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
|
---|---|---|---|
Parker Hannifin Corp | 0.91 | 114.0 Mil | Industrials |
Phillips 66 | 0.90 | 113.2 Mil | Energy |
Constellation Energy Corp | 0.78 | 98.2 Mil | Utilities |
PACCAR Inc | 0.75 | 94.2 Mil | Industrials |
TransDigm Group Inc | 0.71 | 88.7 Mil | Industrials |
Marvell Technology Inc | 0.71 | 88.5 Mil | Technology |
Welltower Inc | 0.67 | 83.5 Mil | Real Estate |
KKR & Co Inc Ordinary Shares | 0.63 | 79.5 Mil | Financial Services |
Aflac Inc | 0.63 | 78.8 Mil | Financial Services |
Arthur J. Gallagher & Co | 0.62 | 78.0 Mil | Financial Services |