IWD vs. DSI ETF Comparison

Comparison of iShares Russell 1000 Value ETF (IWD) to iShares KLD 400 Social Index Fund (DSI)

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

$197.45

Average Daily Volume

1,604,405

Number of Holdings ^*

865

* may have additional holdings in another (foreign) market

DSI

iShares KLD 400 Social Index Fund

DSI Description

The investment seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider. 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 MSCI KLD 400 Social Index (the "underlying index"), which is a free float-adjusted market capitalization weighted index designed to provide exposure to U.S. companies that have positive environmental, social and governance (ESG) characteristics.

Grade (RS Rating)

Last Trade

$113.44

Average Daily Volume

97,804

Number of Holdings ^*

402

* may have additional holdings in another (foreign) market

Performance

Period	IWD	DSI
30 Days	2.50%	2.73%
60 Days	4.52%	5.58%
90 Days	6.09%	6.64%
12 Months	28.49%	32.22%

309 Overlapping Holdings

Symbol	Grade	Weight in IWD	Weight in DSI	Overlap
A	D	0.15%	0.14%	0.14%
ABBV	F	0.65%	1.06%	0.65%
ACN	B	0.86%	0.81%	0.81%
ADI	D	0.4%	0.37%	0.37%
ADM	D	0.1%	0.1%	0.1%
ADP	A	0.03%	0.44%	0.03%
AGCO	D	0.02%	0.02%	0.02%
AJG	A	0.23%	0.23%	0.23%
AKAM	D	0.05%	0.05%	0.05%
AL	B	0.02%	0.02%	0.02%
ALB	B	0.05%	0.04%	0.04%
ALGN	D	0.03%	0.06%	0.03%
ALL	A	0.17%	0.19%	0.17%
ALLE	C	0.05%	0.04%	0.04%
ALLY	C	0.03%	0.04%	0.03%
AMAT	F	0.04%	0.51%	0.04%
AMD	F	0.29%	0.79%	0.29%
AMGN	F	0.13%	0.55%	0.13%
AMP	A	0.02%	0.2%	0.02%
AN	C	0.02%	0.02%	0.02%
ANSS	B	0.11%	0.11%	0.11%
AOS	F	0.03%	0.03%	0.03%
APD	A	0.27%	0.26%	0.26%
APTV	F	0.06%	0.05%	0.05%
ARMK	B	0.04%	0.03%	0.03%
ATO	A	0.08%	0.08%	0.08%
AVB	B	0.13%	0.12%	0.12%
AVY	F	0.04%	0.06%	0.04%
AWK	C	0.1%	0.1%	0.1%
AXP	A	0.39%	0.6%	0.39%
AXTA	B	0.03%	0.03%	0.03%
AYI	B	0.04%	0.04%	0.04%
BALL	F	0.07%	0.07%	0.07%
BBY	D	0.08%	0.07%	0.07%
BDX	F	0.25%	0.24%	0.24%
BEN	C	0.02%	0.02%	0.02%
BG	D	0.05%	0.05%	0.05%
BIIB	F	0.09%	0.08%	0.08%
BK	A	0.22%	0.21%	0.21%
BKNG	A	0.04%	0.62%	0.04%
BKR	A	0.17%	0.16%	0.16%
BLDR	D	0.07%	0.08%	0.07%
BLK	B	0.6%	0.57%	0.57%
