The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.
iShares S&P 500 Growth ETF IVW
Morningstar’s Analysis IVW
Will IVW outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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
|
---|---|---|---|
Apple Inc | 12.33 | 6.3 Bil | Technology |
Microsoft Corp | 12.23 | 6.2 Bil | Technology |
NVIDIA Corp | 10.86 | 5.5 Bil | Technology |
Amazon.com Inc | 4.36 | 2.2 Bil | Consumer Cyclical |
Meta Platforms Inc Class A | 4.08 | 2.1 Bil | Communication Services |
Alphabet Inc Class A | 3.86 | 2.0 Bil | Communication Services |
Alphabet Inc Class C | 3.25 | 1.6 Bil | Communication Services |
Eli Lilly and Co | 2.69 | 1.4 Bil | Healthcare |
Broadcom Inc | 2.67 | 1.4 Bil | Technology |
Tesla Inc | 2.51 | 1.3 Bil | Consumer Cyclical |