iShares Russell 2000 Value ETF IWN

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Morningstar’s Analysis IWN

Will IWN outperform in the 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

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.

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Portfolio Holdings IWN

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings5.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CareTrust REIT Inc

0.6387M
Real Estate

UMB Financial Corp

0.6287M
Financial Services

Jackson Financial Inc

0.6083M
Financial Services

Viasat Inc

0.5678M
Technology

Old National Bancorp

0.5373M
Financial Services

Macerich Co

0.4968M
Real Estate

Terreno Realty Corp

0.4867M
Real Estate

Life Time Group Holdings Inc

0.4866M
Consumer Cyclical

SM Energy Co

0.4766M
Energy

Southwest Gas Holdings Inc

0.4765M
Utilities

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