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Morningstar

iShares S&P 500 Value ETF IVE

Morningstar Medalist Rating
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.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IVE’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the IVE management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of IVE’s parent organization’s priorities and whether they’re in line with investors’ interests.

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IVE

More IVE Holdings
  • Current Portfolio Date
  • Equity Holdings 401
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 26.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.01
1,437,758,941
Technology

Meta Platforms Inc Class A

4.07
974,774,261
Communication Services

Berkshire Hathaway Inc Class B

4.02
961,111,927
Financial Services

Amazon.com Inc

3.80
909,854,520
Consumer Cyclical

JPMorgan Chase & Co

2.61
624,043,799
Financial Services

Walmart Inc

1.42
339,983,794
Consumer Defensive

Cisco Systems Inc

1.33
319,340,714
Technology

Salesforce Inc

1.22
290,861,191
Technology

Bank of America Corp

1.16
277,704,018
Financial Services

Comcast Corp Class A

1.13
270,387,277
Communication Services