IWD vs. EFIV ETF Comparison

Comparison of iShares Russell 1000 Value ETF (IWD) to SPDR S&P 500 ESG ETF (EFIV)

IWD

iShares Russell 1000 Value ETF

IWD Description

The investment seeks to track the investment results of an index composed of large- and mid-capitalization U.S. equities that exhibit value characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell 1000 Value Index (the "underlying index"), which measures the performance of large- and mid-capitalization value sectors of the U.S. equity market. It is a subset of the Russell 1000Â® Index, which measures the performance of the large-capitalization sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$197.71

Average Daily Volume

1,616,962

Number of Holdings ^*

865

* may have additional holdings in another (foreign) market

EFIV

SPDR S&P 500 ESG ETF

EFIV Description

• Seeks to provide investment results that, before fees and expenses, correspond generally to the S&P 500 ESG Index • EFIV is designed to track an index that is designed to select S&P 500 firms meeting certain sustainability criteria (criteria related to environmental, social and governance factors) while maintaining similar overall industry group weights as the S&P 500 Index • EFIV may serve as a potential ESG core exposure, based on its focus on sustainability criteria and comprehensive market coverage of the flagship core S&P 500 Index

Grade (RS Rating)

Last Trade

$57.77

Average Daily Volume

109,257

Number of Holdings ^*

313

* may have additional holdings in another (foreign) market

Performance

Period	IWD	EFIV
30 Days	3.53%	2.81%
60 Days	4.90%	4.79%
90 Days	6.95%	5.59%
12 Months	29.54%	30.64%

