We have qualitatively reviewed this strategy and reaffirmed its Above Average Process and People ratings. The following text is from Jan. 31, 2023.
iShares Russell Mid-Cap Value ETF IWS
Morningstar’s Analysis IWS
Will IWS 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 7.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Constellation Energy Corp | 0.92 | 115.5 Mil | Utilities |
Parker Hannifin Corp | 0.83 | 104.4 Mil | Industrials |
Phillips 66 | 0.79 | 99.7 Mil | Energy |
Marvell Technology Inc | 0.75 | 94.0 Mil | Technology |
TransDigm Group Inc | 0.75 | 94.0 Mil | Industrials |
Welltower Inc | 0.72 | 90.2 Mil | Real Estate |
PACCAR Inc | 0.70 | 88.2 Mil | Industrials |
Trane Technologies PLC Class A | 0.69 | 87.0 Mil | Industrials |
KKR & Co Inc Ordinary Shares | 0.69 | 86.8 Mil | Financial Services |
Carrier Global Corp Ordinary Shares | 0.68 | 86.0 Mil | Industrials |