Question 1

What are the top holdings in IVE?

Accepted Answer

iShares S&P 500 Value ETF (IVE) holds 448 securities. View the complete list of top holdings sorted by portfolio weight, showing each security's ticker symbol, company name, asset type, and allocation percentage.

Question 2

How concentrated is IVE's portfolio?

Accepted Answer

Portfolio concentration is measured by the weight of top holdings. A concentrated portfolio has fewer large positions with higher individual weights, while a diversified portfolio distributes holdings more evenly. Review IVE's holdings table to analyze concentration risk.

Question 3

What is IVE's sector allocation?

Accepted Answer

The Sector Allocation chart shows how IVE distributes investments across different industries like Technology, Healthcare, Financials, and more. This sector exposure helps understand the fund's industry diversification strategy.

Question 4

What countries does IVE invest in?

Accepted Answer

IVE's geographic exposure is shown in the Countries tab under Portfolio Allocations. This reveals the fund's international diversification and exposure to different regions and global markets.

Question 5

How diversified is IVE ETF?

Accepted Answer

IVE's diversification can be assessed by reviewing its 448 holdings, sector allocation, and geographic exposure. A well-diversified ETF spreads investments across multiple securities, sectors, and regions to reduce concentration risk.

Question 6

What are IVE's largest positions by weight?

Accepted Answer

IVE's largest positions are listed in the holdings table, sorted by portfolio weight percentage. The top holdings represent the securities with the highest allocation in the fund's portfolio composition.

#	Symbol	Name	Type	Weight
1	AAPL	Apple Inc	Stock	8.43%
2	MSFT	Microsoft Corporation	Stock	6.53%
3	AMZN	Amazon.com, Inc.	Stock	3.62%
4	XOM	Exxon Mobil Corporation	Stock	2.19%
5	WMT	Walmart Inc.	Stock	1.98%
6	JNJ	Johnson & Johnson	Stock	1.90%
7	BRK.B	Berkshire Hathaway Inc	Stock	1.83%
8	COST	Costco Wholesale Corporation	Stock	1.56%
9	TSLA	Tesla, Inc.	Stock	1.51%
10	PG	The Procter & Gamble Company	Stock	1.37%
11	JPM	JPMorgan Chase & Co	Stock	1.37%
12	BAC	Bank of America Corporation	Stock	1.36%
13	HD	The Home Depot, Inc.	Stock	1.35%
14	AMD	Advanced Micro Devices, Inc	Stock	1.28%
15	CVX	Chevron Corporation	Stock	1.21%
16	CSCO	Cisco Systems, Inc	Stock	1.17%
17	UNH	UnitedHealth Group Incorporated	Stock	1.12%
18	KO	The Coca-Cola Company	Stock	1.10%
19	MRK	Merck & Co., Inc.	Stock	1.06%
20	WFC	Wells Fargo & Company	Stock	1.03%
21	ABBV	AbbVie Inc	Stock	0.94%
22	GS	The Goldman Sachs Group, Inc	Stock	0.91%
23	MU	Micron Technology, Inc	Stock	0.90%
24	V	Visa Inc.	Stock	0.89%
25	ABT	Abbott Laboratories	Stock	0.86%
26	TMO	Thermo Fisher Scientific Inc	Stock	0.86%
27	MCD	McDonalds Corporation	Stock	0.86%
28	PEP	PepsiCo, Inc.	Stock	0.82%
29	INTC	Intel Corporation	Stock	0.77%
30	LIN	Linde plc	Stock	0.76%
31	C	Citigroup Inc.	Stock	0.74%
32	DIS	The Walt Disney Company	Stock	0.73%
33	TXN	Texas Instruments Incorporated	Stock	0.72%
34	T	AT&T Inc	Stock	0.72%
35	VZ	Verizon Communications Inc.	Stock	0.71%
36	LRCX	Lam Research Corporation	Stock	0.70%
37	GE	GE Aerospace	Stock	0.70%
38	QCOM	QUALCOMM Incorporated	Stock	0.68%
39	GILD	Gilead Sciences, Inc	Stock	0.61%
40	ACN	Accenture plc	Stock	0.61%
41	SCHW	The Charles Schwab Corporation	Stock	0.60%
42	BLK	BlackRock, Inc	Stock	0.57%
43	DHR	Danaher Corporation	Stock	0.56%
44	PFE	Pfizer Inc	Stock	0.55%
45	BA	The Boeing Company	Stock	0.53%
46	UNP	Union Pacific Corporation	Stock	0.52%
47	COF	Capital One Financial Corporation	Stock	0.52%
48	LOW	Lowes Companies, Inc	Stock	0.51%
49	MDT	Medtronic plc	Stock	0.50%
50	HON	Honeywell International Inc	Stock	0.47%

IVE ETF Holdings: iShares S&P 500 Value ETF

Portfolio Allocations

Top 50 Holdings by Portfolio Weight