 6, 2026. For ETFs, dividend yield should be compared with expense ratio, holdings, and risk.
What should investors compare before buying IWD?
Compare IWD's price trend, expense profile, yield, holdings exposure, volatility, and AIQ signal. ETF decisions should focus on portfolio fit as much as current momentum.