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 18.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Berkshire Hathaway Inc Class B | 3.68 | 661.7 Mil | Financial Services |
JPMorgan Chase & Co | 2.81 | 505.5 Mil | Financial Services |
Exxon Mobil Corp | 2.47 | 444.3 Mil | Energy |
Johnson & Johnson | 1.80 | 323.9 Mil | Healthcare |
UnitedHealth Group Inc | 1.50 | 269.4 Mil | Healthcare |
Walmart Inc | 1.40 | 252.1 Mil | Consumer Defensive |
Bank of America Corp | 1.33 | 239.3 Mil | Financial Services |
Chevron Corp | 1.27 | 227.7 Mil | Energy |
Procter & Gamble Co | 1.13 | 202.5 Mil | Consumer Defensive |
The Home Depot Inc | 1.03 | 186.0 Mil | Consumer Cyclical |