BMRN	F	0.05%	0.04%	0.04%
BMY	B	0.44%	0.42%	0.42%
BR	A	0.01%	0.1%	0.01%
BWA	D	0.03%	0.03%	0.03%
BXP	C	0.05%	0.04%	0.04%
CAG	F	0.05%	0.05%	0.05%
CAH	B	0.05%	0.11%	0.05%
CAR	C	0.0%	0.01%	0.0%
CARR	C	0.24%	0.22%	0.22%
CAT	B	0.63%	0.68%	0.63%
CB	C	0.45%	0.4%	0.4%
CBRE	B	0.16%	0.14%	0.14%
CCI	C	0.18%	0.16%	0.16%
CFG	B	0.08%	0.08%	0.08%
CGNX	D	0.03%	0.02%	0.02%
CHD	A	0.1%	0.1%	0.1%
CHH	A	0.0%	0.02%	0.0%
CHRW	B	0.05%	0.05%	0.05%
CI	D	0.32%	0.33%	0.32%
CL	D	0.13%	0.27%	0.13%
CMA	B	0.04%	0.03%	0.03%
CME	B	0.32%	0.3%	0.3%
CMI	A	0.19%	0.18%	0.18%
CMS	C	0.08%	0.07%	0.07%
CNC	D	0.12%	0.11%	0.11%
CNH	C	0.04%	0.03%	0.03%
COLM	C	0.01%	0.01%	0.01%
COO	D	0.08%	0.07%	0.07%
CPB	D	0.03%	0.03%	0.03%
CPRI	F	0.01%	0.01%	0.01%
CPRT	B	0.01%	0.18%	0.01%
CRH	A	0.26%	0.25%	0.25%
CRM	B	0.18%	1.15%	0.18%
CSCO	B	0.91%	0.84%	0.84%
CSX	C	0.27%	0.25%	0.25%
CTSH	B	0.15%	0.14%	0.14%
DAL	B	0.16%	0.04%	0.04%
DAR	C	0.03%	0.02%	0.02%
DE	B	0.39%	0.38%	0.38%
DELL	B	0.12%	0.14%	0.12%
DFS	B	0.17%	0.16%	0.16%
DGX	A	0.07%	0.06%	0.06%
DHR	F	0.58%	0.56%	0.56%
DINO	D	0.03%	0.02%	0.02%
DIS	B	0.82%	0.76%	0.76%
DLR	B	0.23%	0.21%	0.21%
DOC	C	0.06%	0.05%	0.05%
DOV	A	0.11%	0.1%	0.1%
DPZ	C	0.04%	0.05%	0.04%
DRI	B	0.04%	0.07%	0.04%
EA	A	0.17%	0.15%	0.15%
ECL	D	0.03%	0.23%	0.03%
ED	C	0.13%	0.12%	0.12%
EL	F	0.04%	0.05%	0.04%
ELV	F	0.3%	0.34%	0.3%
EME	A	0.05%	0.09%	0.05%
EQIX	A	0.31%	0.31%	0.31%
EQR	C	0.11%	0.09%	0.09%
ES	C	0.08%	0.08%	0.08%
ETN	A	0.56%	0.52%	0.52%
EW	C	0.13%	0.15%	0.13%
EXC	C	0.15%	0.14%	0.14%
EXPD	C	0.06%	0.06%	0.06%
FAST	B	0.03%	0.17%	0.03%
FBIN	D	0.04%	0.03%	0.03%
FDS	B	0.05%	0.07%	0.05%
FERG	B	0.15%	0.15%	0.15%
FFIV	B	0.05%	0.05%	0.05%
FICO	B	0.03%	0.2%	0.03%
FIS	C	0.19%	0.18%	0.18%
FLS	B	0.03%	0.03%	0.03%
FRT	B	0.04%	0.03%	0.03%
FSLR	F	0.08%	0.07%	0.07%
FTI	A	0.05%	0.04%	0.04%
FTNT	C	0.04%	0.22%	0.04%
FTV	C	0.1%	0.1%	0.1%
GAP	C	0.02%	0.02%	0.02%
GEN	B	0.06%	0.06%	0.06%
GGG	B	0.06%	0.05%	0.05%
GILD	C	0.43%	0.4%	0.4%
GIS	D	0.14%	0.13%	0.13%
GLW	B	0.14%	0.14%	0.14%
GME	C	0.04%	0.04%	0.04%
GRMN	B	0.13%	0.12%	0.12%
GWRE	A	0.03%	0.06%	0.03%
GWW	B	0.03%	0.19%	0.03%
HAL	C	0.1%	0.1%	0.1%
HAS	D	0.0%	0.03%	0.0%
