Skip to Content
Morningstar

iShares S&P 500 Growth ETF IVW

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IVW

Will IVW 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 IVW’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IVW 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 IVW’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 Growth 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings IVW

More IVW Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 58.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

13.13 5.6 Bil
Technology

Apple Inc

10.48 4.5 Bil
Technology

NVIDIA Corp

9.20 4.0 Bil
Technology

Amazon.com Inc

7.14 3.1 Bil
Consumer Cyclical

Meta Platforms Inc Class A

4.69 2.0 Bil
Communication Services

Alphabet Inc Class A

3.88 1.7 Bil
Communication Services

Alphabet Inc Class C

3.28 1.4 Bil
Communication Services

Eli Lilly and Co

2.54 1.1 Bil
Healthcare

Broadcom Inc

2.49 1.1 Bil
Technology

Tesla Inc

1.86 797.4 Mil
Consumer Cyclical