The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.
iShares S&P 500 Growth ETF IVW
Morningstar’s Analysis IVW
Will IVW 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 58.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 12.51 | 5.3 Bil | Technology |
Apple Inc | 10.69 | 4.5 Bil | Technology |
NVIDIA Corp | 9.23 | 3.9 Bil | Technology |
Amazon.com Inc | 6.92 | 2.9 Bil | Consumer Cyclical |
Alphabet Inc Class A | 4.15 | 1.8 Bil | Communication Services |
Meta Platforms Inc Class A | 4.09 | 1.7 Bil | Communication Services |
Alphabet Inc Class C | 3.51 | 1.5 Bil | Communication Services |
Eli Lilly and Co | 2.69 | 1.1 Bil | Healthcare |
Broadcom Inc | 2.47 | 1.1 Bil | Technology |
Tesla Inc | 2.20 | 932.2 Mil | Consumer Cyclical |