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 Holdings 5.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PBF Energy Inc Class A

0.61 84M
Energy

SM Energy Co

0.60 83M
Energy

UMB Financial Corp

0.60 82M
Financial Services

CareTrust REIT Inc

0.59 82M
Real Estate

Viasat Inc

0.58 80M
Technology

Jackson Financial Inc

0.55 75M
Financial Services

Old National Bancorp

0.52 71M
Financial Services

Cytokinetics Inc

0.50 69M
Healthcare

Matson Inc

0.49 67M
Industrials

Terreno Realty Corp

0.48 65M
Real Estate

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