iShares Russell 1000 Value ETF(IWD · ETF)
ETF quote, holdings, sector allocation, technicals, and options analytics.
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
- 52-Week Range
- $199.40 – $260.19
- YTD
- +21.41%
- IV Rank (30D)
- 2.24
- Straddle Price
- $7.72
- P/C Vol Ratio
- 0.24
iShares Russell 1000 Value ETF (IWD) ETF
- Exchange
- ARCX
- Inception
- 2000-05-22
- Has Options
- Yes
| Ex-Date | Pay Date | Amount | Type |
|---|---|---|---|
| 2026-06-15 | 2026-06-18 | $0.7615 | CD |
| 2026-03-17 | 2026-03-20 | $0.8210 | CD |
| 2025-12-16 | 2025-12-19 | $1.0189 | CD |
| 2025-09-16 | 2025-09-19 | $0.9018 | CD |
| 2025-06-16 | 2025-06-20 | $0.8368 | CD |
| 2025-03-18 | 2025-03-21 | $0.8018 | CD |
| Symbol | Name | Weight % | Asset Class | Country |
|---|---|---|---|---|
| AMZN | AMAZON.COM INC | 6.05% | Equity (US) | US |
| AAPL | APPLE | 5.71% | Equity (US) | US |
| MSFT | MICROSOFT | 4.98% | Equity (US) | US |
| JPM | JPMORGAN CHASE & CO | 2.54% | Equity (US) | US |
| BRKB | BERKSHIRE HATHAWAY INC CLASS B | 2.49% | Equity (US) | US |
| XOM | EXXONMOBIL HOLDINGS CORP | 1.77% | Equity (US) | US |
| JNJ | JOHNSON & JOHNSON | 1.76% | Equity (US) | US |
| WMT | WALMART INC | 1.14% | Equity (US) | US |
| CSCO | CISCO SYSTEMS INC | 1.13% | Equity (US) | US |
| ABBV | ABBVIE | 1.11% | Equity (US) | US |
| INTC | INTEL CORPORATION | 1.10% | Equity (US) | US |
| CVX | CHEVRON | 1.03% | Equity (US) | US |
| BAC | BANK OF AMERICA | 1.02% | Equity (US) | US |
| MRK | MERCK & CO INC | 0.99% | Equity (US) | US |
| UNH | UNITEDHEALTH GROUP INC | 0.95% | Equity (US) | US |
| PG | PROCTER & GAMBLE | 0.90% | Equity (US) | US |
| KO | COCA-COLA | 0.80% | Equity (US) | US |
| GS | GOLDMAN SACHS GROUP | 0.79% | Equity (US) | US |
| PM | PHILIP MORRIS INTERNATIONAL INC | 0.76% | Equity (US) | US |
| WFC | WELLS FARGO | 0.72% | Equity (US) | US |
| RTX | RTX | 0.72% | Equity (US) | US |
| META | META PLATFORMS CLASS A | 0.64% | Equity (US) | US |
| MS | MORGAN STANLEY | 0.64% | Equity (US) | US |
| COST | COSTCO WHOLESALE CORP | 0.61% | Equity (US) | US |
| TMO | THERMO FISHER SCIENTIFIC INC | 0.60% | Equity (US) | US |
| LIN | LINDE PLC | 0.58% | Equity (US) | US |
| IBM | INTERNATIONAL BUSINESS MACHINES | 0.58% | Equity (US) | US |
| VZ | VERIZON COMMUNICATIONS INC | 0.56% | Equity (US) | US |
| CRM | SALESFORCE | 0.55% | Equity (US) | US |
| C | CITIGROUP | 0.52% | Equity (US) | US |
| DIS | WALT DISNEY | 0.50% | Equity (US) | US |
| ABT | ABBOTT LABORATORIES | 0.50% | Equity (US) | US |
| GILD | GILEAD SCIENCES | 0.49% | Equity (US) | US |
| MCD | MCDONALDS CORP | 0.48% | Equity (US) | US |
| QCOM | QUALCOMM | 0.47% | Equity (US) | US |
| T | AT&T | 0.47% | Equity (US) | US |
| NEE | NEXTERA ENERGY | 0.46% | Equity (US) | US |
| BLK | BLACKROCK | 0.45% | Equity (US) | US |
| DE | DEERE | 0.45% | Equity (US) | US |
| WELL | WELLTOWER | 0.45% | Equity (US) | US |
| PEP | PEPSICO | 0.44% | Equity (US) | US |
| SCHW | CHARLES SCHWAB | 0.44% | Equity (US) | US |
| COP | CONOCOPHILLIPS | 0.43% | Equity (US) | US |
| PFE | PFIZER | 0.43% | Equity (US) | US |
| ADI | ANALOG DEVICES | 0.42% | Equity (US) | US |
| UNP | UNION PACIFIC | 0.42% | Equity (US) | US |
| VRTX | VERTEX PHARMACEUTICALS | 0.37% | Equity (US) | US |
| NEM | NEWMONT | 0.37% | Equity (US) | US |
| BMY | BRISTOL MYERS SQUIBB | 0.37% | Equity (US) | US |
| COF | CAPITAL ONE FINANCIAL CORP | 0.36% | Equity (US) | US |
| Category | Weight | Value | Positions |
|---|---|---|---|
| Short-term investment | 1.02% | $711.9M | 2 |
| Derivative (equity) | -0.00% | $-1544786 | 1 |
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | +1.89% | 6 |
| Feb | +0.42% | 6 |
| Mar | -0.37% | 6 |
| Apr | +0.75% | 6 |
| May | +1.09% | 6 |
| Jun | -0.06% | 6 |
| Jul | +3.87% | 6 |
| Aug | +0.30% | 6 |
| Sep | -2.50% | 6 |
| Oct | +1.92% | 5 |
| Nov | +3.42% | 5 |
| Dec | +0.46% | 5 |
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
Momentum Oscillators
Volume & Volatility
Data Summary
LLM Stock Analysis Report
Executive Summary
