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 the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares Russell 2000 ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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 3.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BrightSpring Health Services Inc

0.36 267M
Healthcare

Moog Inc Class A

0.35 265M
Industrials

JFrog Ltd Ordinary Shares

0.34 256M
Technology

Glaukos Corp

0.34 254M
Healthcare

UMB Financial Corp

0.34 251M
Financial Services

SM Energy Co

0.32 241M
Energy

Twist Bioscience Corp

0.32 240M
Healthcare

USD CASH

0.31 230M
Cash and Equivalents

Vaxcyte Inc Ordinary Shares

0.31 230M
Healthcare

Old National Bancorp

0.30 228M
Financial Services

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