279 Overlapping Holdings

Symbol	Grade	Weight in IWD	Weight in EFIV	Overlap
A	D	0.15%	0.11%	0.11%
ABBV	D	0.65%	0.84%	0.65%
ABT	B	0.78%	0.56%	0.56%
ACGL	D	0.14%	0.11%	0.11%
ACN	C	0.86%	0.65%	0.65%
ADM	D	0.1%	0.07%	0.07%
ADP	B	0.03%	0.35%	0.03%
AFL	B	0.24%	0.16%	0.16%
AIG	B	0.19%	0.14%	0.14%
AIZ	A	0.04%	0.03%	0.03%
AJG	B	0.23%	0.18%	0.18%
AKAM	D	0.05%	0.04%	0.04%
ALB	C	0.05%	0.04%	0.04%
ALL	A	0.17%	0.15%	0.15%
ALLE	D	0.05%	0.03%	0.03%
AMAT	F	0.04%	0.42%	0.04%
AMCR	D	0.06%	0.04%	0.04%
AMD	F	0.29%	0.63%	0.29%
AME	A	0.17%	0.13%	0.13%
AMGN	D	0.13%	0.45%	0.13%
AMP	A	0.02%	0.15%	0.02%
AON	A	0.29%	0.23%	0.23%
APD	A	0.27%	0.19%	0.19%
APTV	D	0.06%	0.04%	0.04%
ARE	D	0.07%	0.05%	0.05%
AVB	B	0.13%	0.09%	0.09%
AVY	D	0.04%	0.05%	0.04%
AWK	D	0.1%	0.07%	0.07%
AXP	A	0.39%	0.45%	0.39%
BAC	A	1.23%	0.86%	0.86%
BALL	D	0.07%	0.05%	0.05%
BAX	D	0.06%	0.05%	0.05%
BBY	D	0.08%	0.05%	0.05%
BDX	F	0.25%	0.19%	0.19%
BEN	C	0.02%	0.02%	0.02%
BIIB	F	0.09%	0.07%	0.07%
BK	A	0.22%	0.16%	0.16%
BKR	B	0.17%	0.12%	0.12%
BLK	C	0.6%	0.4%	0.4%
BMY	B	0.44%	0.33%	0.33%
BR	A	0.01%	0.07%	0.01%
BSX	B	0.5%	0.36%	0.36%
BWA	D	0.03%	0.02%	0.02%
BXP	D	0.05%	0.03%	0.03%
C	A	0.51%	0.37%	0.37%
CAG	D	0.05%	0.04%	0.04%
CAH	B	0.05%	0.09%	0.05%
CARR	D	0.24%	0.18%	0.18%
CAT	B	0.63%	0.52%	0.52%
CB	C	0.45%	0.3%	0.3%
CBOE	B	0.08%	0.06%	0.06%
CBRE	B	0.16%	0.11%	0.11%
CCL	B	0.09%	0.07%	0.07%
CF	B	0.06%	0.04%	0.04%
CFG	B	0.08%	0.06%	0.06%
CHRW	C	0.05%	0.04%	0.04%
CI	F	0.32%	0.26%	0.26%
CL	D	0.13%	0.21%	0.13%
CMCSA	B	0.64%	0.47%	0.47%
CME	A	0.32%	0.23%	0.23%
CMI	A	0.19%	0.14%	0.14%
CNC	D	0.12%	0.09%	0.09%
COF	B	0.27%	0.2%	0.2%
CPB	D	0.03%	0.02%	0.02%
CRL	C	0.04%	0.03%	0.03%
CRM	B	0.18%	0.92%	0.18%
CSCO	B	0.91%	0.66%	0.66%
CSGP	D	0.11%	0.09%	0.09%
CSX	B	0.27%	0.2%	0.2%
CTAS	B	0.01%	0.21%	0.01%
CTVA	C	0.15%	0.11%	0.11%
CVS	D	0.26%	0.19%	0.19%
CVX	A	1.08%	0.75%	0.75%
CZR	F	0.03%	0.02%	0.02%
DAL	C	0.16%	0.12%	0.12%
DAY	B	0.04%	0.03%	0.03%
DE	A	0.39%	0.28%	0.28%
DFS	B	0.17%	0.12%	0.12%
DGX	A	0.07%	0.05%	0.05%
DHI	D	0.19%	0.13%	0.13%
DHR	F	0.58%	0.43%	0.43%
DIS	B	0.82%	0.52%	0.52%
DLR	B	0.23%	0.15%	0.15%
DOC	D	0.06%	0.04%	0.04%
DOV	A	0.11%	0.08%	0.08%
DOW	F	0.12%	0.09%	0.09%
DVN	F	0.09%	0.07%	0.07%
EA	A	0.17%	0.11%	0.11%
EBAY	D	0.12%	0.08%	0.08%
ECL	D	0.03%	0.18%	0.03%
