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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.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings IVE

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 19.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

3.83 1.3 Bil
Financial Services

JPMorgan Chase & Co

3.01 1.0 Bil
Financial Services

Exxon Mobil Corp

2.57 855.6 Mil
Energy

Johnson & Johnson

1.82 606.8 Mil
Healthcare

Walmart Inc

1.51 502.2 Mil
Consumer Defensive

UnitedHealth Group Inc

1.45 484.7 Mil
Healthcare

Bank of America Corp

1.44 479.1 Mil
Financial Services

Chevron Corp

1.35 448.2 Mil
Energy

Procter & Gamble Co

1.20 401.4 Mil
Consumer Defensive

The Home Depot Inc

1.12 372.0 Mil
Consumer Cyclical