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 18.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Berkshire Hathaway Inc Class B | 3.57 | 621.5 Mil | Financial Services |
JPMorgan Chase & Co | 2.73 | 475.2 Mil | Financial Services |
Exxon Mobil Corp | 2.46 | 428.3 Mil | Energy |
Johnson & Johnson | 1.70 | 295.8 Mil | Healthcare |
Walmart Inc | 1.38 | 240.4 Mil | Consumer Defensive |
UnitedHealth Group Inc | 1.33 | 230.8 Mil | Healthcare |
Chevron Corp | 1.30 | 226.8 Mil | Energy |
Bank of America Corp | 1.29 | 223.9 Mil | Financial Services |
Procter & Gamble Co | 1.15 | 200.5 Mil | Consumer Defensive |
Costco Wholesale Corp | 1.06 | 183.7 Mil | Consumer Defensive |