ED	D	0.13%	0.09%	0.09%
EG	C	0.05%	0.04%	0.04%
EIX	B	0.12%	0.09%	0.09%
EL	F	0.04%	0.04%	0.04%
ELV	F	0.3%	0.27%	0.27%
EMR	A	0.28%	0.21%	0.21%
EQIX	A	0.31%	0.24%	0.24%
EQR	B	0.11%	0.07%	0.07%
EQT	B	0.09%	0.07%	0.07%
ES	D	0.08%	0.06%	0.06%
ETN	A	0.56%	0.41%	0.41%
ETR	B	0.12%	0.09%	0.09%
EW	C	0.13%	0.11%	0.11%
EXC	C	0.15%	0.11%	0.11%
EXR	D	0.13%	0.1%	0.1%
FANG	D	0.13%	0.09%	0.09%
FCX	D	0.24%	0.17%	0.17%
FDS	B	0.05%	0.05%	0.05%
FI	A	0.32%	0.34%	0.32%
FIS	C	0.19%	0.14%	0.14%
FITB	A	0.12%	0.09%	0.09%
FMC	D	0.03%	0.02%	0.02%
FRT	B	0.04%	0.02%	0.02%
FTV	C	0.1%	0.07%	0.07%
GE	D	0.59%	0.55%	0.55%
GILD	C	0.43%	0.32%	0.32%
GIS	D	0.14%	0.1%	0.1%
GL	B	0.04%	0.03%	0.03%
GM	B	0.25%	0.18%	0.18%
GPC	D	0.07%	0.05%	0.05%
GPN	B	0.12%	0.08%	0.08%
GS	A	0.53%	0.52%	0.52%
GWW	B	0.03%	0.15%	0.03%
HAL	C	0.1%	0.07%	0.07%
HAS	D	0.0%	0.02%	0.0%
HBAN	A	0.1%	0.07%	0.07%
HD	A	0.32%	1.13%	0.32%
HES	B	0.06%	0.11%	0.06%
HIG	B	0.13%	0.1%	0.1%
HLT	A	0.12%	0.17%	0.12%
HOLX	D	0.07%	0.05%	0.05%
HPE	B	0.11%	0.08%	0.08%
HPQ	B	0.11%	0.1%	0.1%
HRL	D	0.03%	0.02%	0.02%
HST	C	0.05%	0.03%	0.03%
HSY	F	0.08%	0.08%	0.08%
HUBB	B	0.09%	0.07%	0.07%
HUM	C	0.13%	0.1%	0.1%
ICE	C	0.34%	0.25%	0.25%
IEX	B	0.07%	0.05%	0.05%
IFF	D	0.09%	0.06%	0.06%
INCY	C	0.04%	0.04%	0.04%
INTC	D	0.4%	0.3%	0.3%
IPG	D	0.04%	0.03%	0.03%
IR	B	0.16%	0.12%	0.12%
IRM	D	0.06%	0.09%	0.06%
ITW	B	0.2%	0.21%	0.2%
IVZ	B	0.03%	0.02%	0.02%
JBHT	C	0.06%	0.04%	0.04%
JCI	C	0.22%	0.16%	0.16%
JKHY	D	0.05%	0.04%	0.04%
JPM	A	2.74%	1.91%	1.91%
K	A	0.08%	0.06%	0.06%
KDP	D	0.14%	0.11%	0.11%
KEY	B	0.07%	0.05%	0.05%
KHC	F	0.11%	0.08%	0.08%
KIM	A	0.06%	0.05%	0.05%
KMI	A	0.21%	0.14%	0.14%
KMX	B	0.04%	0.03%	0.03%
KO	D	0.4%	0.68%	0.4%
KR	B	0.15%	0.11%	0.11%
LIN	D	0.84%	0.61%	0.61%
LKQ	D	0.04%	0.03%	0.03%
LOW	D	0.6%	0.43%	0.43%
LW	C	0.03%	0.03%	0.03%
LYB	F	0.08%	0.06%	0.06%
MAR	B	0.25%	0.19%	0.19%
MAS	D	0.07%	0.05%	0.05%
MCD	D	0.77%	0.59%	0.59%
MDLZ	F	0.34%	0.25%	0.25%
MDT	D	0.44%	0.31%	0.31%
MET	A	0.19%	0.13%	0.13%
MGM	D	0.03%	0.02%	0.02%
MHK	D	0.03%	0.02%	0.02%
MKC	D	0.07%	0.05%	0.05%
MKTX	D	0.04%	0.03%	0.03%
MMC	B	0.37%	0.31%	0.31%
MOS	F	0.03%	0.02%	0.02%
MPC	D	0.22%	0.15%	0.15%
MRNA	F	0.05%	0.04%	0.04%
MS	A	0.57%	0.46%	0.46%
MSCI	C	0.07%	0.14%	0.07%
MTB	A	0.14%	0.1%	0.1%
MTD	D	0.1%	0.07%	0.07%
MU	D	0.41%	0.31%	0.31%
