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iShares Russell Mid-Cap Value ETF IWS

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.

A compelling mid-cap value fund.

Associate Analyst Zachary Evens

Zachary Evens

Associate Analyst

Summary

IShares Russell Mid-Cap Value ETF IWS provides a market-cap-weighted portfolio that effectively represents the mid-cap value Morningstar Category. Its diversification and low fee should make the fund hard to beat, supporting a Morningstar Analyst Rating of Bronze.

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Portfolio Holdings IWS

  • Current Portfolio Date
  • Equity Holdings 702
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 6.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
0.83
103,430,292
Energy
0.78
97,795,080
Industrials
0.70
86,968,092
Financial Services
0.69
86,450,154
Financial Services
0.67
83,958,406
Industrials

Welltower Inc

0.65
80,708,120
Real Estate
0.63
78,721,008
Energy
0.62
77,797,986
Industrials
0.62
77,632,414
Technology
0.59
73,652,819
Basic Materials