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 the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares S&P 500 Growth ETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings IVW

More IVW Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 59.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

14.41 11B
Technology

Microsoft Corp

11.00 8B
Technology

Apple Inc

7.16 5B
Technology

Alphabet Inc Class A

5.30 4B
Communication Services

Broadcom Inc

4.32 3B
Technology

Alphabet Inc Class C

4.26 3B
Communication Services

Meta Platforms Inc Class A

4.00 3B
Communication Services

Amazon.com Inc

3.64 3B
Consumer Cyclical

Eli Lilly and Co

2.88 2B
Healthcare

Berkshire Hathaway Inc Class B

2.85 2B
Financial Services

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