NDAQ	A	0.13%	0.09%	0.09%
NEE	D	0.61%	0.42%	0.42%
NEM	D	0.18%	0.13%	0.13%
NKE	D	0.14%	0.26%	0.14%
NSC	B	0.23%	0.17%	0.17%
NTRS	A	0.08%	0.06%	0.06%
NWS	B	0.01%	0.01%	0.01%
NWSA	B	0.04%	0.03%	0.03%
OKE	A	0.25%	0.18%	0.18%
OMC	C	0.07%	0.06%	0.06%
ON	D	0.11%	0.08%	0.08%
OTIS	C	0.16%	0.11%	0.11%
OXY	D	0.13%	0.1%	0.1%
PARA	C	0.02%	0.02%	0.02%
PAYX	C	0.11%	0.13%	0.11%
PCAR	B	0.22%	0.17%	0.17%
PEG	A	0.17%	0.12%	0.12%
PEP	F	0.18%	0.63%	0.18%
PFG	D	0.08%	0.05%	0.05%
PG	A	1.21%	1.09%	1.09%
PH	A	0.35%	0.25%	0.25%
PHM	D	0.1%	0.07%	0.07%
PLD	D	0.41%	0.3%	0.3%
PNC	B	0.32%	0.23%	0.23%
PNR	A	0.07%	0.05%	0.05%
PPG	F	0.11%	0.08%	0.08%
PRU	A	0.18%	0.12%	0.12%
PSA	D	0.18%	0.15%	0.15%
PSX	C	0.21%	0.15%	0.15%
PWR	A	0.13%	0.13%	0.13%
PYPL	B	0.34%	0.25%	0.25%
QCOM	F	0.04%	0.5%	0.04%
RCL	A	0.14%	0.15%	0.14%
REG	B	0.05%	0.03%	0.03%
REGN	F	0.28%	0.24%	0.24%
RF	A	0.09%	0.07%	0.07%
RJF	A	0.12%	0.08%	0.08%
RL	B	0.03%	0.02%	0.02%
RMD	C	0.1%	0.1%	0.1%
ROK	B	0.12%	0.09%	0.09%
ROST	C	0.14%	0.13%	0.13%
RSG	A	0.17%	0.12%	0.12%
RVTY	F	0.05%	0.04%	0.04%
SBAC	D	0.09%	0.06%	0.06%
SBUX	A	0.1%	0.32%	0.1%
SCHW	B	0.42%	0.33%	0.33%
SHW	A	0.03%	0.25%	0.03%
SJM	D	0.04%	0.03%	0.03%
SLB	C	0.24%	0.17%	0.17%
SPGI	C	0.61%	0.45%	0.45%
SRE	A	0.23%	0.16%	0.16%
STT	A	0.11%	0.08%	0.08%
SW	A	0.1%	0.07%	0.07%
SWK	D	0.05%	0.04%	0.04%
SYF	B	0.1%	0.07%	0.07%
SYK	C	0.39%	0.37%	0.37%
SYY	B	0.06%	0.11%	0.06%
T	A	0.63%	0.45%	0.45%
TAP	C	0.04%	0.03%	0.03%
TFC	A	0.24%	0.17%	0.17%
TFX	F	0.04%	0.03%	0.03%
TGT	F	0.27%	0.2%	0.2%
TJX	A	0.22%	0.38%	0.22%
TMUS	B	0.44%	0.33%	0.33%
TPR	B	0.05%	0.03%	0.03%
TROW	B	0.1%	0.07%	0.07%
TRV	B	0.23%	0.16%	0.16%
TSN	B	0.07%	0.05%	0.05%
TT	A	0.24%	0.26%	0.24%
TTWO	A	0.12%	0.08%	0.08%
UDR	B	0.06%	0.04%	0.04%
ULTA	F	0.01%	0.05%	0.01%
UNH	C	1.98%	1.56%	1.56%
UNP	C	0.29%	0.41%	0.29%
UPS	C	0.38%	0.27%	0.27%
URI	B	0.16%	0.16%	0.16%
USB	A	0.3%	0.22%	0.22%
VLO	C	0.17%	0.12%	0.12%
VTR	C	0.1%	0.07%	0.07%
WAB	B	0.13%	0.1%	0.1%
WAT	B	0.03%	0.06%	0.03%
WBA	F	0.02%	0.02%	0.02%
WDC	D	0.08%	0.06%	0.06%
WELL	A	0.32%	0.22%	0.22%
WMB	A	0.27%	0.19%	0.19%
WMT	A	1.42%	1.03%	1.03%
WTW	B	0.12%	0.09%	0.09%
WY	D	0.09%	0.06%	0.06%
WYNN	D	0.03%	0.02%	0.02%
XOM	B	2.08%	1.5%	1.5%
XYL	D	0.11%	0.08%	0.08%
YUM	B	0.09%	0.11%	0.09%
ZBH	C	0.09%	0.06%	0.06%
ZTS	D	0.05%	0.22%	0.05%

