The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.
iShares S&P 500 Value ETF IVE
Morningstar’s Analysis IVE
Will IVE 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 18.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Berkshire Hathaway Inc Class B | 3.80 | 1.2 Bil | Financial Services |
JPMorgan Chase & Co | 2.87 | 932.2 Mil | Financial Services |
Exxon Mobil Corp | 2.47 | 802.8 Mil | Energy |
Johnson & Johnson | 1.84 | 597.1 Mil | Healthcare |
Chevron Corp | 1.46 | 473.8 Mil | Energy |
UnitedHealth Group Inc | 1.44 | 466.7 Mil | Healthcare |
Bank of America Corp | 1.36 | 440.6 Mil | Financial Services |
Walmart Inc | 1.32 | 428.0 Mil | Consumer Defensive |
Procter & Gamble Co | 1.20 | 389.8 Mil | Consumer Defensive |
Wells Fargo & Co | 1.12 | 364.2 Mil | Financial Services |