IWS – iShares Russell Mid-Cap Value ETF – ETF Stock Quote | Morningstar

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Will IWS outperform in the future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IWS’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

A compelling mid-cap value fund.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

IShares Russell Mid-Cap Value ETF’s diversified, category-representative portfolio and low fee should make it hard to beat.

by Zachary Evens

Rated on Apr 25, 2026 Published on Apr 25, 2026

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Portfolio Holdings IWS

More IWS Holdings

Current Portfolio Date Sep 30, 2026
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 6.9

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Phillips 66	0.97	144M	Energy
Hewlett Packard Enterprise Co	0.86	127M	Technology
Warner Bros. Discovery Inc Ordinary Shares - Class A	0.75	111M	Communication Services
Moderna Inc	0.71	105M	Healthcare
Digital Realty Trust Inc	0.66	97M	Real Estate
Kinder Morgan Inc Class P	0.59	88M	Energy
Marathon Petroleum Corp	0.58	85M	Energy
AMETEK Inc	0.57	85M	Industrials
Allstate Corp	0.57	85M	Financial Services
Baker Hughes Co Class A	0.55	82M	Energy

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