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 | 0.91 | 113.8 Mil | Industrials |
Phillips 66 | 0.90 | 112.1 Mil | Energy |
Constellation Energy Corp | 0.78 | 98.0 Mil | Utilities |
PACCAR Inc | 0.75 | 93.6 Mil | Industrials |
Marvell Technology Inc | 0.75 | 93.5 Mil | Technology |
TransDigm Group Inc | 0.72 | 89.7 Mil | Industrials |
Welltower Inc | 0.67 | 84.5 Mil | Real Estate |
Carrier Global Corp Ordinary Shares | 0.65 | 80.8 Mil | Industrials |
Aflac Inc | 0.63 | 78.8 Mil | Financial Services |
Williams Companies Inc | 0.62 | 77.9 Mil | Energy |