We have qualitatively reviewed this strategy and reaffirmed its Average Process and Above Average People ratings. The following text is from Feb. 17, 2023.
iShares Russell 2000 Value ETF IWN
Morningstar’s Analysis IWN
Will IWN 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 4.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
SouthState Corp | 0.53 | 65.8 Mil | Financial Services |
Meritage Homes Corp | 0.52 | 64.3 Mil | Consumer Cyclical |
Taylor Morrison Home Corp | 0.52 | 64.2 Mil | Consumer Cyclical |
Commercial Metals Co | 0.50 | 61.7 Mil | Basic Materials |
Terreno Realty Corp | 0.49 | 60.6 Mil | Real Estate |
Essent Group Ltd | 0.48 | 59.1 Mil | Financial Services |
Jackson Financial Inc | 0.48 | 59.1 Mil | Financial Services |
Old National Bancorp | 0.48 | 58.9 Mil | Financial Services |
Murphy Oil Corp | 0.44 | 54.5 Mil | Energy |
Cytokinetics Inc | 0.44 | 53.8 Mil | Healthcare |