— Know what they know.
Not Investment Advice

IVW

iShares S&P 500 Growth ETF
1W: -1.4% 1M: -4.4% 3M: -6.8% YTD: -6.6% 1Y: +19.0% 3Y: +90.8% 5Y: +87.7%
$115.20
+0.63 (+0.55%)
After Hours: $114.61 (-0.59, -0.51%)
ETF AMEX · AUM $62.1B
ETF-Level Metrics
AUM$62.1B
Holdings138
Top 10 Wt60.1%
Beta1.12
% Profitable94%
Coverage100%
Portfolio Valuation
P/E34.4
P/B11.9
P/S10.0
EV/EBITDA24.3
P/FCF44.9
PEG0.93
Profitability & Returns
Gross Margin56.5%
Net Margin29.1%
ROE38.5%
ROA16.0%
ROIC34.9%
Div Yield0.59%
Leverage & Liquidity
Debt/Equity0.41
Debt/Assets0.17
Net Debt/EBITDA-0.1x
Interest Cov20.5x
Current Ratio1.84
Quick Ratio1.74
Growth (YoY)
Revenue+26.2%
Net Income+45.6%
EPS+46.5%
FCF+42.8%
EBITDA+36.4%
Rev CAGR 3Y+22.5%
Quality Scores
Piotroski F7.2
Altman Z18.50
IS Quality82.9
IS Overall72.4
IS Value42.2
Median P/E31.3

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 36 48.8% 46.5
Communication Services 11 17.1% 38.9
Financial Services 19 9.5% 22.1
Consumer Cyclical 24 9.1% 41.7
Healthcare 17 6.7% 36.5
Industrials 18 5.1% 53.8
Utilities 4 1.3% 45.0
Consumer Defensive 3 1.1% 28.3
Real Estate 3 0.6% 104.2
Basic Materials 2 0.4% 17.8
Other 4 0.2%
Energy 1 0.1% 13.6

