ILCV
$96.93
AUM$1.2B
TER0.04%
Holdings407
ILCV
$96.93
iShares Morningstar Value ETF
AUM$1.2B
TER0.04%
Holdings407

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From$15/mo
View Plans →Fund Essentials - as of Oct 31, 2025
Net Assets
$1.2B
Expense Ratio
0.04%
Dividend Yield (Current)
1.71%
Holdings
407
Inception Date
Jun 28, 2004
Fund Family
iShares by BlackRock (US)
Investment Style
••••••••••
Asset Class
••••••••••
Legal Structure
••••••••••
Dividend Frequency
Quarterly
SEC 30-Day Yield
••••••••••
Performance
YTD+0.02%
1 Year+0.18%
3 Year+0.54%
5 Year+0.89%
10 Year+2.19%
Asset Allocation
Stocks: 99.83%
Cash: 0.17%
Price Chart (6M)
View Full Chart →Top Holdings
View All →| Ticker | Name | Weight |
|---|---|---|
| AAPL | Apple Inc | 7.24% |
| GOOGL | Alphabet inc., Class A | 5.88% |
| AMZN | Amazon.Com Inc | 4.28% |
| GOOG | Alphabet Inc Class C | 3.73% |
| BRK.B | Berkshire Hathaway, Inc. | 3.16% |
Top 10 Concentration: 33.49%Report Date: Oct 31, 2025
Dividend Summary
View Details →Dividend Yield (Current)
1.71%
Frequency
Quarterly
Latest Distribution
$0.48
Dec 16, 2025
12M Distributions
4 payments
Total: $1.67
Peer Comparison
Benchmark
••••••••••
Outperforming by ••••%
Ranked #••• of •,••• funds
This ETF
+••.••%
Peer Avg
+••.••%
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1 Month
+1.80%
YTD
+17.60%
1 Year
+17.60%
3 Year
+54.26%
Magnificent 7 Exposure
Combined weight of mega-cap tech leaders
21.1%
of portfolio
AAPLApple Inc
7.24%GOOGLAlphabet inc., Class A
5.88%AMZNAmazon.Com Inc
4.28%GOOGAlphabet Inc Class C
3.73%Top 10 Holdings (33.5% of portfolio)
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Information Technology | 7.24% |
| 2 | GOOGL | Alphabet inc., Class A | Communication Services | 5.88% |
| 3 | AMZN | Amazon.Com Inc | Consumer Discretionary | 4.28% |
| 4 | GOOG | Alphabet Inc Class C | Communication Services | 3.73% |
| 5 | BRK.B | Berkshire Hathaway, Inc. | Industrials | 3.16% |
| 6 | JPM | Jpmorgan Chase & Co | Financials | 3.07% |
| 7 | XOM | Exxonmobil Corp. | Energy | 1.75% |
| 8 | JNJ | Johnson & Johnson | Health Care | 1.64% |
| 9 | ABBV | Abbvie Inc. | Health Care | 1.38% |
| 10 | HD | Home Depot Inc/The | Consumer Discretionary | 1.36% |