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iShares Morningstar Small-Cap Value ETF ISCV

Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis ISCV

Will ISCV outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A strong management team and sound investment process underpin iShares Morningstar Small-Cap Value ETF's Morningstar Medalist Rating of Silver.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings ISCV

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 4.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Rivian Automotive Inc Class A

0.54 2.3 Mil
Consumer Cyclical

East West Bancorp Inc

0.49 2.1 Mil
Financial Services

Chord Energy Corp Ordinary Shares - New

0.48 2.0 Mil
Energy

C.H. Robinson Worldwide Inc

0.45 1.9 Mil
Industrials

Annaly Capital Management Inc

0.45 1.9 Mil
Real Estate

Tapestry Inc

0.42 1.8 Mil
Consumer Cyclical

Pinnacle West Capital Corp

0.41 1.8 Mil
Utilities

Fortune Brands Innovations Inc

0.41 1.7 Mil
Industrials

Henry Schein Inc

0.40 1.7 Mil
Healthcare

Assurant Inc

0.40 1.7 Mil
Financial Services