iShares Russell 2000 Value ETF IWN

Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IWN

Will IWN outperform in the future?

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

Risky strategy in a risky category.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

IShares Russell 2000 Value ETF is a risky choice in the small-value Morningstar Category. High trading costs undermine the fund's competitive fee, broad reach, and market-cap-weighted portfolio.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings IWN

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SM Energy Co

0.62 87M
Energy

UMB Financial Corp

0.61 85M
Financial Services

CareTrust REIT Inc

0.59 83M
Real Estate

Jackson Financial Inc

0.57 80M
Financial Services

Viasat Inc

0.57 80M
Technology

PBF Energy Inc Class A

0.53 74M
Energy

Old National Bancorp

0.52 72M
Financial Services

Cytokinetics Inc

0.49 68M
Healthcare

Macerich Co

0.47 66M
Real Estate

Matson Inc

0.47 65M
Industrials

Sponsor Center