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 58.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 13.06 | 5.5 Bil | Technology |
Apple Inc | 10.55 | 4.4 Bil | Technology |
NVIDIA Corp | 8.61 | 3.6 Bil | Technology |
Amazon.com Inc | 7.10 | 3.0 Bil | Consumer Cyclical |
Meta Platforms Inc Class A | 4.65 | 1.9 Bil | Communication Services |
Alphabet Inc Class A | 4.04 | 1.7 Bil | Communication Services |
Alphabet Inc Class C | 3.42 | 1.4 Bil | Communication Services |
Eli Lilly and Co | 2.56 | 1.1 Bil | Healthcare |
Broadcom Inc | 2.36 | 988.3 Mil | Technology |
Tesla Inc | 1.73 | 722.0 Mil | Consumer Cyclical |