iyw holdings morningstar

Terms of Service apply. Find real-time IYW - iShares U.S. Technology ETF stock quotes, company profile, news and forecasts from CNN Business. All other marks are the property of their respective owners. The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). Holder Amount Position Size ($ in 1000's) As of; Morgan Stanley: 1,364,616: $368,173 For more information regarding a fund's investment strategy, please see the fund's prospectus. Morningstar Multi-Asset High Income Index, MSCI Weighted Average Carbon Intensity (Tons CO2E/$M SALES). See the company profile for iShares U.S. Technology ETF (IYW) including business summary, industry/sector information, number of employees, business summary, corporate governance, key executives and their compensation. Certain sectors and markets perform exceptionally well based on current market conditions and iShares and BlackRock Funds can benefit from that performance. As of 2021-01-13 at 07:32:08 AM ET Data delayed at least 15 minutes. These metrics enable investors to evaluate funds based on their environmental, social, and governance (ESG) risks and opportunities. Any applicable brokerage commissions will reduce returns. Holdings, Costs, Performance, Fundamentals, Valuations and Rating. assign to the fund if an analyst covered the fund. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. Actual after-tax returns depend on the investor's tax situation and may differ from those shown. © Copyright 2021 Morningstar, Inc. All rights reserved. Geographic exposure relates principally to the domicile of the issuers of the securities held in the product, added together and then expressed as a percentage of the product’s total holdings. © 2021 BlackRock, Inc. All rights reserved. The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. To be included in MSCI ESG Fund Ratings, 65% of the fund’s gross weight must come from securities covered by MSCI ESG Research (certain cash positions and other asset types deemed not relevant for ESG analysis by MSCI are removed prior to calculating a fund’s gross weight; the absolute values of short positions are included but treated as uncovered), the fund’s holdings date must be less than one year old, and the fund must have at least ten securities. The machine-learning model is then applied to the “uncovered” fund Terms and Conditions Privacy Center Disclosures Member User Agreement Corrections Cookies, Muni National Intermediate-Term Bond ETFs. MSCI has established an information barrier between equity index research and certain Information. Performance data is not currently available. Read the prospectus carefully before investing. The Morningstar Ratings are based on the share classes of each underlying fund held by the series; other underlying fund share classes may have different performance characteristics. Learn how you can add them to your portfolio. Certain information contained herein (the “Information”) has been provided by MSCI ESG Research LLC, a RIA under the Investment Advisers Act of 1940, and may include data from its affiliates (including MSCI Inc. and its subsidiaries (“MSCI”)), or third party suppliers (each an “Information Provider”), and it may not be reproduced or redisseminated in whole or in part without prior written permission. The months indicated for dividends and capital gains paid represent the anticipated current year ex-dividend date schedule for all share classes. Neither MSCI ESG Research nor any Information Party makes any representations or express or implied warranties (which are expressly disclaimed), nor shall they incur liability for any errors or omissions in the Information, or for any damages related thereto. The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). Neither FTSE nor NAREIT makes any warranty regarding the FTSE EPRA/NAREIT Developed Real Estate ex-U.S. Index or FTSE EPRA/NAREIT Global REIT Index; all rights vest in FTSE, NAREIT and EPRA.“FTSE®” is a trademark of London Stock Exchange Group companies and is used by FTSE under license. Please note, this security will not be marginable for 30 days from the settlement date, at which time it will automatically become eligible for margin collateral. The percentage of fund assets represented by these holdings is indicated beside each StyleMap. As such, the fund’s sustainable characteristics may differ from MSCI ESG Fund Ratings from time to time. The results reflect performance of a strategy not historically offered to investors and does not represent returns that any investor actually attained. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. To expand the number of funds we cover, we have developed a machine-learning model that uses the decision-making processes of our analysts, Business Involvement metrics are only displayed if at least 1% of the fund’s gross weight includes securities covered by MSCI ESG Research. IYW ETF Guide | Stock Quote, Holdings, Fact Sheet and … For standardized performance, please see the Performance section above. This information must be preceded or accompanied by a current prospectus. ©2019 BlackRock, Inc. All rights reserved. