The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.
iShares Russell 2000 ETF IWM
Morningstar’s Analysis IWM
Will IWM 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 5.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Super Micro Computer Inc | 1.47 | 861.9 Mil | Technology |
MicroStrategy Inc Class A | 0.79 | 464.3 Mil | Technology |
Comfort Systems USA Inc | 0.42 | 246.8 Mil | Industrials |
e.l.f. Beauty Inc | 0.35 | 205.5 Mil | Consumer Defensive |
Onto Innovation Inc | 0.34 | 197.3 Mil | Technology |
Weatherford International PLC Ordinary Shares - New | 0.33 | 193.4 Mil | Energy |
Light & Wonder Inc Ordinary Shares | 0.33 | 193.1 Mil | Consumer Cyclical |
Simpson Manufacturing Co Inc | 0.32 | 187.4 Mil | Basic Materials |
Permian Resources Corp Class A | 0.32 | 185.1 Mil | Energy |
APi Group Corp | 0.32 | 184.3 Mil | Industrials |