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Morningstar

iShares Russell Mid-Cap Value ETF IWS

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IWS

Will IWS outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IWS’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IWS 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 IWS’s parent organization’s priorities and whether they’re in line with investors’ interests.

A compelling mid-cap value fund.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its Above Average Process and People ratings. The following text is from Jan. 31, 2023.

by Zachary Evens
Rated on Published on

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Portfolio Holdings IWS

More IWS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Parker Hannifin Corp

0.90 118.0 Mil
Industrials

Phillips 66

0.90 117.5 Mil
Energy

Constellation Energy Corp

0.77 100.5 Mil
Utilities

PACCAR Inc

0.75 98.5 Mil
Industrials

Marvell Technology Inc

0.70 91.7 Mil
Technology

TransDigm Group Inc

0.69 90.3 Mil
Industrials

Welltower Inc

0.67 87.4 Mil
Real Estate

Aflac Inc

0.64 83.5 Mil
Financial Services

Arthur J. Gallagher & Co

0.63 82.7 Mil
Financial Services

Nucor Corp

0.62 81.2 Mil
Basic Materials