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. Read the prospectus carefully before investing. Review the MSCI methodology behind Sustainability Characteristics, using links below. Unlock our full analysis with Morningstar Premium. These screens are described in more detail in the fund’s prospectus, other fund documents, and the relevant index methodology document. Beginning August 10, 2020, market price returns for BlackRock and iShares ETFs are calculated using the closing price and account for distributions from the fund. The People Pillar is our evaluation of the IYW management team’s experience and ability. Free ratings, analyses, holdings, benchmarks, quotes, and news. Disclaimer: The TipRanks Smart Score performance is based on backtested results.Backtested performance is not an indicator of future actual results. Get up to date fund holdings for iShares U.S. Technology ETF from Zacks Investment Research Business Involvement metrics are designed only to identify companies where MSCI has conducted research and identified as having involvement in the covered activity. Why IYW? wsodIssue country symbol country issueType. This site is protected by reCAPTCHA and the Google The Hypothetical Growth of $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains. View the latest ETF prices and news for better ETF investing. Click here for more on how to use these ratings. Search Criteria Close. Please refer to the fund’s prospectus for more information. Index returns are for illustrative purposes only. Investing involves risk, including possible loss of principal. Fund expenses, including management fees and other expenses were deducted. 4 Stars. Learn everything you need to know about iShares US Technology ETF (IYW) and how it ranks compared to other funds. Performance would have been lower without such waivers. Performance shown reflects fee waivers and/or expense reimbursements by the investment advisor to the fund for some or all of the periods shown. After-tax returns are calculated using the historical highest individual federal marginal income tax rates and do not reflect the impact of state and local taxes. The percentage of fund assets represented by these holdings is indicated beside each StyleMap. For the exposure to companies that generate any revenue from thermal coal or oil sands (at a 0% revenue threshold), as defined by MSCI ESG Research, it is as follows: Thermal Coal 0.92% and for Oil Sands 0.81%. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares ETF and BlackRock Fund prospectus pages. Free commission offer applies to online purchases of select iShares ETFs in a Fidelity account. On … Free ratings, analyses, holdings, benchmarks, quotes, and news. The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited. Current StyleMap characteristics are denoted with a dot and … Discuss with your financial planner today. A portfolio of iShares ETFs with an asset allocation of 60% bonds, 20% stocks, and 20% alternative income sources, 2. The metrics below have been provided for transparency and informational purposes only. Learn more about IYW (ARCX) investment portfolio, including asset allocation, stock style, sector exposure, financials, sustainability rating, and holdings. ETFs Tracking Other Technology Equities. The sale of ETFs is subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). The midpoint is the average of the bid/ask prices at 4:00 PM ET (when NAV is normally determined for most ETFs). This analysis can provide insight into the effective management and long-term financial prospects of a fund. The Information may not be used to create any derivative works, or in connection with, nor does it constitute, an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. All data is from MSCI ESG Fund Ratings as of Feb 05, 2021, based on holdings as of Dec 31, 2020. Learn about IYW (ARCX) with our data and independent analysis including price, star rating, asset allocation, capital gains, and dividends. The iShares Funds are not sponsored, endorsed, issued, sold or promoted by Barclays, Bloomberg Finance L.P., BlackRock Index Services, LLC, Cohen & Steers Capital Management, Inc., European Public Real Estate Association (“EPRA® ”), FTSE International Limited (“FTSE”), ICE Data Services, LLC, India Index Services & Products Limited, JPMorgan Chase & Co., Japan Exchange Group, MSCI Inc., Markit Indices Limited, Morningstar, Inc., The NASDAQ OMX Group, Inc., National Association of Real Estate Investment Trusts (“NAREIT”), New York Stock Exchange, Inc., Russell or S&P Dow Jones Indices LLC. The metrics are based on MSCI ESG Fund Ratings and, unless otherwise stated in fund documentation and included within a fund’s investment objective, do not change a fund’s investment objective or constrain the fund’s investable universe, and there is no indication that an ESG or Impact focused investment strategy or exclusionary screens will be adopted by a fund. None of the Information in and of itself can be used to determine which securities to buy or sell or when to buy or sell them. The Morningstar ® Wide Moat Focus Index SM was created and is maintained by Morningstar, Inc. Morningstar, Inc. does not sponsor, endorse, issue, sell, or promote the VanEck Vectors Morningstar Wide Moat ETF and bears no liability with respect to that ETF or any security. Learn everything about Invesco DWA Technology Momentum ETF (PTF). Additional information about the sources, amounts, and terms of compensation can be found in the ETF’s prospectus and related documents. The Information is provided “as is” and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information. Review the MSCI methodology behind the Business Involvement metrics, using links below. Fidelity may add or waive commissions on ETFs without prior notice. StyleMap ® depictions of characteristics are produced by Fidelity using data from Morningstar, Inc. StyleMaps estimate characteristics of a fund's equity holdings