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
$35.71 -0.31% (-0.11)

Managing Company IShares
Asset Under Management $166.33M
Inception Date Jun 28, 2023
Expense Ratio 0.53%
52w High $35.95
52w Low $29.06
Volume 14,961
Avg Volume 32,642
Asset Class Equity

About iShares Large Cap Moderate Quarterly Laddered ETF

The iShares Large Cap Moderate Quarterly Laddered ETF seeks to track the share price return of the iShares Core S&P 500 ETF up to an approximate upside limit, while seeking to provide downside protection.

SECTOR HOLDINGS

Technology Technology
33.56%
Financial Services Financial Services
12.35%
Communication Services Communication Services
10.48%
Consumer Cyclical Consumer Cyclical
10.00%
Healthcare Healthcare
9.47%
Industrials Industrials
8.47%
Consumer Defensive Consumer Defensive
5.25%
Energy Energy
4.02%
Utilities Utilities
2.54%
Real Estate Real Estate
1.95%
Basic Materials Basic Materials
1.90%
Cash & Others Cash & Others
0.01%

ASSET ALLOCATION BY REGION

United States flag United States
96.65%
Other
3.35%

Holdings (Top 20)

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