We have qualitatively reviewed this strategy and reaffirmed its Above Average Process and People ratings. The following text is from Jan. 31, 2023.
iShares Russell Mid-Cap Value ETF IWS
Morningstar’s Analysis IWS
Will IWS 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 7.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Phillips 66 | 0.90 | 115.6 Mil | Energy |
Parker Hannifin Corp | 0.90 | 115.4 Mil | Industrials |
Constellation Energy Corp | 0.77 | 98.6 Mil | Utilities |
PACCAR Inc | 0.75 | 96.6 Mil | Industrials |
Marvell Technology Inc | 0.70 | 89.9 Mil | Technology |
TransDigm Group Inc | 0.69 | 88.5 Mil | Industrials |
Welltower Inc | 0.66 | 84.9 Mil | Real Estate |
Aflac Inc | 0.63 | 81.1 Mil | Financial Services |
Arthur J. Gallagher & Co | 0.63 | 80.4 Mil | Financial Services |
KKR & Co Inc Ordinary Shares | 0.62 | 79.1 Mil | Financial Services |