The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.
iShares Russell Top 200 Value ETF IWX
Morningstar’s Analysis IWX
Will IWX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 28.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Berkshire Hathaway Inc Class B | 5.53 | 118.7 Mil | Financial Services |
JPMorgan Chase & Co | 4.27 | 91.7 Mil | Financial Services |
Exxon Mobil Corp | 3.86 | 82.8 Mil | Energy |
Johnson & Johnson | 2.60 | 55.8 Mil | Healthcare |
Procter & Gamble Co | 2.31 | 49.6 Mil | Consumer Defensive |
Walmart Inc | 2.08 | 44.6 Mil | Consumer Defensive |
Chevron Corp | 2.02 | 43.3 Mil | Energy |
Bank of America Corp | 1.99 | 42.8 Mil | Financial Services |
Merck & Co Inc | 1.95 | 41.9 Mil | Healthcare |
Wells Fargo & Co | 1.58 | 33.9 Mil | Financial Services |