HBAN	A	0.1%	0.09%	0.09%
HCA	F	0.19%	0.25%	0.19%
HD	B	0.32%	1.48%	0.32%
HIG	B	0.13%	0.13%	0.13%
HLT	A	0.12%	0.23%	0.12%
HOG	D	0.02%	0.02%	0.02%
HOLX	D	0.07%	0.07%	0.07%
HPE	B	0.11%	0.1%	0.1%
HPQ	B	0.11%	0.13%	0.11%
HRL	D	0.03%	0.03%	0.03%
HSIC	C	0.03%	0.03%	0.03%
HST	C	0.05%	0.04%	0.04%
HUM	C	0.13%	0.12%	0.12%
IBM	C	0.73%	0.69%	0.69%
ICE	C	0.34%	0.33%	0.33%
IEX	C	0.07%	0.06%	0.06%
IFF	D	0.09%	0.08%	0.08%
ILMN	C	0.08%	0.08%	0.08%
INGR	C	0.04%	0.03%	0.03%
INTC	C	0.4%	0.38%	0.38%
IP	A	0.08%	0.07%	0.07%
IQV	F	0.12%	0.13%	0.12%
IR	B	0.16%	0.15%	0.15%
IRM	C	0.06%	0.12%	0.06%
ITW	B	0.2%	0.29%	0.2%
IVZ	B	0.03%	0.02%	0.02%
JAZZ	B	0.03%	0.03%	0.03%
JBHT	C	0.06%	0.05%	0.05%
JCI	B	0.22%	0.21%	0.21%
JLL	D	0.03%	0.05%	0.03%
JWN	D	0.01%	0.01%	0.01%
K	A	0.08%	0.08%	0.08%
KDP	F	0.14%	0.12%	0.12%
KEY	B	0.07%	0.07%	0.07%
KEYS	A	0.1%	0.1%	0.1%
KHC	F	0.11%	0.1%	0.1%
KMB	C	0.1%	0.16%	0.1%
KMX	B	0.04%	0.04%	0.04%
KNX	C	0.03%	0.03%	0.03%
KO	D	0.4%	0.92%	0.4%
KR	B	0.15%	0.14%	0.14%
KSS	F	0.01%	0.01%	0.01%
L	A	0.06%	0.06%	0.06%
LCID	F	0.01%	0.01%	0.01%
LECO	C	0.03%	0.04%	0.03%
LH	B	0.08%	0.07%	0.07%
LIN	C	0.84%	0.79%	0.79%
LKQ	F	0.04%	0.04%	0.04%
LNC	C	0.02%	0.02%	0.02%
LNG	A	0.09%	0.18%	0.09%
LOW	C	0.6%	0.56%	0.56%
LUV	C	0.08%	0.02%	0.02%
LW	C	0.03%	0.04%	0.03%
LYB	F	0.08%	0.08%	0.08%
MAN	F	0.01%	0.01%	0.01%
MAR	A	0.25%	0.25%	0.25%
MAS	D	0.07%	0.06%	0.06%
MAT	D	0.02%	0.02%	0.02%
MCD	D	0.77%	0.77%	0.77%
MCHP	F	0.13%	0.12%	0.12%
MDLZ	F	0.34%	0.32%	0.32%
MDU	D	0.01%	0.01%	0.01%
MHK	D	0.03%	0.03%	0.03%
MIDD	C	0.03%	0.03%	0.03%
MKC	C	0.07%	0.07%	0.07%
MKTX	D	0.04%	0.04%	0.04%
MMC	B	0.37%	0.4%	0.37%
MMM	D	0.23%	0.26%	0.23%
MOS	F	0.03%	0.03%	0.03%
MPC	D	0.22%	0.2%	0.2%
MS	A	0.57%	0.6%	0.57%
MSI	B	0.16%	0.3%	0.16%
MTB	A	0.14%	0.13%	0.13%
MTD	F	0.1%	0.09%	0.09%
MTN	C	0.0%	0.02%	0.0%
NDAQ	A	0.13%	0.12%	0.12%
NEM	D	0.18%	0.17%	0.17%
NI	A	0.06%	0.06%	0.06%
NKE	F	0.14%	0.34%	0.14%
NOV	C	0.02%	0.02%	0.02%
NSC	B	0.23%	0.22%	0.22%
NTRS	A	0.08%	0.08%	0.08%
NWL	C	0.01%	0.01%	0.01%
NYT	D	0.03%	0.03%	0.03%
OC	A	0.07%	0.06%	0.06%
OKE	A	0.25%	0.23%	0.23%
OKTA	C	0.03%	0.04%	0.03%
OMC	C	0.07%	0.07%	0.07%
ON	D	0.11%	0.1%	0.1%
PAYC	B	0.02%	0.04%	0.02%
