IShares Russell 2000 Value ETF is a risky choice in the small-value Morningstar Category. High trading costs undermine the fund's competitive fee, broad reach, and market-cap-weighted portfolio.
iShares Russell 2000 Value ETF IWN
Morningstar’s Analysis IWN
Will IWN outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the IWN 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 IWN’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 6.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
TTM Technologies Inc | 1.20 | 173M | Technology |
EchoStar Corp Class A | 0.94 | 135M | Communication Services |
Hut 8 Corp | 0.71 | 101M | Financial Services |
Riot Platforms Inc | 0.56 | 81M | Financial Services |
UMB Financial Corp | 0.55 | 78M | Financial Services |
Coeur Mining Inc | 0.53 | 76M | Basic Materials |
Commercial Metals Co | 0.53 | 75M | Industrials |
Viasat Inc | 0.53 | 75M | Technology |
Ormat Technologies Inc | 0.51 | 73M | Utilities |
Fluor Corp | 0.50 | 71M | Industrials |
United States