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.
iShares Russell 2000 Value ETF IWN
Morningstar’s Analysis IWN
Will IWN outperform in the 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 5.5
|
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 |