We have qualitatively reviewed this strategy and reaffirmed its Above Average Process and People ratings. The following text is from March 3, 2023.
iShares Russell Mid-Cap Growth ETF IWP
Morningstar’s Analysis IWP
Will IWP 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 15.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
CrowdStrike Holdings Inc Class A | 2.56 | 359.4 Mil | Technology |
Apollo Global Management Inc Class A | 1.88 | 264.1 Mil | Financial Services |
Cintas Corp | 1.67 | 234.3 Mil | Industrials |
Copart Inc | 1.42 | 199.4 Mil | Industrials |
Palantir Technologies Inc Ordinary Shares - Class A | 1.41 | 198.2 Mil | Technology |
Ross Stores Inc | 1.40 | 196.6 Mil | Consumer Cyclical |
DexCom Inc | 1.40 | 195.9 Mil | Healthcare |
Spotify Technology SA | 1.37 | 191.7 Mil | Communication Services |
Ameriprise Financial Inc | 1.32 | 185.5 Mil | Financial Services |
The Trade Desk Inc Class A | 1.31 | 184.1 Mil | Technology |