IShares Russell 2000 Growth ETF is a risky choice in the small-growth Morningstar Category. High trading costs undermine the fund's competitive fee, broad reach, and market-cap-weighted portfolio.
iShares Russell 2000 Growth ETF IWO
Morningstar’s Analysis IWO
Will IWO 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 IWO 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 IWO’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 13.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Bloom Energy Corp Class A | 2.98 | 421M | Industrials |
Credo Technology Group Holding Ltd | 2.23 | 315M | Technology |
Sterling Infrastructure Inc | 1.34 | 189M | Industrials |
Fabrinet | 1.22 | 172M | Technology |
IonQ Inc Class A | 1.14 | 161M | Technology |
Guardant Health Inc | 0.94 | 133M | Healthcare |
SiTime Corp Ordinary Shares | 0.87 | 123M | Technology |
Rambus Inc | 0.87 | 123M | Technology |
Semtech Corp | 0.84 | 118M | Technology |
Modine Manufacturing Co | 0.79 | 111M | Consumer Cyclical |
United States