The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive 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 58.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 13.11 | 5.6 Bil | Technology |
Apple Inc | 10.59 | 4.5 Bil | Technology |
NVIDIA Corp | 8.49 | 3.6 Bil | Technology |
Amazon.com Inc | 6.96 | 3.0 Bil | Consumer Cyclical |
Meta Platforms Inc Class A | 4.68 | 2.0 Bil | Communication Services |
Alphabet Inc Class A | 4.05 | 1.7 Bil | Communication Services |
Alphabet Inc Class C | 3.43 | 1.5 Bil | Communication Services |
Eli Lilly and Co | 2.52 | 1.1 Bil | Healthcare |
Broadcom Inc | 2.39 | 1.0 Bil | Technology |
Tesla Inc | 1.94 | 824.4 Mil | Consumer Cyclical |