IWD ETF Profile
IWD is a U.S. value equity ETF from IShares. Its largest disclosed positions include BRK-B, JPM, and GOOGL, and the top three holdings account for 7.52% of portfolio weight shown here. On ETF Overlap Checker, it currently connects to 61 comparison pages.
Issuer
IShares
Asset Class
Equity
Holdings
863
Compare Pages
61
About IWD
The iShares Russell 1000 Value ETF seeks to track the investment results of an index composed of large- and mid-capitalization U.S. equities that exhibit value characteristics.
- IWD has a broad holdings footprint, with 863 positions in the latest imported dataset.
- The largest disclosed position is BRK-B at 2.94% of the portfolio.
- The top three disclosed holdings make up 7.52% of the portfolio, and the top ten add up to 19.14%.
- Sector labels are limited in the visible top holdings, so the biggest positions matter more than sector buckets here.
- IWD currently appears in 61 active ETF comparison pages on this site.
Data And Coverage
- Expense ratio
- 0.18%
- AUM
- $69B
- Inception date
- May 22, 2000
- Holdings updated
- Mar 12, 2026
- Data source
- Financial Modeling Prep
Review the methodology for the overlap formula and visit the ETF directory for the full set of indexed fund hubs.
Compare IWD with another ETF
What Stands Out About IWD
Portfolio Shape
The disclosed top holdings suggest a broad portfolio rather than a narrow single-theme sleeve. BRK-B, JPM, and GOOGL are the largest visible positions, but the top three holdings add up to only 7.52% and the top ten to 19.14%. Sector labels are limited in the visible top holdings, so the concentration read is driven mainly by the largest names themselves.
What Kind Of Overlap To Expect
IWD should show the most meaningful overlap with adjacent style, factor, or dividend funds that own similar large positions. Comparisons against broader market or international ETFs will usually look more differentiated. That makes overlap checks useful before stacking multiple factor tilts that may still share the same core names.
When Investors Compare It
On this site, investors often compare IWD with VOO, VTI, and QQQ. Those matchups usually answer a simple question: does adding this fund create a different sleeve, or does it mostly duplicate exposure you already own? IWD currently connects to 61 live comparison pages.
Holdings Concentration Snapshot
Concentration
- Largest disclosed holding
- 2.94%
- Top 3 holdings
- 7.52%
- Top 10 holdings
- 19.14%
- Total holdings
- 863
These numbers help show whether IWD behaves more like a broad portfolio building block or a fund where the biggest positions dominate the ride.
Visible Sector Mix
Sector labels are limited in the visible top holdings for IWD, so the strongest signal here is still the size of the largest positions themselves.
Top Holdings
These holdings help explain how IWD overlaps with other funds. The top ten disclosed positions represent 19.14% of the portfolio shown here.
| Holding | Name | Sector | Weight |
|---|---|---|---|
| BRK-B | BERKSHIRE HATHAWAY INC CLASS B | N/A | 2.94% |
| JPM | JPMORGAN CHASE & CO | N/A | 2.53% |
| GOOGL | ALPHABET INC CLASS A | N/A | 2.04% |
| XOM | EXXON MOBIL CORP | N/A | 2.02% |
| JNJ | JOHNSON & JOHNSON | N/A | 1.89% |
| AMZN | AMAZON COM INC | N/A | 1.82% |
| GOOG | ALPHABET INC CLASS C | N/A | 1.66% |
| WMT | WALMART INC | N/A | 1.58% |
| MU | MICRON TECHNOLOGY INC | N/A | 1.45% |
| PG | PROCTER & GAMBLE | N/A | 1.18% |
Related Overlap Comparisons
Use these pages to see whether adding IWD changes your exposure or mostly duplicates positions you already own.