The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.
iShares S&P 500 Value ETF IVE
Morningstar’s Analysis IVE
Will IVE 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 19.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Berkshire Hathaway Inc Class B | 3.79 | 1.3 Bil | Financial Services |
JPMorgan Chase & Co | 2.96 | 989.0 Mil | Financial Services |
Exxon Mobil Corp | 2.70 | 902.1 Mil | Energy |
Johnson & Johnson | 1.84 | 616.9 Mil | Healthcare |
UnitedHealth Group Inc | 1.50 | 502.6 Mil | Healthcare |
Chevron Corp | 1.41 | 471.3 Mil | Energy |
Walmart Inc | 1.38 | 462.3 Mil | Consumer Defensive |
Bank of America Corp | 1.35 | 451.9 Mil | Financial Services |
Procter & Gamble Co | 1.20 | 401.9 Mil | Consumer Defensive |
Wells Fargo & Co | 1.10 | 367.2 Mil | Financial Services |