Morningstar

iShares Russell 2000 ETF IWM

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

Morningstar’s Analysis IWM

Will IWM outperform in the 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 IWM’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares Russell 2000 ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings IWM

More IWM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 3.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Cash Funds Treasury SL Agency

0.48 369M
Cash and Equivalents

Twist Bioscience Corp

0.43 331M
Healthcare

Moog Inc Class A

0.37 283M
Industrials

JFrog Ltd Ordinary Shares

0.36 275M
Technology

10x Genomics Inc Ordinary Shares - Class A

0.36 274M
Healthcare

UMB Financial Corp

0.32 250M
Financial Services

BrightSpring Health Services Inc

0.32 248M
Healthcare

Glaukos Corp

0.32 246M
Healthcare

Viasat Inc

0.30 235M
Technology

Hut 8 Corp

0.30 231M
Financial Services

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