IWD Overweight 586 Positions Relative to EFIV

Symbol	Grade	Weight
BRK.A	B	3.35%
JNJ	D	1.45%
WFC	A	1.01%
PM	B	0.78%
TMO	F	0.76%
IBM	C	0.73%
VZ	C	0.68%
TXN	C	0.63%
RTX	C	0.61%
PFE	D	0.55%
COP	C	0.51%
HON	B	0.49%
ADI	D	0.4%
MO	A	0.37%
SO	D	0.37%
GEV	B	0.35%
DUK	C	0.34%
GD	F	0.31%
BA	F	0.31%
EOG	A	0.3%
LMT	D	0.3%
KKR	A	0.28%
NOC	D	0.27%
MRVL	B	0.27%
FDX	B	0.26%
CRH	A	0.26%
MMM	D	0.23%
ROP	B	0.23%
CEG	D	0.23%
VRTX	F	0.23%
TDG	D	0.21%
AEP	D	0.2%
D	C	0.19%
HCA	F	0.19%
O	D	0.19%
MSTR	C	0.19%
CCI	D	0.18%
KVUE	A	0.18%
LHX	C	0.18%
HWM	A	0.17%
F	C	0.17%
SPG	B	0.17%
MCK	B	0.17%
PCG	A	0.17%
LEN	D	0.16%
MSI	B	0.16%
FERG	B	0.15%
STZ	D	0.15%
CTSH	B	0.15%
XEL	A	0.15%
APH	A	0.14%
NUE	C	0.14%
GLW	B	0.14%
CHTR	C	0.14%
GRMN	B	0.13%
VICI	C	0.13%
MCHP	D	0.13%
GEHC	F	0.13%
MLM	B	0.13%
DD	D	0.13%
UAL	A	0.12%
DELL	C	0.12%
IQV	D	0.12%
WEC	A	0.12%
SQ	B	0.11%
VMC	B	0.11%
ANSS	B	0.11%
DTE	C	0.1%
PPL	B	0.1%
NVR	D	0.1%
KEYS	A	0.1%
FCNCA	A	0.1%
KMB	D	0.1%
CHD	B	0.1%
WBD	C	0.09%
CINF	A	0.09%
PGR	A	0.09%
LNG	B	0.09%
FE	C	0.09%
AEE	A	0.09%
EFX	F	0.09%
COO	D	0.08%
LUV	C	0.08%
CNP	B	0.08%
LH	C	0.08%
IP	B	0.08%
FSLR	F	0.08%
CMS	C	0.08%
INVH	D	0.08%
STLD	B	0.08%
PKG	A	0.08%
ZM	B	0.08%
HOOD	B	0.08%
ILMN	D	0.08%
EXE	B	0.08%
APO	B	0.08%
LDOS	C	0.08%
STE	F	0.08%
TDY	B	0.08%
ATO	A	0.08%
MKL	A	0.07%
OC	A	0.07%
CVNA	B	0.07%
TRMB	B	0.07%
J	F	0.07%
TRU	D	0.07%
CSL	C	0.07%
RS	B	0.07%
WRB	A	0.07%
WSO	A	0.07%
MAA	B	0.07%
SNA	A	0.07%
CTRA	B	0.07%
IBKR	A	0.07%
BLDR	D	0.07%
ESS	B	0.07%
EVRG	A	0.06%
EXPD	D	0.06%
EWBC	A	0.06%
VRSN	F	0.06%
NDSN	B	0.06%
ACM	A	0.06%
BRO	B	0.06%
THC	D	0.06%
USFD	A	0.06%
L	A	0.06%
GGG	B	0.06%
RGA	A	0.06%
VTRS	A	0.06%
SUI	D	0.06%
ZBRA	B	0.06%
TOL	B	0.06%
LNT	A	0.06%
SSNC	B	0.06%
FNF	B	0.06%
UTHR	C	0.06%
TXT	D	0.06%
MRO	B	0.06%
GEN	B	0.06%
NI	A	0.06%
DG	F	0.06%
Z	A	0.05%
UHS	D	0.05%
SOFI	A	0.05%
CDW	F	0.05%
EMN	D	0.05%
JNPR	F	0.05%
BMRN	D	0.05%
SCI	B	0.05%
NVT	B	0.05%
NTNX	A	0.05%
WPC	D	0.05%
FTI	A	0.05%
CASY	A	0.05%
EPAM	C	0.05%
