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iShares Russell 2000 Value ETF IWN

Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IWN

Will IWN outperform in future?

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

Risky strategy in a risky category

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its Average Process and Above Average People ratings. The following text is from Feb. 17, 2023.

Rated on Published on

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Portfolio Holdings IWN

  • 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

Chord Energy Corp Ordinary Shares - New

0.58 68.5 Mil
Energy

Permian Resources Corp Class A

0.55 64.5 Mil
Energy

Commercial Metals Co

0.51 59.7 Mil
Basic Materials

Meritage Homes Corp

0.49 58.0 Mil
Consumer Cyclical

Carvana Co Class A

0.49 57.5 Mil
Consumer Cyclical

Murphy Oil Corp

0.48 55.8 Mil
Energy

UFP Industries Inc

0.47 55.8 Mil
Basic Materials

Jackson Financial Inc

0.47 55.3 Mil
Financial Services

Taylor Morrison Home Corp

0.47 54.7 Mil
Consumer Cyclical

SouthState Corp

0.46 53.7 Mil
Financial Services