We have qualitatively reviewed this strategy and reaffirmed its Above Average Process and People ratings. The following text is from Jan. 31, 2023.
iShares Russell Mid-Cap Value ETF IWS
Morningstar’s Analysis IWS
Will IWS outperform in 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 6.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Aflac Inc | 0.69 | 92.8 Mil | Financial Services |
Arthur J. Gallagher & Co | 0.64 | 85.5 Mil | Financial Services |
D.R. Horton Inc | 0.63 | 84.1 Mil | Consumer Cyclical |
Williams Companies Inc | 0.63 | 83.9 Mil | Energy |
ONEOK Inc | 0.63 | 83.8 Mil | Energy |
Realty Income Corp | 0.62 | 82.8 Mil | Real Estate |
Bank of New York Mellon Corp | 0.60 | 80.8 Mil | Financial Services |
Digital Realty Trust Inc | 0.60 | 79.7 Mil | Real Estate |
Crown Castle Inc | 0.57 | 76.9 Mil | Real Estate |
Fidelity National Information Services Inc | 0.52 | 70.1 Mil | Technology |