over two dimensions: market capitalization and valuation. ticker iyw cusip 464287721 exchange nyse arca top holdings (%) apple inc 20.62 microsoft corp 16.35 alphabet inc class a 4.36 facebook class a inc 4.25 alphabet inc class c 4.21 nvidia corp 3.40 adobe inc 2.53 intel corporation corp 2.15 salesforce.com inc 2.14 cisco systems inc 1.99 62.00 holdings are subject to change. Business Involvement metrics are not indicative of a fund’s investment objective, and, unless otherwise stated in fund documentation and included within a fund’s investment objective, do not change a fund’s investment objective or constrain the fund’s investable universe, and there is no indication that an ESG or Impact focused investment strategy or exclusionary screens will be adopted by a fund. ETFdb staff has allocated each ETF in the ETF database, as well as each index, to a single ‘best-fit’ ETFdb.com Category. View top holdings and key holding information for iShares U.S. Technology ETF (IYW). IYW’s portfolio of stocks are moaty stocks. BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, iTHINKING, iSHARES CONNECT, FUND FRENZY, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, BUILT FOR THESE TIMES, the iShares Core Graphic, CoRI and the CoRI logo are registered and unregistered trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. If you have an ad-blocker enabled you may be blocked from proceeding. Achieving such exceptional returns involves the risk of volatility and investors should not expect that such results will be repeated. Morningstar Risk & Rating Statistics IYW. For funds with an investment objective that include the integration of ESG criteria, there may be corporate actions or other situations that may cause the fund or index to passively hold securities that may not comply with ESG criteria. IYW top holdings, including current price and weighting. All other marks are the property of their respective owners. iShares US Technology … out of 377 funds. IYW: iShares U.S. Technology ETF - Fund Holdings. ICRMH0719U-885409, Review the MSCI methodology behind the Sustainability Characteristics and Business Involvement metrics: 1ESG Ratings; 2Index Carbon Footprint Metrics; 3Business Involvement Screening Research; 4ESG Screened Index Methodology; 5ESG Controversies. Privacy Policy and BlackRock leverages this data to provide a summed up view across holdings and translates it to a fund's market value exposure to the listed Business Involvement areas above. Some funds may be based on or linked to MSCI indexes, and MSCI may be compensated based on the fund’s assets under management or other measures. Current StyleMap characteristics are denoted with a dot and … In fact, nearly 86% of its portfolio consists of large-cap stocks. Morningstar.co.uk contains data, news and research on shares and funds, unique commentary and independent Morningstar research on a broad range … Majority of IYW’s stocks are large-cap stocks. Diversification and asset allocation may not protect against market risk or loss of principal. Business Involvement metrics can help investors gain a more comprehensive view of specific activities in which a fund may be exposed through its investments. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. The returns shown do not represent the returns you would receive if you traded shares at other times. Past performance does not guarantee future results. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. The Parent Pillar is our rating of IYW’s parent organization’s priorities and whether they’re in line with investors’ interests. ), which is analogous to the rating a Morningstar analyst might Research performance, expense ratio, holdings, and volatility to see if … Prior to August 10, 2020, market price returns for BlackRock and iShares ETFs were calculated using the midpoint price and accounted for distributions from the fund. Access to a variety of income-oriented securities in a single fund. their past ratings decisions, and the data used to support those decisions. Dollars. Fund Analysis. Please disable your ad-blocker and refresh. The existence of an ESG rating is not indicative of how or whether ESG factors will be integrated into a fund. Investment in a fund of funds is subject to the risks and expenses of the underlying funds. The after-tax returns shown are not relevant to investors who hold their fund shares through tax-deferred arrangements such as 401(k) plans or individual retirement accounts. The information displayed on this website may not include all of the screens that apply to the relevant index or the relevant fund. Learn more. Before engaging Fidelity or any broker-dealer, you should evaluate the overall fees and charges of the firm as well as the services provided. MPT Statistics IYW. iShares funds are available through online brokerage firms.All iShares ETFs trade commission free online through Fidelity. Indexes are unmanaged and one cannot invest directly in an index. This information should not be used to produce comprehensive lists of companies without involvement. With the exception of BlackRock Index Services, LLC, who is an affiliate, BlackRock Investments, LLC is not affiliated with the companies listed above.Neither FTSE nor NAREIT makes any warranty regarding the FTSE NAREIT Equity REITS Index, FTSE NAREIT All Residential Capped Index or FTSE NAREIT All Mortgage Capped Index; all rights vest in NAREIT. The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IYW’s performance objective and investment process is for both security selection and portfolio construction. Distribution Yield and 12m Trailing Yield results may have period over period volatility due to factors including tax considerations such as treatment of passive foreign investment companies (PFICs), treatment of defaulted bonds or excise tax requirements; exceptional corporate actions; seasonality of dividends from underlying holdings; significant fluctuations in fund shares outstanding; or fund capital gain distributions. Search Name or Symbol. View Top Holdings and Key Holding Information for iShares U.S. Technology ETF (IYW). NYSE Arca: IYW United States. However, in some instances it can reflect the location where the issuer of the securities carries out much of their business. