Skip to Content

iShares S&P 500 Value ETF IVE

Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IVE

Will IVE outperform in future?

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

A sound investment process and strong management team underpin iShares S&P 500 Value ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings IVE

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 18.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

3.81 1.3 Bil
Financial Services

JPMorgan Chase & Co

2.83 927.1 Mil
Financial Services

Exxon Mobil Corp

2.27 744.6 Mil
Energy

Johnson & Johnson

1.96 641.7 Mil
Healthcare

UnitedHealth Group Inc

1.45 474.3 Mil
Healthcare

Chevron Corp

1.39 454.6 Mil
Energy

Walmart Inc

1.33 437.7 Mil
Consumer Defensive

Bank of America Corp

1.25 410.8 Mil
Financial Services

The Home Depot Inc

1.20 394.4 Mil
Consumer Cyclical

Procter & Gamble Co

1.19 390.3 Mil
Consumer Defensive