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Morningstar

iShares Russell 2000 Growth ETF IWO

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IWO

Will IWO outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IWO’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IWO management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of IWO’s parent organization’s priorities and whether they’re in line with investors’ interests.

Inherits its parent index's flaws

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its Average Process and Above Average People ratings. The following text is from Feb. 22, 2023.

by Zachary Evens
Rated on Published on

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Portfolio Holdings IWO

More IWO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

3.00 309.9 Mil
Technology

MicroStrategy Inc Class A

1.44 148.9 Mil
Technology

Comfort Systems USA Inc

0.85 87.8 Mil
Industrials

e.l.f. Beauty Inc

0.70 72.2 Mil
Consumer Defensive

Weatherford International PLC Ordinary Shares - New

0.66 68.6 Mil
Energy

Simpson Manufacturing Co Inc

0.65 67.6 Mil
Basic Materials

Onto Innovation Inc

0.59 60.7 Mil
Technology

Applied Industrial Technologies Inc

0.58 60.4 Mil
Industrials

ChampionX Corp

0.57 59.4 Mil
Energy

HealthEquity Inc

0.57 58.7 Mil
Healthcare