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.
iShares Russell 2000 Value ETF IWN
Morningstar’s Analysis IWN
Will IWN outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 |