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 15.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
CrowdStrike Holdings Inc Class A | 2.00 | 282.7 Mil | Technology |
Apollo Global Management Inc Class A | 1.85 | 262.4 Mil | Financial Services |
DexCom Inc | 1.62 | 229.1 Mil | Healthcare |
Cintas Corp | 1.60 | 227.1 Mil | Industrials |
Copart Inc | 1.46 | 206.0 Mil | Industrials |
Spotify Technology SA | 1.33 | 187.9 Mil | Communication Services |
W.W. Grainger Inc | 1.32 | 186.6 Mil | Industrials |
Palantir Technologies Inc Ordinary Shares - Class A | 1.30 | 184.2 Mil | Technology |
Ross Stores Inc | 1.28 | 181.4 Mil | Consumer Cyclical |
Ameriprise Financial Inc | 1.28 | 180.5 Mil | Financial Services |