iShares Russell Top 200 Value ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
iShares Russell Top 200 Value ETF IWX
Morningstar’s Analysis IWX
Will IWX 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 IWX 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 IWX’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 30.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Micron Technology Inc | 4.71 | 167M | Technology |
Berkshire Hathaway Inc Class B | 3.87 | 137M | Financial Services |
JPMorgan Chase & Co | 3.74 | 133M | Financial Services |
Alphabet Inc Class A | 3.19 | 113M | Communication Services |
Amazon.com Inc | 2.70 | 96M | Consumer Cyclical |
Exxon Mobil Corp | 2.67 | 94M | Energy |
Alphabet Inc Class C | 2.59 | 92M | Communication Services |
Johnson & Johnson | 2.49 | 88M | Healthcare |
Intel Corp | 2.36 | 84M | Technology |
Cisco Systems Inc | 2.07 | 73M | Technology |
United States