We have qualitatively reviewed this strategy and reaffirmed its Above Average Process and People ratings. The following text is from Dec. 12, 2022. IShares Core S&P U.S. Value ETF IUSV constructs a well-diversified, market-cap-weighted basket of U.S. value stocks at a low cost.
iShares Core S&P US Value ETF IUSV
Morningstar’s Analysis IUSV
Will IUSV 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 17.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Berkshire Hathaway Inc Class B | 3.62 | 599.8 Mil | Financial Services |
JPMorgan Chase & Co | 2.64 | 437.2 Mil | Financial Services |
Exxon Mobil Corp | 2.34 | 387.2 Mil | Energy |
Johnson & Johnson | 1.75 | 289.7 Mil | Healthcare |
UnitedHealth Group Inc | 1.41 | 233.8 Mil | Healthcare |
Chevron Corp | 1.36 | 225.8 Mil | Energy |
Walmart Inc | 1.25 | 207.2 Mil | Consumer Defensive |
Bank of America Corp | 1.25 | 207.0 Mil | Financial Services |
Procter & Gamble Co | 1.11 | 184.7 Mil | Consumer Defensive |
Wells Fargo & Co | 1.07 | 176.9 Mil | Financial Services |