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Morningstar

iShares Russell 2000 ETF IWM

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

Morningstar’s Analysis IWM

Will IWM 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 IWM’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IWM 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 IWM’s parent organization’s priorities and whether they’re in line with investors’ interests.

iShares Russell 2000 ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IWM

More IWM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

2.00 1.2 Bil
Technology

MicroStrategy Inc Class A

0.75 444.6 Mil
Technology

Comfort Systems USA Inc

0.43 256.7 Mil
Industrials

Onto Innovation Inc

0.37 221.6 Mil
Technology

e.l.f. Beauty Inc

0.36 213.2 Mil
Consumer Defensive

APi Group Corp

0.33 195.8 Mil
Industrials

Light & Wonder Inc Ordinary Shares

0.33 193.8 Mil
Consumer Cyclical

Weatherford International PLC Ordinary Shares - New

0.33 193.1 Mil
Energy

Permian Resources Corp Class A

0.32 192.0 Mil
Energy

Simpson Manufacturing Co Inc

0.32 189.0 Mil
Basic Materials