IVW
iShares S&P 500 Growth ETF
📎 Investment Objective
The iShares S&P 500 Growth ETF (IVW) seeks to track the investment results of an index composed of large-capitalization U.S. equities exhibiting growth characteristics.
Overview
ETF tracking iShares S&P 500 Growth ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The iShares S&P 500 Growth ETF (IVW) seeks to track the investment results of an index composed of large-capitalization U.S. equities exhibiting growth characteristics.
🎯 Investment Strategy
The ETF employs a passively managed, index-based approach, investing in a representative sample of stocks included in the S&P 500 Growth Index. The fund aims to provide exposure to companies demonstrating above-average growth potential.
✨ Key Features
- Broad exposure to large-cap U.S. growth stocks
- Tracks the S&P 500 Growth Index, a subset of the S&P 500 Index
- Low-cost, passively managed index fund structure
- Potentially suitable as a core growth allocation within a diversified portfolio
⚠️ Primary Risks
- Market risk: The value of the fund's shares will fluctuate with changes in the stock market
- Concentration risk: The fund's performance may be more volatile due to its focus on growth stocks
- Liquidity risk: The fund may have difficulty trading certain securities at an advantageous time and price
- Tracking error risk: The fund may not perfectly replicate the performance of its underlying index
👤 Best For
The iShares S&P 500 Growth ETF may be suitable for investors seeking long-term capital appreciation through exposure to large-cap U.S. growth stocks. It can serve as a core growth component within a diversified portfolio, though investors should be comfortable with the inherent volatility of growth-oriented equities.
Top Holdings
| Rank | Ticker | Name | Weight | Sector |
|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | 14.60% | Information Technology |
| 2 | MSFT | MICROSOFT CORP | 6.23% | Information Technology |
| 3 | AAPL | APPLE INC | 5.97% | Information Technology |
| 4 | GOOGL | ALPHABET INC CLASS A | 5.19% | Communication |
| 5 | AVGO | BROADCOM INC | 5.12% | Information Technology |
| 6 | AMZN | AMAZON COM INC | 4.28% | Consumer Discretionary |
| 7 | META | META PLATFORMS INC CLASS A | 4.24% | Communication |
| 8 | GOOG | ALPHABET INC CLASS C | 4.17% | Communication |
| 9 | TSLA | TESLA INC | 3.61% | Consumer Discretionary |
| 10 | LLY | ELI LILLY | 2.60% | Health Care |
| 11 | V | VISA INC CLASS A | 1.83% | Financials |
| 12 | NFLX | NETFLIX INC | 1.57% | Communication |
| 13 | JPM | JPMORGAN CHASE & CO | 1.55% | Financials |
| 14 | BRKB | BERKSHIRE HATHAWAY INC CLASS B | 1.48% | Financials |
| 15 | MA | MASTERCARD INC CLASS A | 1.47% | Financials |
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