iShares S&P 500 Value ETF
iShares S&P 500 Value ETF offers exposure to large U.S. companies that are potentially undervalued relative to comparable companies. It seeks to track the investment results of the S&P 500/Citigroup Value Index, which offers exposure to large-capitalization companies that exhibit value characteristics within the U.S. equity market. The Fund can be used as a complement to a portfolio’s core holdings, and exposure is tilted most heavily towards financials, energy, and industrials.
IVE TOP 10 HOLDINGS
Berkshire Hathaway Inc Class B BRK.B 3.00
JPMorgan Chase & Co. JPM 2.83
Walt Disney Co (The) DIS 2.03
Bank Of America Corp. BAC 1.82
Intel Corp. INTC 1.61
Johnson & Johnson JNJ 1.54
Verizon Communications Inc VZ 1.46
Exxon Mobil Corp. XOM 1.43
AT&T, Inc. T 1.32
Cisco Systems, Inc. CSCO 1.31
As of 04/07/21
IVE SECTOR ALLOCATION
Basic Materials 2.94%
Communication Services 6.93%
Consumer Cyclical 7.87%
Consumer Defensive 9.21%
Energy 5.61%
Financial Services 22.05%
Healthcare 14.33%
Industrials 12.31%
Real Estate 3.96%
Technology 9.88%
Utilities 4.91%
As of 04/07/21