IVVM - iShares Large Cap Moderat... Analysis | Stock Taper
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IVVM

iShares Large Cap Moderate Quarterly Laddered ETF
iShares Large Cap Moderate Quarterly Laddered ETF IShares
$37.20 -0.18% (-0.07)

Managing Company IShares
Asset Under Management $168.51M
Inception Date Jun 28, 2023
Expense Ratio 0.53%
52w High $37.63
52w Low $32.57
Volume 26,303
Avg Volume 19,716
Asset Class Equity

About iShares Large Cap Moderate Quarterly Laddered ETF

This iShares ETF is designed to track the stock price returns of the iShares Core S&P 500 ETF. While it sets an approximate ceiling on how much it can gain, it simultaneously aims to shield investors from significant losses.

SECTOR HOLDINGS

Technology Technology
39.05%
Financial Services Financial Services
11.07%
Communication Services Communication Services
10.64%
Consumer Cyclical Consumer Cyclical
9.89%
Healthcare Healthcare
8.30%
Industrials Industrials
7.82%
Consumer Defensive Consumer Defensive
4.50%
Energy Energy
3.13%
Utilities Utilities
2.11%
Real Estate Real Estate
1.81%
Basic Materials Basic Materials
1.67%
Cash & Others Cash & Others
0.01%

ASSET ALLOCATION BY REGION

United States flag United States
99.51%
Other
0.49%

Holdings (Top 20)

This ETF does not hold any stocks listed on the NYSE or NASDAQ exchanges.