Key stats
About iShares S&P 500 Growth ETF
Home page
Inception date
May 22, 2000
Structure
Open-Ended Fund
Replication method
Physical
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
BlackRock Fund Advisors
Distributor
BlackRock Investments LLC
IVW is one of the most established and popular growth-focused ETFs, holding firms with growth characteristics from the S&P 500 Index. S&P's style methodology selects companies based on three growth factors: sales growth, earnings growth, and momentum. IVW was one of the first growth-focused ETFs to launch. The portfolio shows only modest sector tilts compared to our large-cap-growth benchmark, with a small but persistent bias toward midcaps. VOOG and SPYG track the same index with similarly low holdings cost. Overall, the fund is inexpensive and provides balanced exposure to large-cap-growth firms.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Technology Services
Electronic Technology
Finance
Stocks99.84%
Technology Services29.14%
Electronic Technology24.11%
Finance11.71%
Retail Trade9.51%
Health Technology6.31%
Consumer Durables3.45%
Producer Manufacturing3.38%
Commercial Services3.35%
Consumer Services2.69%
Transportation1.26%
Utilities1.26%
Consumer Non-Durables1.18%
Industrial Services0.89%
Process Industries0.37%
Distribution Services0.30%
Communications0.30%
Health Services0.19%
Energy Minerals0.18%
Non-Energy Minerals0.15%
Miscellaneous0.10%
Bonds, Cash & Other0.16%
Cash0.16%
Stock breakdown by region
North America98.69%
Europe1.31%
Latin America0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history