PCAR	B	0.22%	0.21%	0.21%
PEP	F	0.18%	0.79%	0.18%
PFG	D	0.08%	0.07%	0.07%
PG	C	1.21%	1.46%	1.21%
PGR	A	0.09%	0.55%	0.09%
PH	A	0.35%	0.33%	0.33%
PLD	F	0.41%	0.38%	0.38%
PNC	B	0.32%	0.3%	0.3%
PNR	A	0.07%	0.06%	0.06%
PPG	F	0.11%	0.11%	0.11%
PRU	A	0.18%	0.17%	0.17%
PSX	C	0.21%	0.2%	0.2%
PTC	B	0.03%	0.08%	0.03%
PVH	C	0.02%	0.02%	0.02%
PWR	A	0.13%	0.17%	0.13%
PYPL	B	0.34%	0.31%	0.31%
R	B	0.03%	0.03%	0.03%
RCL	A	0.14%	0.21%	0.14%
RF	A	0.09%	0.09%	0.09%
RHI	C	0.03%	0.03%	0.03%
RIVN	F	0.03%	0.03%	0.03%
RMD	C	0.1%	0.13%	0.1%
ROK	C	0.12%	0.12%	0.12%
ROP	B	0.23%	0.21%	0.21%
SBAC	D	0.09%	0.09%	0.09%
SBUX	A	0.1%	0.41%	0.1%
SCHW	B	0.42%	0.44%	0.42%
SEE	C	0.01%	0.02%	0.01%
SHW	B	0.03%	0.33%	0.03%
SJM	D	0.04%	0.04%	0.04%
SNA	A	0.07%	0.07%	0.07%
SON	F	0.02%	0.02%	0.02%
SPG	A	0.17%	0.21%	0.17%
SPGI	C	0.61%	0.59%	0.59%
SRE	A	0.23%	0.21%	0.21%
ST	F	0.02%	0.02%	0.02%
STE	D	0.08%	0.08%	0.08%
STT	B	0.11%	0.1%	0.1%
SWK	D	0.05%	0.05%	0.05%
SWKS	F	0.05%	0.05%	0.05%
SYF	B	0.1%	0.09%	0.09%
SYY	D	0.06%	0.14%	0.06%
TECH	F	0.04%	0.04%	0.04%
TFC	A	0.24%	0.23%	0.23%
TGT	F	0.27%	0.26%	0.26%
TKR	D	0.02%	0.02%	0.02%
TRMB	B	0.07%	0.06%	0.06%
TROW	B	0.1%	0.1%	0.1%
TRU	D	0.07%	0.07%	0.07%
TRV	B	0.23%	0.22%	0.22%
TT	A	0.24%	0.34%	0.24%
TTEK	F	0.03%	0.04%	0.03%
TWLO	A	0.05%	0.06%	0.05%
TXN	C	0.63%	0.67%	0.63%
UA	C	0.01%	0.0%	0.0%
UAA	C	0.01%	0.01%	0.01%
UDR	B	0.06%	0.05%	0.05%
UGI	C	0.02%	0.02%	0.02%
UHAL	D	0.0%	0.02%	0.0%
UHAL	D	0.01%	0.02%	0.01%
ULTA	F	0.01%	0.06%	0.01%
UNP	C	0.29%	0.52%	0.29%
UPS	C	0.38%	0.36%	0.36%
URI	C	0.16%	0.2%	0.16%
VFC	C	0.03%	0.02%	0.02%
VLO	C	0.17%	0.17%	0.17%
VLTO	C	0.05%	0.09%	0.05%
VOYA	B	0.03%	0.03%	0.03%
VRTX	D	0.23%	0.44%	0.23%
VTR	B	0.1%	0.09%	0.09%
VZ	C	0.68%	0.64%	0.64%
WAB	B	0.13%	0.13%	0.13%
WAT	C	0.03%	0.08%	0.03%
WBD	B	0.09%	0.08%	0.08%
WELL	A	0.32%	0.3%	0.3%
WHR	B	0.02%	0.02%	0.02%
WSM	C	0.03%	0.06%	0.03%
WST	C	0.04%	0.08%	0.04%
WTRG	B	0.04%	0.04%	0.04%
WTW	B	0.12%	0.12%	0.12%
WU	F	0.01%	0.01%	0.01%
XRAY	F	0.01%	0.01%	0.01%
XYL	D	0.11%	0.11%	0.11%
ZBH	C	0.09%	0.08%	0.08%
ZBRA	B	0.06%	0.07%	0.06%
ZI	D	0.01%	0.01%	0.01%
ZION	B	0.03%	0.03%	0.03%
ZTS	D	0.05%	0.29%	0.05%

