The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.
iShares Russell 2000 ETF IWM
Morningstar’s Analysis IWM
Will IWM outperform in 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 5.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Super Micro Computer Inc | 1.74 | 1.0 Bil | Technology |
MicroStrategy Inc Class A | 0.86 | 519.6 Mil | Technology |
Comfort Systems USA Inc | 0.45 | 271.6 Mil | Industrials |
Carvana Co Class A | 0.43 | 259.8 Mil | Consumer Cyclical |
Onto Innovation Inc | 0.43 | 258.4 Mil | Technology |
e.l.f. Beauty Inc | 0.42 | 255.0 Mil | Consumer Defensive |
BlackRock Cash Funds Treasury SL Agency | 0.42 | 251.1 Mil | Cash and Equivalents |
Chord Energy Corp Ordinary Shares - New | 0.41 | 245.3 Mil | Energy |
Abercrombie & Fitch Co Class A | 0.37 | 220.1 Mil | Consumer Cyclical |
Insmed Inc | 0.36 | 218.4 Mil | Healthcare |