We have qualitatively reviewed this strategy and reaffirmed its Average Process and Above Average People ratings. The following text is from Feb. 17, 2023.
iShares Russell 2000 Value ETF IWN
Morningstar’s Analysis IWN
Will IWN 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 5.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Chord Energy Corp Ordinary Shares - New | 0.82 | 92.2 Mil | Energy |
BlackRock Cash Funds Treasury SL Agency | 0.59 | 65.7 Mil | Cash and Equivalents |
Permian Resources Corp Class A | 0.54 | 60.3 Mil | Energy |
Carvana Co Class A | 0.49 | 54.8 Mil | Consumer Cyclical |
Meritage Homes Corp | 0.48 | 54.0 Mil | Consumer Cyclical |
Commercial Metals Co | 0.48 | 53.3 Mil | Basic Materials |
UFP Industries Inc | 0.47 | 52.7 Mil | Basic Materials |
Essent Group Ltd | 0.46 | 52.1 Mil | Financial Services |
Taylor Morrison Home Corp | 0.46 | 51.9 Mil | Consumer Cyclical |
Jackson Financial Inc | 0.46 | 51.7 Mil | Financial Services |