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IVWiShares S&P 500 Growth ETF

Grow my money26y track recordRanked #69 of 2,999 in this goal

Tracks the investment results of the S&P 500 Growth Index.

By iShares · Launched 2000

Annual Cost

0.18%

#763 of 5,861 · low cost

Fund Size

$75.0B

#43 of 5,861 · large

Return (1Y)Goal

+19.1%

Track Record

26 years

#76 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,643+16.4%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Index tracking

Factor

Growth

Index tracked

S&P 500 Growth Index

What it actually holds

By weight

Concentration

Top 10 holdings = 59.6% of fundmoderately concentrated

NVIDIA Corp.
14.6%
Microsoft Corp.
9.5%
Apple Inc.
6.4%
Alphabet Inc.
5.8%
Broadcom Inc
5.1%
Alphabet Inc.
4.6%
Meta Platforms Inc
4.3%
Amazon.com, Inc.
3.7%
Berkshire Hathaway Inc.
3.0%
Eli Lilly & Co.
2.5%

Asset allocation

Stocks
99.9%
Cash
0.1%

By sector

Technology
52.3%
Communication
15.6%
Financial Services
8.7%
Consumer Cyclical
8.6%
Industrials
6.4%
Healthcare
6.2%
Consumer Defensive
1.0%
Real Estate
0.6%
Other
0.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
18.0%Moderate

Year-on-year price swings

Max drawdown
-32.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)
1.01Strong risk-adjusted returns
Sortino (3Y)
1.48Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the investment results of the S&P 500 Growth Index.
Strategy
Invests primarily in large-capitalization U.S. equities exhibiting growth characteristics, focusing on the technology sector. Uses a representative sampling indexing strategy to achieve investment results that correspond to the S&P 500 Growth Index.
Inception date
May 22, 2000
Fund family
iShares

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Data updated on 2026-08-04