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 61.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 12.67 | 6.7 Bil | Technology |
NVIDIA Corp | 11.73 | 6.2 Bil | Technology |
Apple Inc | 11.39 | 6.0 Bil | Technology |
Amazon.com Inc | 6.45 | 3.4 Bil | Consumer Cyclical |
Meta Platforms Inc Class A | 4.23 | 2.2 Bil | Communication Services |
Alphabet Inc Class A | 4.09 | 2.2 Bil | Communication Services |
Alphabet Inc Class C | 3.43 | 1.8 Bil | Communication Services |
Eli Lilly and Co | 2.73 | 1.4 Bil | Healthcare |
Broadcom Inc | 2.60 | 1.4 Bil | Technology |
Tesla Inc | 1.97 | 1.0 Bil | Consumer Cyclical |