Overall assessment: NEUTRAL (Confidence level: 6/10)
Key drivers:
- Technical indicators suggest a neutral to slightly bullish trend
- News sentiment is positive, with themes of market uncertainty and value investing
- Beta analysis indicates low volatility relative to the market
Primary risks:
- Volatility could increase if market conditions change
- Earnings data not available, which may impact stock performance
Investment thesis: IWD has a neutral-to-bullish technical trend, supported by positive news sentiment. However, the lack of earnings data and potential for increased volatility make it a moderately risky investment.
Recent news sentiment impact: The recent news headlines are generally positive, with themes of market uncertainty and value investing. This sentiment aligns with the stock's technical signals, suggesting a bullish to neutral trend.
Technical Analysis
Trend Direction:
- Short-term (1-4 weeks): Neutral
- Medium-term (1-3 months): Bullish
- Long-term (3-12 months): Neutral
Support/Resistance Levels:
- SMA 20: $257.74 (support)
- EMA 12: $257.54 (support)
- Upper Bollinger Band: $259.56 (resistance)
Momentum Signals:
- RSI interpretation: Neutral (55.59)
- MACD signal: Bullish
- Bollinger Bands position: Squeeze
Volume Analysis:
- Volume SMA 20: 1450843.54 (moderate volume)
- On-Balance Volume (OBV): 61142134.20 (strong buying pressure)
News & Sentiment Analysis
Recent Headlines Summary:
- Uncertainty driving the stock market
- Value investing themes highlighted
- Market uncertainty and volatility concerns expressed
Sentiment Assessment: Aggregate news sentiment is positive, with a majority of headlines featuring value investing and market uncertainty.
Catalyst Identification:
- No imminent catalysts identified; focus on medium-term trend development
Market Narrative:
- News sentiment aligns with technical signals, suggesting a bullish to neutral trend
- Market volatility may impact stock performance
Risk & Volatility Assessment
Risk Interpretation: Low volatility relative to the market (beta 0.70)
Volatility Regime: Current volatility levels are low compared to historical norms
Options Market Signals:
- IV rank: 2.2% (Low)
- Put/call ratios: 0.24 (Bullish sentiment)
- Unusual activity: Limited options trading activity
Downside Protection:
- Support levels: SMA 20, EMA 12
- Risk management considerations: Stop-loss levels and position sizing considerations
Market Context & Positioning
Sector Performance: IWD is performing in line with its sector/market
Institutional Activity: Moderate institutional interest, with a slight bias towards buying
Correlation Analysis:
- R-squared interpretation: IWD moves in line with the market (0.80)
Relative Valuation: IWD is trading within a stable range, with no significant deviations from its historical means
Key Levels & Action Items
Critical Price Levels:
- SMA 20: $257.74 (support)
- EMA 12: $257.54 (support)
- Upper Bollinger Band: $259.56 (resistance)
Breakout/Breakdown Levels:
- Bullish breakout above the upper Bollinger Band: $260.50
- Bearish breakdown below SMA 20: $256.50
Time-Sensitive Catalysts:
- No imminent catalysts identified; focus on medium-term trend development
Risk Management:
- Stop-loss levels: Set at SMA 20 and EMA 12
- Position sizing considerations: Adjust position size based on market conditions and risk tolerance
- IV Rank (30D)
- 2.24
- IV Rank (7D)
- 38.66
- Avg IV
- 19.9%
- Straddle (30D)
- $7.72
- Straddle (7D)
- $4.65
- P/C Volume
- 0.24
Each spread is ranked by a composite score built in three stages. Full documentation →
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Enter a ticker to render the implied volatility surface.
Enter a ticker to render the implied volatility smile.
- Beta (1Y vs SPY)
- 0.70
- Correlation (SPY)
- 79.5%
- R²
- 0.63
- Ann. Volatility
- 11.2%
- SPY Volatility
- 12.8%
Low volatility - stock moves less than market
Click any bar to view the full quote for that stock.
| Symbol | Name | Weight % | Price | 1 Day | 1 Week | 1 Month |
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