The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest 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 60.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 12.53 | 5.7 Bil | Technology |
Apple Inc | 11.29 | 5.1 Bil | Technology |
NVIDIA Corp | 11.10 | 5.0 Bil | Technology |
Amazon.com Inc | 6.66 | 3.0 Bil | Consumer Cyclical |
Meta Platforms Inc Class A | 4.18 | 1.9 Bil | Communication Services |
Alphabet Inc Class A | 4.12 | 1.9 Bil | Communication Services |
Alphabet Inc Class C | 3.48 | 1.6 Bil | Communication Services |
Eli Lilly and Co | 2.64 | 1.2 Bil | Healthcare |
Broadcom Inc | 2.44 | 1.1 Bil | Technology |
Tesla Inc | 2.01 | 915.2 Mil | Consumer Cyclical |