Smart Money Overlap

24 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
AVGO Broadcom Inc. 5.01% 4 Bullish 1 10 -0.9%
META Meta Platforms, Inc. 4.51% 4 Bullish 42 14 +0.2%
JPM JPMorgan Chase & Co. 1.79% 4 Bullish 14 9 -3.5%
NFLX Netflix, Inc. 1.35% 4 Bullish 71 13 -5.0%
JNJ Johnson & Johnson 1.13% 4 Bullish 12 2 -0.9%
CAT Caterpillar Inc. 1.09% 4 Bullish 10 6 -4.4%
V Visa Inc. 0.93% 4 Bullish 7 12 -3.7%
RTX RTX Corporation 0.92% 4 Bullish 18 3 -0.4%
MA Mastercard Incorporated 0.90% 4 Bullish 13 3 -2.8%
GEV GE Vernova Inc. 0.78% 4 Bullish 8 7 +5.7%
UBER Uber Technologies, Inc. 0.54% 4 Bullish 7 3 -3.8%
CSCO Cisco Systems, Inc. 0.54% 4 Bullish 5 6 +3.7%
WELL Welltower Inc. 0.48% 4 Bullish 6 1 -5.0%
IBM International Business Machines Corporation 0.41% 4 Bullish 10 8 -0.2%
MCD McDonald's Corporation 0.33% 4 Bullish 11 1 -4.3%
NOW ServiceNow, Inc. 0.24% 4 Bullish 2 12 -4.6%
HLT Hilton Worldwide Holdings Inc. 0.23% 4 Bullish 7 2 -3.2%
CME CME Group Inc. 0.21% 4 Bullish 11 1 -5.6%
SPGI S&P Global Inc. 0.20% 4 Bullish 3 1 +4.8%
BK The Bank of New York Mellon Corporation 0.17% 4 Bullish 11 2 -0.7%
Showing 50 of 142 holdings · Page 1 of 3
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 NVIDIA CORP NVDA 14.74% $9.3B 51,523,088 36.2 $4.3T Technology
2 MICROSOFT CORP MSFT 9.79% $6.2B 15,758,807 23.1 $2.8T Technology
3 APPLE INC AAPL 6.21% $3.9B 15,665,091 31.6 $3.7T Technology
4 ALPHABET INC CLASS A GOOGL 6.02% $3.8B 12,335,855 26.6 $3.5T Communication Services
5 BROADCOM INC AVGO 5.01% $3.2B 10,012,787 60.5 $1.5T Technology
6 ALPHABET INC CLASS C GOOG 4.79% $3.0B 9,859,401 26.6 $3.5T Communication Services
7 META PLATFORMS INC CLASS A META 4.51% $2.8B 4,617,758 24.8 $1.5T Communication Services
8 AMAZON COM INC AMZN 3.64% $2.3B 10,931,991 29.2 $2.3T Consumer Cyclical
9 BERKSHIRE HATHAWAY INC CLASS B BRK-B 2.99% $1.9B 3,888,053 15.3 $1.0T Financial Services
10 ELI LILLY LLY 2.45% $1.5B 1,683,771 39.9 $865.9B Healthcare
11 TESLA INC TSLA 2.30% $1.5B 3,693,899 328.7 $1.4T Consumer Cyclical
12 JPMORGAN CHASE & CO JPM 1.79% $1.1B 3,924,950 14.4 $796.8B Financial Services
13 MICRON TECHNOLOGY INC MU 1.74% $1.1B 2,379,960 17.8 $430.9B Technology
14 NETFLIX INC NFLX 1.35% $850.8M 8,984,363 35.5 $391.0B Communication Services
15 PALANTIR TECHNOLOGIES INC CLASS A PLTR 1.17% $739.9M 4,843,452 227.6 $355.1B Technology
16 JOHNSON & JOHNSON JNJ 1.13% $715.2M 3,013,961 21.7 $578.2B Healthcare
17 CATERPILLAR INC CAT 1.09% $687.9M 991,706 37.8 $336.5B Industrials
18 ADVANCED MICRO DEVICES INC AMD 1.09% $688.5M 3,451,922 82.8 $359.1B Technology
19 LAM RESEARCH CORP LRCX 0.95% $598.6M 2,663,887 47.3 $291.5B Technology
20 APPLIED MATERIAL INC AMAT 0.94% $590.6M 1,690,081 37.4 $293.1B Technology
21 VISA INC CLASS A V 0.93% $588.5M 1,968,049 28.1 $587.9B Financial Services
22 RTX CORP RTX 0.92% $581.0M 2,840,254 39.0 $261.7B Industrials
23 MASTERCARD INC CLASS A MA 0.90% $569.0M 1,164,827 30.1 $448.7B Financial Services
24 GE VERNOVA INC GEV 0.78% $493.2M 574,539 51.4 $250.6B Utilities
25 KLA CORP KLAC 0.66% $413.3M 278,802 44.5 $202.8B Technology
26 ABBVIE INC ABBV 0.57% $359.5M 1,725,352 87.3 $366.3B Healthcare
27 INTUITIVE SURGICAL INC ISRG 0.57% $359.1M 751,633 58.4 $166.9B Healthcare
28 GE AEROSPACE GE 0.56% $350.3M 1,164,044 36.4 $312.8B Industrials
29 UBER TECHNOLOGIES INC UBER 0.54% $337.7M 4,405,608 15.1 $151.8B Technology
30 CISCO SYSTEMS INC CSCO 0.54% $343.6M 4,428,410 29.2 $323.3B Technology
31 GOLDMAN SACHS GROUP INC GS 0.53% $332.7M 413,101 15.3 $252.5B Financial Services
32 AMPHENOL CORP CLASS A APH 0.53% $331.8M 2,596,209 36.9 $158.2B Technology
33 PHILIP MORRIS INTERNATIONAL INC PM 0.49% $307.1M 1,848,297 22.7 $257.6B Consumer Defensive
34 WELLTOWER INC WELL 0.48% $304.4M 1,455,214 144.8 $137.3B Real Estate
35 BOOKING HOLDINGS INC BKNG 0.47% $299.6M 68,383 25.4 $136.6B Consumer Cyclical
36 ARISTA NETWORKS INC ANET 0.47% $298.0M 2,189,910 48.4 $170.0B Technology
37 ORACLE CORP ORCL 0.45% $283.5M 1,854,455 25.7 $419.8B Technology
38 AMGEN INC AMGN 0.43% $272.9M 776,380 24.7 $190.8B Healthcare
39 COCA-COLA KO 0.42% $261.9M 3,447,509 24.7 $323.6B Consumer Defensive
40 INTERNATIONAL BUSINESS MACHINES CO IBM 0.41% $259.3M 1,030,543 21.3 $226.4B Technology
41 APPLOVIN CORP CLASS A APP 0.40% $254.0M 573,933 44.3 $147.6B Technology
42 MORGAN STANLEY MS 0.39% $248.2M 1,561,822 15.4 $263.1B Financial Services
43 NEWMONT NEM 0.39% $246.5M 2,313,634 15.8 $110.8B Basic Materials
44 SANDISK CORP SNDK 0.37% $236.0M 313,138 -95.7 $100.1B Technology
45 CROWDSTRIKE HOLDINGS INC CLASS A CRWD 0.37% $231.7M 531,743 -532.0 $97.9B Technology
46 AMERICAN EXPRESS AXP 0.36% $228.1M 774,678 19.0 $206.8B Financial Services
47 MCDONALDS CORP MCD 0.33% $210.0M 665,014 26.0 $222.4B Consumer Cyclical
48 HOWMET AEROSPACE INC HWM 0.33% $206.4M 853,252 64.4 $97.3B Industrials
49 GILEAD SCIENCES INC GILD 0.32% $200.9M 1,421,823 20.2 $171.6B Healthcare
50 TJX INC TJX 0.31% $198.6M 1,299,008 32.7 $177.8B Consumer Cyclical

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms