iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) — ETF Analysis on Winston

Key Facts

• Issuer: IShares
• Category: Equity
• Asset Class: Equity
• Price: $37.00
• Expense Ratio: 53.00%
• Assets Under Management: $167M
• Number of Holdings: 8
• Inception Date: 2023-06-28
• Currency: USD

Winston Score

iShares Large Cap Moderate Quarterly Laddered ETF has a Winston Score of 55 out of 100.

Performance

• 1-Year Return: 18.53%
• 3-Year Return: 42.54%
• 5-Year Return: 42.54%

Top Holdings

ISHARES CORE S&P ETF TRUST (N/A%)

Sector Breakdown

Basic Materials (N/A%), Cash & Others (N/A%), Communication Services (N/A%), Consumer Cyclical (N/A%), Consumer Defensive (N/A%)