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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 401
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 26.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
6.01
1,437,758,941
Technology
4.07
974,774,261
Communication Services
4.02
961,111,927
Financial Services
3.80
909,854,520
Consumer Cyclical
2.61
624,043,799
Financial Services
1.42
339,983,794
Consumer Defensive
1.33
319,340,714
Technology
1.22
290,861,191
Technology
1.16
277,704,018
Financial Services
1.13
270,387,277
Communication Services