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U.S. Weekly FundFlows Insight Report: Equity ETFs Start 2024 With 14th Straight Weekly Inflow

After a banner year, Wall Street kicked off 2024 on a downbeat note as big tech faltered and yield rose, driving the appeal for value investing.

The iShares Russell 1000 Value ETF (IWD) was launched on 05/22/2000, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Value segment of the US equity market.

IWD offers exposure to a slightly better-valued portion of the Russell 1000, but it is certainly not a maximalist strategy. At this juncture, IWD has a strong 5.6% earnings yield, but the problem is that it is unappealing from other angles. I see a mix that would be neither perfectly fit for betting on the tech/growth rally to gain momentum nor suitable for expressing an opposite view.

As U.S. Treasury yields decline, investors may want to consider a defensive value equity allocation. Many investors limited their equity exposure in recent months, comfortable with the yields offered by fixed income investments and looking to minimize downside risk.

Launched on 05/22/2000, the iShares Russell 1000 Value ETF (IWD) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Value segment of the US equity market.

Given the current market environment, we have highlighted some investing strategies for the fourth quarter that could prove to be extremely beneficial for investors.

Earlier this week, we reminded advisors and end clients to do homework. Don't just rely on an ETF's descriptive name, like growth, to tell you what you own.

IWD invests in value stocks in the Russell 1000 index. A significant portion of its portfolio consists of sectors that are sensitive to the strength of the economy. IWD's current valuation is towards the high end of its historical average.

U.S. equities stumbled in August, but investors in multifactor ETFs may have been able to protect achieved gains and limit losses. The benchmark Russell 1000 fell 1.5% last month, while its value-tilted sister index the Russell 1000 Value slumped 2.4%.