IWS – iShares Russell Mid-Cap Value ETF – ETF Stock Quote | Morningstar

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Will IWS outperform in the future?

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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

IShares Russell Mid-Cap Value ETF’s diversified, category-representative portfolio and low fee should make it hard to beat.

by Zachary Evens

Rated on Apr 25, 2026 Published on Apr 25, 2026

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Portfolio Holdings IWS

More IWS Holdings

Current Portfolio Date Oct 16, 2026
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 6.9

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Phillips 66	1.09	168M	Energy
Moderna Inc	0.78	121M	Healthcare
Hewlett Packard Enterprise Co	0.72	111M	Technology
Marathon Petroleum Corp	0.68	105M	Energy
Kinder Morgan Inc Class P	0.66	101M	Energy
Digital Realty Trust Inc	0.64	99M	Real Estate
Allstate Corp	0.63	97M	Financial Services
ONEOK Inc	0.58	90M	Energy
Devon Energy Corp	0.56	87M	Energy
AMETEK Inc	0.56	86M	Industrials

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