CPT	B	0.05%
COHR	B	0.05%
ITT	A	0.05%
CLH	B	0.05%
AMH	D	0.05%
BG	F	0.05%
GLPI	C	0.05%
UNM	A	0.05%
DLTR	F	0.05%
JBL	B	0.05%
ELS	C	0.05%
AFRM	B	0.05%
TWLO	A	0.05%
RPM	A	0.05%
RNR	C	0.05%
NTAP	C	0.05%
SWKS	F	0.05%
CW	B	0.05%
FFIV	B	0.05%
VLTO	D	0.05%
EME	C	0.05%
AVTR	F	0.05%
TW	A	0.04%
WST	C	0.04%
GMED	A	0.04%
REXR	F	0.04%
CMA	A	0.04%
BWXT	B	0.04%
FBIN	D	0.04%
INGR	B	0.04%
DCI	B	0.04%
RGLD	C	0.04%
ORI	A	0.04%
JEF	A	0.04%
SOLV	C	0.04%
DRI	B	0.04%
PNFP	B	0.04%
BRBR	A	0.04%
CNH	C	0.04%
COIN	C	0.04%
CIEN	B	0.04%
DOX	D	0.04%
DPZ	C	0.04%
DTM	B	0.04%
WAL	B	0.04%
WTRG	B	0.04%
ARMK	B	0.04%
EHC	B	0.04%
AES	F	0.04%
NLY	C	0.04%
OHI	C	0.04%
AFG	A	0.04%
GME	C	0.04%
LAD	A	0.04%
RPRX	D	0.04%
DKS	C	0.04%
ALSN	B	0.04%
AYI	B	0.04%
BLD	D	0.04%
WWD	B	0.04%
WBS	A	0.04%
CACI	D	0.04%
PRI	A	0.04%
BKNG	A	0.04%
TECH	D	0.04%
PNW	B	0.04%
FOXA	B	0.04%
CCK	C	0.04%
EVR	B	0.04%
CTLT	B	0.04%
CUBE	D	0.04%
FWONK	B	0.04%
FTNT	C	0.04%
PFGC	B	0.04%
ATR	B	0.04%
CG	A	0.04%
AA	B	0.04%
FHN	A	0.04%
RRX	B	0.04%
NRG	B	0.04%
SF	B	0.04%
BJ	A	0.04%
OVV	B	0.04%
COLB	A	0.03%
MTG	C	0.03%
CGNX	C	0.03%
FAF	A	0.03%
LSTR	D	0.03%
BILL	A	0.03%
OKTA	C	0.03%
STAG	F	0.03%
AZPN	A	0.03%
WEX	D	0.03%
HR	C	0.03%
DINO	D	0.03%
AXS	A	0.03%
VMI	B	0.03%
MKSI	C	0.03%
ALK	C	0.03%
WSM	B	0.03%
WH	B	0.03%
HRB	D	0.03%
DAR	C	0.03%
FCN	D	0.03%
FND	C	0.03%
MTSI	B	0.03%
GXO	B	0.03%
RLI	B	0.03%
SSD	D	0.03%
FR	C	0.03%
ATI	D	0.03%
ALGN	D	0.03%
GNTX	C	0.03%
ELAN	D	0.03%
R	B	0.03%
ESAB	B	0.03%
VFC	C	0.03%
OSK	B	0.03%
BBWI	D	0.03%
AGNC	D	0.03%
VNO	B	0.03%
KBR	F	0.03%
CART	C	0.03%
MIDD	C	0.03%
SKX	D	0.03%
COKE	C	0.03%
FAST	B	0.03%
LBRDK	C	0.03%
PB	A	0.03%
ROKU	D	0.03%
CHE	D	0.03%
DASH	A	0.03%
MNST	C	0.03%
RHI	B	0.03%
JAZZ	B	0.03%
ADC	B	0.03%
KEX	C	0.03%
HII	D	0.03%
PR	B	0.03%
NNN	D	0.03%
BERY	B	0.03%
FLS	B	0.03%
G	B	0.03%
MTCH	D	0.03%
RRC	B	0.03%
CHRD	D	0.03%
ACI	C	0.03%
SNV	B	0.03%
X	C	0.03%
TKO	B	0.03%
SEIC	B	0.03%
APG	B	0.03%
CFR	B	0.03%
APA	D	0.03%
LECO	B	0.03%
LAMR	D	0.03%
RIVN	F	0.03%