IWD Overweight 556 Positions Relative to DSI

Symbol	Grade	Weight
BRK.A	B	3.35%
JPM	A	2.74%
XOM	B	2.08%
UNH	B	1.98%
JNJ	C	1.45%
WMT	A	1.42%
BAC	A	1.23%
CVX	A	1.08%
WFC	A	1.01%
PM	B	0.78%
ABT	B	0.78%
TMO	F	0.76%
CMCSA	B	0.64%
T	A	0.63%
NEE	C	0.61%
RTX	D	0.61%
GE	D	0.59%
PFE	F	0.55%
GS	A	0.53%
COP	C	0.51%
C	A	0.51%
BSX	A	0.5%
HON	C	0.49%
MDT	D	0.44%
TMUS	B	0.44%
MU	D	0.41%
SYK	B	0.39%
MO	A	0.37%
SO	C	0.37%
GEV	B	0.35%
DUK	C	0.34%
FI	A	0.32%
GD	D	0.31%
BA	F	0.31%
EOG	A	0.3%
LMT	D	0.3%
USB	A	0.3%
AON	A	0.29%
KKR	A	0.28%
REGN	F	0.28%
EMR	B	0.28%
NOC	D	0.27%
WMB	A	0.27%
MRVL	B	0.27%
COF	C	0.27%
FDX	B	0.26%
CVS	D	0.26%
GM	C	0.25%
FCX	F	0.24%
SLB	C	0.24%
AFL	B	0.24%
CEG	C	0.23%
TJX	A	0.22%
KMI	A	0.21%
TDG	D	0.21%
AEP	C	0.2%
DHI	F	0.19%
D	C	0.19%
MET	A	0.19%
AIG	B	0.19%
O	C	0.19%
MSTR	B	0.19%
PSA	C	0.18%
KVUE	A	0.18%
LHX	C	0.18%
HWM	A	0.17%
RSG	A	0.17%
F	C	0.17%
PEG	A	0.17%
AME	A	0.17%
MCK	A	0.17%
PCG	A	0.17%
OTIS	C	0.16%
LEN	D	0.16%
STZ	D	0.15%
CTVA	C	0.15%
XEL	A	0.15%
APH	A	0.14%
NUE	C	0.14%
ROST	D	0.14%
CHTR	C	0.14%
ACGL	C	0.14%
VICI	C	0.13%
OXY	D	0.13%
FANG	C	0.13%
GEHC	D	0.13%
MLM	C	0.13%
DD	C	0.13%
EXR	C	0.13%
GPN	B	0.12%
UAL	A	0.12%
RJF	A	0.12%
TTWO	A	0.12%
WEC	A	0.12%
DOW	F	0.12%
EBAY	D	0.12%
ETR	B	0.12%
EIX	B	0.12%
FITB	B	0.12%
SQ	A	0.11%
VMC	B	0.11%
CSGP	D	0.11%
PAYX	B	0.11%
DTE	C	0.1%
PPL	A	0.1%
NVR	D	0.1%
FCNCA	A	0.1%
PHM	D	0.1%
SW	A	0.1%
WY	F	0.09%
YUM	D	0.09%
CINF	A	0.09%
HUBB	B	0.09%
EQT	B	0.09%
FE	C	0.09%
DVN	F	0.09%
AEE	A	0.09%
CCL	A	0.09%
EFX	F	0.09%
CNP	A	0.08%
WDC	D	0.08%
INVH	D	0.08%
STLD	B	0.08%
PKG	A	0.08%
CBOE	C	0.08%
ZM	C	0.08%
HSY	F	0.08%
HOOD	B	0.08%
EXE	A	0.08%
APO	B	0.08%
LDOS	C	0.08%
TDY	B	0.08%
MKL	A	0.07%
CVNA	B	0.07%
GPC	D	0.07%
J	D	0.07%
CSL	C	0.07%
RS	B	0.07%
WRB	A	0.07%
WSO	A	0.07%
TSN	B	0.07%
ARE	F	0.07%
MAA	B	0.07%
CTRA	B	0.07%
IBKR	A	0.07%
MSCI	C	0.07%
ESS	B	0.07%
EVRG	A	0.06%
EWBC	A	0.06%
VRSN	C	0.06%
HES	B	0.06%
NDSN	B	0.06%
ACM	B	0.06%
BRO	B	0.06%
THC	D	0.06%
AMCR	C	0.06%
USFD	A	0.06%
RGA	A	0.06%
VTRS	A	0.06%
SUI	C	0.06%
TOL	B	0.06%
LNT	A	0.06%
SSNC	B	0.06%
FNF	B	0.06%
UTHR	C	0.06%
CF	A	0.06%
TXT	D	0.06%
MRO	B	0.06%
BAX	F	0.06%
KIM	A	0.06%
DG	F	0.06%
Z	A	0.05%
UHS	D	0.05%
SOFI	B	0.05%
CDW	F	0.05%
EMN	C	0.05%
MRNA	F	0.05%
JNPR	D	0.05%
SCI	B	0.05%
