The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.
iShares S&P 500 Growth ETF IVW
Morningstar’s Analysis IVW
Will IVW 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 60.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 12.63 | 6.9 Bil | Technology |
Apple Inc | 11.78 | 6.4 Bil | Technology |
NVIDIA Corp | 11.64 | 6.3 Bil | Technology |
Amazon.com Inc | 4.50 | 2.4 Bil | Consumer Cyclical |
Meta Platforms Inc Class A | 4.30 | 2.3 Bil | Communication Services |
Alphabet Inc Class A | 4.03 | 2.2 Bil | Communication Services |
Alphabet Inc Class C | 3.38 | 1.8 Bil | Communication Services |
Broadcom Inc | 2.90 | 1.6 Bil | Technology |
Eli Lilly and Co | 2.76 | 1.5 Bil | Healthcare |
Tesla Inc | 2.63 | 1.4 Bil | Consumer Cyclical |