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iShares Morningstar Value ETF ILCV

Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis ILCV

Will ILCV 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 Morningstar Value ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

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Portfolio Holdings ILCV

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 20.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

3.33 30.5 Mil
Financial Services

JPMorgan Chase & Co

2.56 23.5 Mil
Financial Services

Exxon Mobil Corp

2.32 21.2 Mil
Energy

Broadcom Inc

1.93 17.7 Mil
Technology

Meta Platforms Inc Class A

1.91 17.6 Mil
Communication Services

Alphabet Inc Class A

1.77 16.3 Mil
Communication Services

Procter & Gamble Co

1.76 16.2 Mil
Consumer Defensive

Johnson & Johnson

1.63 14.9 Mil
Healthcare

Alphabet Inc Class C

1.60 14.7 Mil
Communication Services

The Home Depot Inc

1.47 13.5 Mil
Consumer Cyclical