Is IWD a good investment?

iShares Russell 1000 Value ETF (IWD) is a US large-cap value ETF. As of September 11, 2026, ETF Copilot scores IWD 4.0 out of 10 — highest on Return (6.5), lowest on Valuation (1.0). It trades at 21.3 times earnings, against its own median of 17.2. Its ten largest holdings are 29% of the fund.

Updated September 11, 2026

How is IWD rated? ETF Copilot scores iShares Russell 1000 Value ETF (IWD) 4.0 out of 10

As of September 11, 2026, ETF Copilot scores iShares Russell 1000 Value ETF (IWD) 4.0 out of 10 overall.

ETF Copilot scores (0–10 scale, higher is better):

Overall: 4.0 / 10
Growth: 1.1 / 10
Valuation: 1.0 / 10
Risk: 5.4 / 10
Quality: 6.1 / 10
Return: 6.5 / 10

What is IWD's expense ratio? 0.18% a year

As of September 11, 2026, IWD charges 0.18% a year, yields 1.69% and holds $84.1B in assets across 868 positions.

iShares Russell 1000 Value ETF (IWD) — cost, income and size
Measure	IWD
Expense ratio	0.18%
Dividend yield	1.69%
Assets under management	$84.1B
Holdings	868

Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.

What stands out in IWD's data

Owns U.S. large-cap value stocks, following the Russell 1000 Value index.

Priced above its own history and most value peers — you pay more for each dollar of earnings.

Trailing P/E multiple of 21.3x sits above both the 20.4x category median and its own 17.2x historical median.

A value tilt that adds large-cap exposure to a growth-leaning core.

Why did IWD move this week? It fell 1.5% in the week to September 11, 2026 — Microsoft and Johnson & Johnson drove it

IWD fell 1.5% in the week to September 11, 2026. The holdings that moved it most were Microsoft (−2.8%), Johnson & Johnson (−4.6%) and Merck (−5.5%); Intel (+12.3%) pushed the other way.

Is IWD expensive right now? It trades at 21.3 times earnings, against its own median of 17.2

As of September 11, 2026, IWD is more expensive than 92% of its own 114 monthly readings since 2017 — 105 of those months were cheaper than today.

Trailing twelve-month, computed by ETF Copilot from the fund's holdings rather than quoted from a data provider, and rebuilt nightly.

What's inside IWD? 21% Tech

What's inside IWD: Size (Large 83%, Mid 16%, Small 1%); Geography (International 4%, US 96%); Tech 20.9%; Magnificent 7 17.5%; AI 7.3%; Semiconductors 2.4%; Memory 1.9%.

What are IWD's top holdings? The ten largest are 29% of the fund

Amazon.com, Apple, Microsoft, JPMorgan Chase, Berkshire Hathaway, Exxonmobil, Johnson & Johnson, Intel, Cisco Systems and Walmart are IWD's largest holdings, in that order.

More concentrated than 59% of US Large Cap Value ETFs.

Half of IWD's weight sits in its 43 largest positions, and once those weights are taken into account it behaves like 71 equally weighted holdings.

Cite this

ETF Copilot, “iShares Russell 1000 Value ETF (IWD) scores and holdings analysis”, as of September 11, 2026.
https://etf-copilot.com/etf/iwd