NVT	B	0.05%
NTNX	B	0.05%
WPC	C	0.05%
CASY	A	0.05%
EPAM	B	0.05%
CPT	B	0.05%
COHR	B	0.05%
ITT	A	0.05%
CLH	C	0.05%
JKHY	D	0.05%
AMH	C	0.05%
GLPI	C	0.05%
UNM	A	0.05%
DLTR	F	0.05%
JBL	C	0.05%
ELS	C	0.05%
TPR	B	0.05%
AFRM	A	0.05%
RPM	A	0.05%
RNR	C	0.05%
NTAP	C	0.05%
EG	C	0.05%
RVTY	F	0.05%
REG	A	0.05%
CW	C	0.05%
AVTR	F	0.05%
TW	A	0.04%
GMED	A	0.04%
TFX	F	0.04%
REXR	F	0.04%
BWXT	B	0.04%
DCI	B	0.04%
RGLD	C	0.04%
ORI	A	0.04%
JEF	A	0.04%
SOLV	D	0.04%
PNFP	B	0.04%
BRBR	A	0.04%
CRL	D	0.04%
COIN	C	0.04%
CIEN	C	0.04%
DOX	D	0.04%
GL	C	0.04%
DTM	A	0.04%
WAL	B	0.04%
EHC	B	0.04%
AES	F	0.04%
NLY	C	0.04%
OHI	C	0.04%
AFG	A	0.04%
LAD	A	0.04%
RPRX	D	0.04%
DKS	D	0.04%
DAY	B	0.04%
ALSN	B	0.04%
BLD	D	0.04%
WWD	C	0.04%
IPG	D	0.04%
WBS	A	0.04%
CACI	D	0.04%
PRI	B	0.04%
PNW	A	0.04%
FOXA	A	0.04%
CCK	D	0.04%
EVR	B	0.04%
CTLT	C	0.04%
CUBE	C	0.04%
FWONK	A	0.04%
NWSA	A	0.04%
PFGC	B	0.04%
TAP	C	0.04%
ATR	B	0.04%
QCOM	F	0.04%
CG	B	0.04%
AA	A	0.04%
FHN	A	0.04%
RRX	B	0.04%
NRG	B	0.04%
INCY	C	0.04%
SF	B	0.04%
AIZ	A	0.04%
BJ	A	0.04%
OVV	B	0.04%
COLB	B	0.03%
MTG	C	0.03%
FAF	A	0.03%
LSTR	D	0.03%
BILL	A	0.03%
STAG	D	0.03%
AZPN	A	0.03%
WEX	D	0.03%
HR	B	0.03%
AXS	A	0.03%
VMI	B	0.03%
MKSI	C	0.03%
FMC	D	0.03%
ALK	B	0.03%
WH	B	0.03%
HRB	D	0.03%
FCN	F	0.03%
FND	D	0.03%
MTSI	B	0.03%
GXO	B	0.03%
RLI	A	0.03%
SSD	F	0.03%
FR	D	0.03%
ATI	C	0.03%
GNTX	C	0.03%
ELAN	D	0.03%
ESAB	C	0.03%
OSK	C	0.03%
BBWI	C	0.03%
AGNC	C	0.03%
VNO	C	0.03%
KBR	F	0.03%
CART	C	0.03%
SKX	D	0.03%
COKE	C	0.03%
LBRDK	C	0.03%
PB	B	0.03%
ROKU	D	0.03%
CHE	D	0.03%
DASH	B	0.03%
MNST	C	0.03%
ADC	A	0.03%
KEX	B	0.03%
HII	F	0.03%
PR	B	0.03%
NNN	C	0.03%
BERY	C	0.03%
G	B	0.03%
MTCH	D	0.03%
RRC	B	0.03%
CHRD	D	0.03%
ACI	C	0.03%
CZR	F	0.03%
SNV	C	0.03%
X	B	0.03%
TKO	A	0.03%
SEIC	B	0.03%
APG	B	0.03%
CFR	B	0.03%
APA	D	0.03%
LAMR	C	0.03%
EGP	D	0.03%
RL	C	0.03%
GPK	C	0.03%
MTZ	B	0.03%
CR	A	0.03%
CBSH	B	0.03%
TTC	C	0.03%
OGE	A	0.03%
FYBR	C	0.03%
WTFC	A	0.03%
WYNN	C	0.03%
BRX	A	0.03%
AAL	B	0.03%
MGM	D	0.03%
SNX	D	0.03%
AR	B	0.03%
HLI	A	0.03%
RBC	A	0.03%
WCC	B	0.03%
OGN	F	0.02%
LINE	F	0.02%
SITE	F	0.02%
FLO	D	0.02%
TPG	A	0.02%
GTES	A	0.02%
GFS	C	0.02%
DLB	B	0.02%
M	F	0.02%
WLK	D	0.02%
KMPR	A	0.02%
AWI	A	0.02%
RYN	D	0.02%
SLGN	A	0.02%
PSN	D	0.02%
WSC	F	0.02%
EEFT	B	0.02%
DBX	B	0.02%
KRC	B	0.02%
