We have qualitatively reviewed this strategy and reaffirmed its Above Average Process and People ratings. IShares Core S&P Growth ETF IUSG a well-diversified, market-cap-weighted basket of fast-growing US large-cap stocks at a rock-bottom fee, a recipe for success over the long run. The following text is from June 2, 2023.
iShares Core S&P US Growth ETF IUSG
Morningstar’s Analysis IUSG
Will IUSG 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 56.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 12.14 | 2.2 Bil | Technology |
Apple Inc | 10.47 | 1.9 Bil | Technology |
NVIDIA Corp | 9.99 | 1.8 Bil | Technology |
Amazon.com Inc | 6.28 | 1.1 Bil | Consumer Cyclical |
Meta Platforms Inc Class A | 4.00 | 713.0 Mil | Communication Services |
Alphabet Inc Class A | 3.92 | 698.9 Mil | Communication Services |
Alphabet Inc Class C | 3.30 | 589.6 Mil | Communication Services |
Eli Lilly and Co | 2.45 | 436.4 Mil | Healthcare |
Broadcom Inc | 2.35 | 419.9 Mil | Technology |
Tesla Inc | 1.89 | 336.6 Mil | Consumer Cyclical |