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ETF Context

IWD ETF Context

News · Liquidity · Exposure · AIQ Momentum

Financial ServicesAsset Management - GlobalScore data as of Sep 4, 2026

IWD

ETF Context
iShares Russell 1000 Value ETF
Financial Services· Asset Management - Global
AIQ Score
NeutralAIQ Edge 9/10
Relative Leader / Watch
Strong Relative Position
Score data as of Sep 4, 2026
Last price
$257.63
-$1.75 (-0.67%)
Latest market quote
Momentum63
Value43
Quality67
Risk Resilience85
Sentiment
View financial data

ETF Context Board

News pressure, liquidity, fund structure, exposure, and AIQ momentum context.

Inception date
May 21, 2000

Equity fund profile date from the ETF info snapshot.

AIQ Context
AIQ 62/100

Momentum 63/100 and sentiment beside current fund and news context.

Recent coverage
5 articles

Updated Sep 6, 2026 · Sentiment 63.53%

ETF Context Read

ETF context should explain what can change the setup and which AIQ component would move first.

Current ETF setup

Primary exposureBasic Materials (3.22%)

Largest available fund exposure bucket.

Expense ratio0.18%

Cost context that can affect long-term fund returns.

Average volume2.41M

Liquidity context for entry and exit conditions.

Holdings source dateSep 3, 2026

Latest source date for reported holdings.

Holdings changeNot available

No reliable ETF buy/sell change feed in this snapshot.

Sentiment score

News pressure around the ETF setup.

Momentum score63

Where market reaction would show up first.

AIQ score62/100

Composite decision read before confirmation.

Fund context

Issuer
IShares

Fund sponsor from the ETF info snapshot.

Asset class
Equity

Broad asset class for the ETF.

Primary exposure
Basic Materials (3.22%)

Largest available exposure bucket.

Fund size
$83.91B

Current assets under management when provided.

Expense ratio
0.18%

Annual fund cost reported by the provider.

Holdings
865

Number of positions in the fund snapshot.

Average volume
2.41M

Liquidity context from the ETF info snapshot.

Holdings source date
Sep 3, 2026

Latest holder snapshot source date.

Holdings change
Not available

Current ETF holder rows do not include reliable buy/sell change fields.

Institutional report date
Jun 30, 2026

Latest downstream institutional-holder filing date.

Institutional share change
-4.18M

Net filing-reported change across available institutional holder rows.

Institutional Holder Changes

Filing-reported ETF share ownership changes by holder; this is not intraday flow or constituent trading.

Largest reported increases
HolderSharesChangeReported
AMERIPRISE FINANCIAL INC8.64M7.45MJun 30, 2026
AMERIPRISE FINANCIAL INC8.64M7.45MJun 30, 2026
WELLS FARGO & COMPANY/MN5.69M671.29KJun 30, 2026
WELLS FARGO & COMPANY/MN5.69M671.29KJun 30, 2026
STIFEL FINANCIAL CORP1.82M356.12KJun 30, 2026
STIFEL FINANCIAL CORP1.82M356.12KJun 30, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC281.98K281.98KJun 30, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC281.98K281.98KJun 30, 2026
Largest reported decreases
HolderSharesChangeReported
FRANKLIN RESOURCES INC663.22K-1.7MJun 30, 2026
FRANKLIN RESOURCES INC663.22K-1.7MJun 30, 2026
MORGAN STANLEY40.66M-1.56MJun 30, 2026
MORGAN STANLEY40.66M-1.56MJun 30, 2026
BANK OF AMERICA CORP /DE/44.71M-1.43MJun 30, 2026
BANK OF AMERICA CORP /DE/44.71M-1.43MJun 30, 2026
NORTHERN TRUST CORP4.16M-997.03KJun 30, 2026
NORTHERN TRUST CORP4.16M-997.03KJun 30, 2026

News And Sentiment

Recent ETF coverage, scored where source sentiment is available.

Positive
4
Neutral
1
Negative
0
zacks.com · Aug 3, 2026

Should iShares Russell 1000 Value ETF (IWD) Be on Your Investing Radar?

Style Box ETF report for IWD

seekingalpha.com · Jul 22, 2026

Distillate Capital Q2 2026 Letter To Investors

Our U.S. FSV strategy's net of fee return of 2.24% YTD lagged the S&P 500's gain of 10.19% and the Russell 1000 Value's 16.22% gain.

businessinsider.com · Jul 22, 2026

3 elite value managers share their top stock picks right now

The value category has been hot in 2026 amid an ongoing market rotation. Three top fund managers say these are their top picks in the segment right now.

etftrends.com · Jul 2, 2026

How VALQ Capitalized on June’s Historic Value Migration

As growth stumbles, value filters evolve. Discover how American Century's VALQ ETF differentiates itself from other value-focused peers.

etftrends.com · Jul 1, 2026

ETF Approaches to Potential Rate Hikes

Navigate potential rate hikes with ETF strategies targeting floating-rate and short duration bonds, financial equities, and value stocks.

Open full news and sentiment

IWD ETF Context FAQ

What are the next catalysts for IWD stock?

IWD's next stock catalysts can include earnings, guidance, analyst ratings, price-target changes, estimate revisions, product updates, regulatory events, contracts, or sector developments. Use this page to connect those events with AIQ and market context.

What upcoming events could move IWD stock?

Upcoming events that could move IWD include earnings reports, management commentary, estimate changes, major news, and market-wide sector catalysts.

How could IWD's next earnings report affect the stock?

IWD's next earnings report could affect the stock by changing revenue expectations, EPS estimates, guidance, analyst ratings, price targets, estimate revisions, and momentum.

What could drive IWD stock higher?

IWD could move higher if earnings, guidance, demand trends, analyst expectations, or AIQ momentum improve relative to what the market already expects.

What events could hurt IWD stock?

IWD could be hurt by weaker guidance, negative estimate revisions, margin pressure, adverse news, regulatory issues, or a sector-wide risk-off move.