IVE
$218.72
AUM$47.6B
TER0.18%
Holdings400
IVE
$218.72
iShares S&P 500 Value ETF
AUM$47.6B
TER0.18%
Holdings400

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From$15/mo
View Plans →Fund Essentials - as of Nov 28, 2025
Net Assets
$47.6B
Expense Ratio
0.18%
Dividend Yield (Current)
1.64%
Holdings
400
Inception Date
May 22, 2000
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+0.13%
3 Year+0.46%
5 Year+0.85%
10 Year+2.28%
Asset Allocation
Stocks: 99.70%
Bonds: 0.04%
Cash: 0.26%
Price Chart (6M)
View Full Chart →Top Holdings
View All →| Ticker | Name | Weight |
|---|---|---|
| AAPL | Apple Inc | 8.40% |
| MSFT | Microsoft Corp | 6.60% |
| AMZN | Amazon.Com Inc | 3.57% |
| JNJ | Johnson & Johnson | 1.87% |
| XOM | Exxonmobil Corp. | 1.86% |
Top 10 Concentration: 29.35%Report Date: Nov 28, 2025
Dividend Summary
View Details →Dividend Yield (Current)
1.64%
Frequency
Quarterly
Latest Distribution
$0.99
Dec 16, 2025
12M Distributions
4 payments
Total: $3.42
Peer Comparison
Benchmark
••••••••••
Outperforming by ••••%
Ranked #••• of •,••• funds
This ETF
+••.••%
Peer Avg
+••.••%
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1 Month
+2.10%
YTD
+13.18%
1 Year
+13.18%
3 Year
+46.08%
Magnificent 7 Exposure
Combined weight of mega-cap tech leaders
18.6%
of portfolio
AAPLApple Inc
8.40%MSFTMicrosoft Corp
6.60%AMZNAmazon.Com Inc
3.57%Top 10 Holdings (29.4% of portfolio)
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Information Technology | 8.40% |
| 2 | MSFT | Microsoft Corp | Information Technology | 6.60% |
| 3 | AMZN | Amazon.Com Inc | Consumer Discretionary | 3.57% |
| 4 | JNJ | Johnson & Johnson | Health Care | 1.87% |
| 5 | XOM | Exxonmobil Corp. | Energy | 1.86% |
| 6 | BRK.B | Berkshire Hathaway, Inc. | Industrials | 1.81% |
| 7 | JPM | Jpmorgan Chase & Co | Financials | 1.39% |
| 8 | BAC | Bank Of America Corp. | Financials | 1.37% |
| 9 | AMD | Advanced Micro Devices Inc. | Information Technology | 1.33% |
| 10 | CSCO | Cisco Systems, Inc. | Information Technology | 1.15% |