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Morningstar

iShares Russell Top 200 Value ETF IWX

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

Morningstar’s Analysis IWX

Will IWX 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 IWX’s performance objective and investment process is for both security selection and portfolio construction.

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.

A sound investment process and strong management team underpin iShares Russell Top 200 Value ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IWX

More IWX Holdings
  • Current Portfolio Date
  • Equity Holdings 147
  • Bond Holdings 0
  • Other Holdings 6
  • % Assets in Top 10 Holdings 26.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

5.42
94,193,041
Financial Services

JPMorgan Chase & Co

3.64
63,318,361
Financial Services

Exxon Mobil Corp

3.46
60,085,370
Energy

Johnson & Johnson

3.00
52,207,422
Healthcare

Procter & Gamble Co

2.39
41,591,617
Consumer Defensive

Chevron Corp

2.12
36,781,727
Energy

Walmart Inc

1.86
32,349,393
Consumer Defensive

Merck & Co Inc

1.71
29,663,999
Healthcare

Bank of America Corp

1.69
29,385,716
Financial Services

Cisco Systems Inc

1.61
28,029,860
Technology