CUZ	B	0.02%
AZO	C	0.02%
AGO	B	0.02%
FRPT	A	0.02%
AVT	C	0.02%
CROX	D	0.02%
ROIV	C	0.02%
OLN	F	0.02%
WTM	A	0.02%
HXL	F	0.02%
BYD	B	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	F	0.02%
CRUS	D	0.02%
LITE	B	0.02%
EXAS	D	0.02%
GNRC	C	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%
FOX	A	0.02%
H	B	0.02%
WMS	F	0.02%
JHG	B	0.02%
SAIA	B	0.02%
THG	A	0.02%
AMG	B	0.02%
ONTO	F	0.02%
FNB	A	0.02%
VNT	C	0.02%
LFUS	D	0.02%
IDA	A	0.02%
RGEN	D	0.02%
CE	F	0.02%
S	B	0.02%
STWD	C	0.02%
ARW	D	0.02%
WBA	F	0.02%
BIO	C	0.02%
QRVO	F	0.02%
MTDR	B	0.02%
BPOP	C	0.02%
OMF	A	0.02%
SAIC	F	0.02%
COLD	D	0.02%
ESI	B	0.02%
SIRI	C	0.02%
MOH	F	0.02%
KD	B	0.02%
MSA	F	0.02%
PARA	C	0.02%
LLYVA	A	0.01%
DDS	B	0.01%
SNDR	B	0.01%
TRIP	F	0.01%
REYN	D	0.01%
TER	F	0.01%
FTRE	D	0.01%
LEG	F	0.01%
WEN	D	0.01%
EXEL	B	0.01%
GO	C	0.01%
QS	F	0.01%
CLVT	D	0.01%
BIRK	D	0.01%
ALAB	B	0.01%
LEN	D	0.01%
CNXC	F	0.01%
VSTS	C	0.01%
CRI	F	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%
INFA	D	0.01%
ETSY	D	0.01%
LBTYA	F	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	A	0.01%
AAP	D	0.01%
CWEN	C	0.01%
AZTA	D	0.01%
YETI	D	0.01%
HAYW	B	0.01%
SAM	C	0.01%
PINC	B	0.01%
ALGM	D	0.01%
SPB	C	0.01%
MP	C	0.01%
HHH	B	0.01%
EXP	B	0.01%
ENOV	C	0.01%
AGR	A	0.01%
MPW	F	0.01%
BOKF	B	0.01%
CC	C	0.01%
CXT	C	0.01%
COTY	F	0.01%
CNM	D	0.01%
AMKR	D	0.01%
VIRT	A	0.01%
ECG	C	0.01%
U	C	0.01%
AMED	F	0.01%
SNRE	D	0.01%
PAG	B	0.01%
NSA	C	0.01%
LLYVK	A	0.01%
PK	C	0.01%
NXST	C	0.01%
IRDM	D	0.01%
BROS	A	0.01%
SPR	D	0.01%
PENN	C	0.01%
AMTM	D	0.01%
SMG	C	0.01%
LOPE	C	0.01%
BHF	C	0.01%
VAC	C	0.01%
HUN	F	0.01%
AM	A	0.01%
HIW	C	0.01%
EPR	C	0.01%
MASI	B	0.01%
ZG	A	0.01%
ALNY	D	0.01%
PII	F	0.01%
ACHC	F	0.01%
FHB	B	0.01%
CLF	F	0.01%
IAC	F	0.01%
NVST	B	0.01%
NWS	A	0.01%
W	D	0.01%
PRGO	C	0.01%
VNOM	A	0.01%
TNL	A	0.01%
CIVI	D	0.01%
DNB	B	0.01%
MSGS	A	0.01%
NEU	D	0.01%
RH	C	0.01%
DXC	B	0.01%
PLNT	A	0.01%
CTAS	B	0.01%
OLED	F	0.01%
TYL	B	0.01%
MSM	C	0.01%
ASH	F	0.01%
LOAR	B	0.0%
UWMC	D	0.0%
SEG	B	0.0%
PARAA	B	0.0%
NFE	D	0.0%
IONS	F	0.0%
LAZ	B	0.0%
GRAL	B	0.0%
TXG	F	0.0%
CACC	D	0.0%
PLTK	B	0.0%
DJT	C	0.0%
SEB	F	0.0%
UI	B	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%
CNA	C	0.0%
PYCR	B	0.0%
FWONA	A	0.0%
AS	A	0.0%
CERT	F	0.0%
DV	C	0.0%
LBRDA	C	0.0%
NCNO	C	0.0%

