iShares Russell 2000 Value ETF IWN

Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IWN

Will IWN outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

Risky strategy in a risky category.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

IShares Russell 2000 Value ETF is a risky choice in the small-value Morningstar Category. High trading costs undermine the fund's competitive fee, broad reach, and market-cap-weighted portfolio.

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Portfolio Holdings IWN

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

UMB Financial Corp

0.63 90M
Financial Services

Viasat Inc

0.60 86M
Technology

CareTrust REIT Inc

0.58 83M
Real Estate

SM Energy Co

0.57 82M
Energy

Cytokinetics Inc

0.57 82M
Healthcare

Jackson Financial Inc

0.55 79M
Financial Services

Old National Bancorp

0.52 74M
Financial Services

SSR Mining Inc

0.50 72M
Basic Materials

PBF Energy Inc Class A

0.49 71M
Energy

Terex Corp

0.47 67M
Industrials

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