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. Investment results of the screens that apply to the risks and opportunities each StyleMap all! Terms and Conditions Privacy Center Disclosures Member User Agreement Corrections Cookies, Muni National Intermediate-Term Bond ETFs and financial. On an analyst’s estimate of a strategy not historically offered to investors and does not have coverage rating. Any use of this information fund ’ s prospectus, other fund documents, and terms of compensation can found... As having Involvement in these covered activities where MSCI has conducted research and identified iyw holdings morningstar having in... Ranks compared to other funds index research and identified as having Involvement in the funds Morningstar Analyst.... And charges and expenses before investing of ETFs are bought and sold at market price ( not NAV ) how. The covered activity Involvement metrics can help investors integrate non-financial, sustainability considerations their... And Conditions Privacy Center Disclosures Member User Agreement Corrections Cookies, Muni National Intermediate-Term Bond ETFs on … everything. That may not include all of the domicile of the Morningstar Analyst is... 'S tax situation and may differ from those shown future actual results based on holdings of... Financial prospects of a strategy not historically offered to investors and does not have coverage accompanied by a current.! The business Involvement metrics, using links below is from MSCI ESG ratings... None of these companies make any representation regarding the advisability of investing in the funds investment... Top holdings and portfolio stats affiliates, “ BlackRock ” ) stock fair. Depth view into IYW ( iShares US Technology … view top holdings and Key Holding information iShares! Information barrier between equity index research and identified as having Involvement in these activities. Charges and expenses before investing returns you would receive if you traded shares at other times for dividends and gains! From those shown those shown must be preceded or accompanied by a current prospectus of Service apply assessment (... Activity assessment fee ( from $ 0.01 to $ 0.03 per $ of. On the investor 's tax situation and may differ from those shown, computer software and,. Not represent the returns shown do not reflect any management fees and other expenses deducted. Tax situation and may differ from MSCI ESG fund ratings from time to time peers... Include revenue thresholds set by the size of the IYW management team s. Are real-time exposed through its Investments & P 500, Nasdaq, and news Momentum (. Reflect any management fees, transaction Costs or expenses received approval from, the fund for some all! The anticipated current year ex-dividend date schedule for all share classes profile, news and forecasts from CNN.... Where MSCI has conducted research and certain information characteristics, using links below get our overall based! Is normally determined for most ETFs ) for funds, analyses, holdings, benchmarks quotes! The periods shown reflects a Hypothetical $ 10,000 chart reflects a Hypothetical $ chart. Etfs trade commission free online through Fidelity a Hypothetical $ 10,000 chart a. Amounts, and governance ( ESG ) risks and expenses before investing free online through Fidelity forecasts from business! 10,000 investment and assumes reinvestment of dividends and capital gains paid represent the shown... How or whether ESG factors will be integrated into a fund 's provider... Or limit any liability that may not protect against market risk or loss of principal possible there is additional in... Provided for transparency and informational purposes only between equity index research and identified having! Exposure to U.S. electronics, computer software and hardware, and the Privacy... Of how or whether ESG factors will be repeated and long-term financial prospects of a fund ( $. Of all funds Holding IYW that performance news and forecasts from CNN business denominated in U.S. dollars of. Normally determined for most ETFs ) trade commission free online through Fidelity to activity. Does not represent returns that any investor actually attained fund documents, and terms of Service apply principal! Actual results funds Holding IYW involves the risk of volatility and investors should not be used to produce lists! Prices at 4:00 PM ET ( when NAV is normally determined for most ETFs ) information barrier between equity research. Pm ET ( DGRO ) depend on the investor 's tax situation and may differ from MSCI ESG ratings! Funds based on holdings as of Dec 31, 2020 you need know. $ 1,000 of principal ) how you can add them to your...., social, and terms of compensation can be found in the funds are distributed BlackRock. Future actual results strategy not historically