IWD Underweight 94 Positions Relative to DSI

Symbol	Grade	Weight
NVDA	B	-12.73%
MSFT	D	-10.68%
GOOGL	C	-3.69%
TSLA	B	-3.36%
GOOG	C	-3.2%
V	A	-1.78%
MA	B	-1.58%
ORCL	A	-1.11%
MRK	D	-0.89%
ADBE	C	-0.81%
NOW	A	-0.76%
INTU	B	-0.7%
LRCX	F	-0.33%
AMT	C	-0.33%
CDNS	B	-0.29%
SNPS	B	-0.29%
MCO	B	-0.28%
ADSK	A	-0.23%
WDAY	B	-0.2%
NXPI	D	-0.2%
TEL	B	-0.17%
COR	B	-0.16%
TRGP	A	-0.15%
TEAM	A	-0.14%
IDXX	F	-0.13%
VEEV	C	-0.12%
HUBS	A	-0.12%
TSCO	D	-0.11%
DXCM	C	-0.11%
DECK	A	-0.1%
CLX	A	-0.08%
PODD	C	-0.07%
STX	C	-0.07%
LII	A	-0.07%
EQH	C	-0.06%
POOL	C	-0.05%
FLEX	B	-0.05%
AIT	B	-0.04%
ALV	C	-0.03%
DVA	C	-0.03%
LUMN	C	-0.03%
FUL	F	-0.02%
ORA	B	-0.02%
SIG	B	-0.02%
GVA	A	-0.02%
NJR	A	-0.02%
EXPO	D	-0.02%
ITRI	C	-0.02%
MTH	D	-0.02%
ONB	C	-0.02%
TILE	B	-0.01%
TDOC	C	-0.01%
TNC	D	-0.01%
BKE	B	-0.01%
PDCO	F	-0.01%
LZB	B	-0.01%
WWW	A	-0.01%
CABO	B	-0.01%
FL	F	-0.01%
WLY	B	-0.01%
MTX	B	-0.01%
ICFI	F	-0.01%
HNI	B	-0.01%
ARCB	C	-0.01%
RNG	C	-0.01%
AVA	A	-0.01%
HBI	B	-0.01%
TDC	D	-0.01%
BOH	B	-0.01%
PCH	F	-0.01%
CDP	C	-0.01%
CATY	B	-0.01%
IBOC	B	-0.01%
SEM	B	-0.01%
ASGN	F	-0.01%
MAC	B	-0.01%
HOUS	F	-0.0%
RDUS	B	-0.0%
KELYA	F	-0.0%
ACCO	C	-0.0%
CMP	C	-0.0%
SCHL	F	-0.0%
ETD	C	-0.0%
HAIN	D	-0.0%
HSII	B	-0.0%
ODP	F	-0.0%
JACK	C	-0.0%
CLB	B	-0.0%
DLX	B	-0.0%
XRX	F	-0.0%
SCS	C	-0.0%
MD	C	-0.0%
MODG	F	-0.0%
UNFI	A	-0.0%