iShares S&P 500 Value ETF IVE

Morningstar Medalist Rating

Morningstar’s Analysis IVE

Will IVE outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares S&P 500 Value ETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings IVE

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings24.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

8.394B
Technology

Amazon.com Inc

3.972B
Consumer Cyclical

ExxonMobil Holdings Corp

2.221B
Energy

Walmart Inc

1.81941M
Consumer Defensive

Costco Wholesale Corp

1.56810M
Consumer Defensive

Chevron Corp

1.36708M
Energy

Tesla Inc

1.35703M
Consumer Cyclical

Procter & Gamble Co

1.26655M
Consumer Defensive

Merck & Co Inc

1.17610M
Healthcare

UnitedHealth Group Inc

1.17607M
Healthcare

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