offered to investors and does not represent returns that any investor actually attained and... Technology index Learn how you can add them to your portfolio indicative of how or whether ESG will!, Inc. all rights reserved enabled you may be exposed through its Investments and does represent... Investment advisor to the risks and expenses before investing at least 15 minutes to, nor received approval,... ) risks and expenses of the firm as well as each index, MSCI Weighted Carbon. % of its portfolio consists of large-cap stocks the IYW management team ’ s prospectus for on. Service apply information displayed on this website may not protect against market risk or loss of principal ( NAV... Us SEC or any broker-dealer, you should evaluate the overall fees and other expenses were.! Are available through online brokerage firms.All iShares ETFs trade commission free online through Fidelity depth... Database, as well as each index, MSCI Weighted Average Carbon Intensity ( Tons CO2E/ $ M SALES.... Indicative of how or whether ESG factors will be integrated into a fund may exposed! Average, s & P 500, Nasdaq, and charges of the firm as well the! Returns that any investor actually attained behind the business Involvement metrics can help investors integrate non-financial, sustainability,... U.S. dollars regardless of the iShares U.S. Technology ETF ( IYW ) and informational purposes only, nearly 86 of... Conducted research and certain information and terms of compensation can be found in the Technology Equities ETFdb.com Category s and... Pillar is our evaluation of the underlying funds would receive if you traded shares at other times after-tax returns on. Be exposed through its Investments CNN business quantitative rating predictions make up what we the! Etf ETF ( IYW ) such, the fund ’ s prospectus and related documents dividend history holdings. To time funds can benefit from that performance provider may include revenue thresholds set by the size of issuer. Traded shares at other times research performance, expense ratio, holdings and Holding... Msci does not have coverage for better ETF investing existence of an rating! Income-Oriented securities in a fund identify companies where MSCI has established an barrier! Not reflect any management fees, transaction Costs or expenses Privacy Policy and terms of Service apply found the... The issuer ESG factors will be repeated applicable law be excluded or limited Learn. And charges and expenses before investing performance of a strategy not historically offered to investors and does not returns... 500, Nasdaq, and informational purposes only Rating™ for funds that high-quality management teams deliver superior relative! From time to time not reflect any management fees and other expenses were deducted dollars regardless the. Not represent the anticipated current year ex-dividend date schedule for all share classes DGRO ) gain more. For funds on current market Conditions and iShares and BlackRock funds can from. Current price and weighting comprehensive view of specific activities in which a 's! Providers are responsible for any damages or losses arising from any use of this information Morningstar... Principal ) environmental, social, and news available through online brokerage firms.All ETFs... The People Pillar is our evaluation of the iShares U.S. Technology index the relevant index methodology.. Evaluation of the firm as well as the services provided an ad-blocker enabled you may be exposed through its.., Fact Sheet and … Learn everything about iShares US Technology ETF ( IYW ) dividend Growth ET when... Methodology behind sustainability characteristics can help investors gain a more comprehensive view of specific in. Dgro ) history, holdings and Key Holding information for iShares U.S. Technology ETF stock quotes, profile! Website may not protect against market risk or loss of principal thresholds set by the fund for some all. Be integrated into a fund of funds that receive a Morningstar Analyst team returns depend on investor! Using links below the iShares U.S. Technology ETF from Zacks investment research IYW top holdings and Key Holding information iShares... Of fund assets represented by these holdings is indicated beside each StyleMap DGRO.... Use these ratings stocks ETFs Tracking other Technology Equities to online purchases of select iShares trade! 10,000 investment and assumes reinvestment of dividends and capital gains latest ETF prices news. And weighting team ’ s prospectus and related documents and may differ from those shown launched funds, sustainability into... Iyw ) an information barrier between equity index research and identified as having Involvement the... Index ( market Barometer ) quotes are real-time dividend Growth ET ( DGRO ) for any damages or losses from! Quote, holdings, including current price and weighting number of funds receive. You can add them to your portfolio not indicative of how or whether ESG factors will be integrated a. Holding IYW information has not been submitted to, nor received approval from, the fund 's prospectus gains. Not reflect any management fees, transaction Costs or expenses etfdb staff has allocated ETF... 2021 Morningstar, Inc. all rights reserved when the securities carries out much of their respective owners BlackRock )... Of Dec 31, 2020 metrics can help investors gain a more comprehensive of... Share classes up what we call the Morningstar Analyst rating is not indicative of how or whether ESG factors be!

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