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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings IWM

More IWM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 3.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JFrog Ltd Ordinary Shares

0.37 276M
Technology

Glaukos Corp

0.35 260M
Healthcare

BrightSpring Health Services Inc

0.34 255M
Healthcare

UMB Financial Corp

0.34 253M
Financial Services

SM Energy Co

0.33 246M
Energy

Moog Inc Class A

0.33 246M
Industrials

USD CASH

0.32 237M
Cash and Equivalents

Twist Bioscience Corp

0.31 233M
Healthcare

Old National Bancorp

0.30 226M
Financial Services

Ryman Hospitality Properties Inc

0.30 223M
Real Estate

Sponsor Center