VOYA	B	0.03%
FICO	B	0.03%
EGP	F	0.03%
GPK	C	0.03%
NYT	C	0.03%
MTZ	B	0.03%
CR	A	0.03%
JLL	D	0.03%
CBSH	A	0.03%
TTC	D	0.03%
OGE	B	0.03%
FYBR	D	0.03%
WTFC	A	0.03%
GWRE	A	0.03%
ALLY	C	0.03%
ZION	B	0.03%
BRX	A	0.03%
TTEK	F	0.03%
AAL	B	0.03%
AOS	F	0.03%
SNX	C	0.03%
HSIC	B	0.03%
KNX	B	0.03%
AR	B	0.03%
HLI	B	0.03%
AXTA	A	0.03%
RBC	A	0.03%
WCC	B	0.03%
PTC	A	0.03%
OGN	D	0.02%
LINE	F	0.02%
SITE	D	0.02%
HOG	D	0.02%
FLO	D	0.02%
TPG	A	0.02%
GTES	A	0.02%
PAYC	B	0.02%
GFS	C	0.02%
DLB	B	0.02%
M	D	0.02%
AN	C	0.02%
WLK	D	0.02%
KMPR	B	0.02%
GAP	C	0.02%
AWI	A	0.02%
RYN	D	0.02%
SLGN	A	0.02%
PSN	D	0.02%
WSC	D	0.02%
EEFT	B	0.02%
DBX	B	0.02%
KRC	C	0.02%
CUZ	B	0.02%
AZO	C	0.02%
AGO	B	0.02%
ST	F	0.02%
FRPT	B	0.02%
AVT	C	0.02%
CROX	D	0.02%
ROIV	C	0.02%
OLN	D	0.02%
TKR	D	0.02%
WTM	A	0.02%
HXL	D	0.02%
BYD	C	0.02%
SON	D	0.02%
AL	B	0.02%
UGI	A	0.02%
BFAM	D	0.02%
OZK	B	0.02%
POST	C	0.02%
SLM	A	0.02%
SN	D	0.02%
CCCS	B	0.02%
LEA	D	0.02%
CRUS	D	0.02%
LITE	B	0.02%
EXAS	D	0.02%
GNRC	B	0.02%
ORLY	B	0.02%
RITM	C	0.02%
BC	C	0.02%
THO	B	0.02%
NFG	A	0.02%
OLLI	D	0.02%
DOCS	C	0.02%
PVH	C	0.02%
FOX	A	0.02%
H	B	0.02%
WMS	D	0.02%
JHG	A	0.02%
SAIA	B	0.02%
THG	A	0.02%
AGCO	D	0.02%
AMG	B	0.02%
ONTO	D	0.02%
LNC	B	0.02%
FNB	A	0.02%
VNT	B	0.02%
LFUS	F	0.02%
IDA	A	0.02%
WHR	B	0.02%
RGEN	D	0.02%
CE	F	0.02%
S	B	0.02%
STWD	C	0.02%
ARW	D	0.02%
BIO	D	0.02%
QRVO	F	0.02%
MTDR	B	0.02%
BPOP	B	0.02%
OMF	A	0.02%
SAIC	F	0.02%
COLD	D	0.02%
ESI	A	0.02%
NOV	C	0.02%
SIRI	C	0.02%
MOH	F	0.02%
KD	B	0.02%
MSA	D	0.02%
MAT	D	0.02%
LLYVA	A	0.01%
DDS	B	0.01%
SNDR	B	0.01%
TRIP	F	0.01%
REYN	D	0.01%
TER	D	0.01%
FTRE	D	0.01%
LEG	F	0.01%
WEN	D	0.01%
EXEL	B	0.01%
GO	C	0.01%
UA	C	0.01%
QS	F	0.01%
CLVT	F	0.01%
BIRK	D	0.01%
ALAB	B	0.01%
LEN	D	0.01%
CNXC	F	0.01%
VSTS	C	0.01%
CRI	D	0.01%
PSTG	D	0.01%
PPC	C	0.01%
QDEL	F	0.01%
AZEK	A	0.01%
RKT	F	0.01%
LBTYK	A	0.01%
KSS	F	0.01%
LCID	F	0.01%
INFA	D	0.01%
ETSY	D	0.01%
UAA	C	0.01%
LBTYA	B	0.01%
LYFT	C	0.01%
BRKR	D	0.01%
IPGP	D	0.01%
GLOB	B	0.01%
