Key stats
About iShares S&P 500 Growth ETF
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Inception date
May 22, 2000
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
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
Stocks100.16%
Technology Services29.31%
Electronic Technology26.70%
Retail Trade9.21%
Finance8.92%
Health Technology5.94%
Commercial Services4.77%
Consumer Durables3.71%
Producer Manufacturing3.30%
Consumer Services2.66%
Utilities1.42%
Transportation1.06%
Consumer Non-Durables0.97%
Industrial Services0.63%
Process Industries0.33%
Distribution Services0.26%
Communications0.26%
Energy Minerals0.16%
Health Services0.15%
Non-Energy Minerals0.14%
Miscellaneous0.10%
Bonds, Cash & Other−0.16%
Cash−0.16%
Stock breakdown by region
North America98.75%
Europe1.25%
Latin America0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history