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 7.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Parker Hannifin Corp | 0.87 | 112.7 Mil | Industrials |
Constellation Energy Corp | 0.86 | 111.3 Mil | Utilities |
Marvell Technology Inc | 0.79 | 102.4 Mil | Technology |
Phillips 66 | 0.79 | 102.2 Mil | Energy |
TransDigm Group Inc | 0.72 | 93.1 Mil | Industrials |
Welltower Inc | 0.70 | 89.9 Mil | Real Estate |
Carrier Global Corp Ordinary Shares | 0.68 | 88.5 Mil | Industrials |
PACCAR Inc | 0.67 | 87.0 Mil | Industrials |
Trane Technologies PLC Class A | 0.66 | 85.4 Mil | Industrials |
KKR & Co Inc Ordinary Shares | 0.65 | 84.4 Mil | Financial Services |