SHC	F	0.01%
ADT	C	0.01%
LPX	B	0.01%
RCM	F	0.01%
AAP	C	0.01%
CWEN	C	0.01%
WU	D	0.01%
AZTA	D	0.01%
YETI	C	0.01%
JWN	C	0.01%
HAYW	B	0.01%
SAM	C	0.01%
PINC	B	0.01%
ALGM	D	0.01%
SPB	C	0.01%
MP	B	0.01%
CPRI	F	0.01%
HHH	B	0.01%
EXP	A	0.01%
ENOV	C	0.01%
AGR	B	0.01%
MPW	F	0.01%
BOKF	B	0.01%
CC	C	0.01%
CXT	B	0.01%
COTY	F	0.01%
SEE	C	0.01%
COLM	B	0.01%
CNM	D	0.01%
AMKR	D	0.01%
VIRT	B	0.01%
ECG	C	0.01%
U	C	0.01%
AMED	F	0.01%
MAN	D	0.01%
SNRE	D	0.01%
PAG	B	0.01%
NSA	D	0.01%
LLYVK	A	0.01%
PK	B	0.01%
NXST	C	0.01%
IRDM	D	0.01%
BROS	B	0.01%
SPR	D	0.01%
PENN	C	0.01%
AMTM	D	0.01%
SMG	D	0.01%
LOPE	B	0.01%
BHF	B	0.01%
VAC	B	0.01%
ZI	D	0.01%
HUN	F	0.01%
AM	A	0.01%
HIW	D	0.01%
EPR	D	0.01%
MASI	A	0.01%
ZG	A	0.01%
ALNY	D	0.01%
CPRT	A	0.01%
PII	D	0.01%
ACHC	F	0.01%
FHB	A	0.01%
CLF	F	0.01%
UHAL	D	0.01%
IAC	D	0.01%
NVST	B	0.01%
W	F	0.01%
PRGO	B	0.01%
VNOM	A	0.01%
TNL	A	0.01%
XRAY	F	0.01%
CIVI	D	0.01%
NWL	B	0.01%
DNB	B	0.01%
MDU	D	0.01%
MSGS	A	0.01%
NEU	C	0.01%
RH	B	0.01%
DXC	B	0.01%
PLNT	A	0.01%
OLED	D	0.01%
TYL	B	0.01%
MSM	C	0.01%
ASH	D	0.01%
LOAR	A	0.0%
UWMC	D	0.0%
SEG	B	0.0%
PARAA	B	0.0%
NFE	D	0.0%
UHAL	D	0.0%
IONS	F	0.0%
LAZ	B	0.0%
GRAL	C	0.0%
TXG	F	0.0%
CACC	D	0.0%
PLTK	B	0.0%
DJT	C	0.0%
CHH	A	0.0%
SEB	F	0.0%
UI	A	0.0%
TFSL	A	0.0%
PATH	C	0.0%
WOLF	F	0.0%
LSCC	D	0.0%
FIVE	F	0.0%
CWEN	C	0.0%
HCP	B	0.0%
CAR	C	0.0%
MTN	C	0.0%
CNA	B	0.0%
PYCR	C	0.0%
FWONA	B	0.0%
AS	B	0.0%
CERT	F	0.0%
DV	C	0.0%
LBRDA	C	0.0%
NCNO	B	0.0%

IWD Underweight 34 Positions Relative to EFIV

Symbol	Grade	Weight
NVDA	C	-10.02%
AAPL	C	-9.53%
MSFT	F	-8.8%
GOOGL	C	-2.92%
TSLA	B	-2.55%
GOOG	C	-2.42%
LLY	F	-1.79%
V	A	-1.44%
MA	C	-1.2%
COST	B	-1.15%
MRK	F	-0.7%
ADBE	C	-0.66%
UBER	D	-0.42%
LRCX	F	-0.27%
AMT	D	-0.25%
KLAC	D	-0.24%
CMG	B	-0.23%
WM	A	-0.23%
MCO	B	-0.21%
ADSK	A	-0.19%
TRGP	B	-0.12%
COR	B	-0.12%
AXON	A	-0.12%
VRSK	A	-0.11%
IDXX	F	-0.1%
LULU	C	-0.1%
DECK	A	-0.08%
TSCO	D	-0.08%
CPAY	A	-0.07%
EXPE	B	-0.06%
LVS	C	-0.05%
POOL	C	-0.04%
NCLH	B	-0.03%
DVA	B	-0.02%