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Morningstar

iShares Russell 2000 Value ETF IWN

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

Morningstar’s Analysis IWN

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

  • People Pillar

    The People Pillar is our evaluation of the IWN 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 IWN’s parent organization’s priorities and whether they’re in line with investors’ interests.

Risky strategy in a risky category

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its Average Process and Above Average People ratings. The following text is from Feb. 17, 2023.

by Zachary Evens
Rated on Published on

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Portfolio Holdings IWN

More IWN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Chord Energy Corp Ordinary Shares - New

0.63 73.2 Mil
Energy

Permian Resources Corp Class A

0.57 66.9 Mil
Energy

Murphy Oil Corp

0.55 63.9 Mil
Energy

Commercial Metals Co

0.53 61.6 Mil
Basic Materials

PBF Energy Inc Class A

0.52 60.9 Mil
Energy

Matador Resources Co

0.51 59.6 Mil
Energy

SouthState Corp

0.48 56.5 Mil
Financial Services

Civitas Resources Inc Ordinary Shares

0.48 56.0 Mil
Energy

Boise Cascade Co

0.48 55.8 Mil
Basic Materials

SM Energy Co

0.47 55.2 Mil
Energy