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 17.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Berkshire Hathaway Inc Class B | 3.53 | 616.9 Mil | Financial Services |
JPMorgan Chase & Co | 2.75 | 479.9 Mil | Financial Services |
Exxon Mobil Corp | 2.52 | 439.6 Mil | Energy |
Johnson & Johnson | 1.73 | 301.9 Mil | Healthcare |
UnitedHealth Group Inc | 1.40 | 243.8 Mil | Healthcare |
Chevron Corp | 1.32 | 230.0 Mil | Energy |
Bank of America Corp | 1.26 | 220.0 Mil | Financial Services |
Walmart Inc | 1.20 | 210.5 Mil | Consumer Defensive |
Procter & Gamble Co | 1.12 | 196.3 Mil | Consumer Defensive |
Wells Fargo & Co | 1.05 | 184.3 Mil | Financial Services |