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iShares Core S&P US Value ETF IUSV

Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IUSV

Will IUSV outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Broad exposure to U.S. value stocks.

Associate Analyst Mo'ath Almahasneh

Mo'ath Almahasneh

Associate Analyst

Summary

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.

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Portfolio Holdings IUSV

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 17.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

3.53 608.5 Mil
Financial Services

JPMorgan Chase & Co

2.72 469.1 Mil
Financial Services

Exxon Mobil Corp

2.45 422.1 Mil
Energy

Johnson & Johnson

1.72 296.9 Mil
Healthcare

UnitedHealth Group Inc

1.42 244.2 Mil
Healthcare

Walmart Inc

1.33 228.8 Mil
Consumer Defensive

Chevron Corp

1.30 224.3 Mil
Energy

Bank of America Corp

1.29 222.2 Mil
Financial Services

Procter & Gamble Co

1.14 195.7 Mil
Consumer Defensive

Wells Fargo & Co

1.03 177.0 Mil
Financial Services