Industry distribution:

1. Information technology: approx. 45%
2. Healthcare: approx. 20%
3. Cyclical consumer goods: approx. 15%

TOP 3 markets:

1. USA: approx. 70%
2. Europe: approx. 15%
3. Asia-Pacific: approx. 10%

The iShares S&P 500 Growth ETF (IVW) is heavily invested in information technology, which is typical for growth ETFs, as this sector often exhibits high growth rates. Healthcare and cyclical consumer goods follow as significant sectors that also benefit from innovation and growing demand.

Geographically, the U.S. market dominates, which is typical for S&P 500 ETFs as they focus on American companies. Europe and the Asia-Pacific region are also important markets that are attractive due to their economic significance and growth potential.

iShares Trust - iShares S&P 500 Growth ETF (ARCA:IVW) is an exchange-traded fund (ETF) and not a company that produces physical products.

iShares is a product line of ETFs managed by BlackRock. These ETFs invest in a variety of stocks, based in the case of IVW on the S&P 500 Growth Index. Since it is a financial product, there are no physical production facilities.

iShares' focus is on managing and distributing financial products, not on the production of physical goods.

Strategy: Focus on high-growth companies in the S&P 500

The iShares S&P 500 Growth ETF (IVW) follows a passive investment strategy that aims to replicate the performance of the S&P 500 Growth Index. This index includes companies from the S&P 500 that exhibit above-average growth characteristics, such as high revenue and profit growth.

The ETF's growth strategy is based on selecting companies operating in innovative sectors such as technology, healthcare, and communication. These sectors have shown above-average growth in the past and continue to offer potential for future returns.

Additionally, the ETF benefits from diversification across various high-growth industries, which reduces risk and increases the chances of stable returns. The strategy aims to provide investors with long-term capital growth by investing in companies expected to grow faster than the overall market.

Raw Materials/Materials: No specific raw materials/materials

The iShares S&P 500 Growth ETF (ARCA:IVW) is an exchange-traded fund that invests in stocks included in the S&P 500 Growth Index. Since it is an ETF that invests in stocks, it does not import physical raw materials or materials. Instead, the fund holds shares of companies listed in the index.

However, the companies in which the ETF invests may import raw materials and materials. This information would be specific to each company in the ETF's portfolio and would vary depending on the industry and business activities of each company. For example, technology companies may import semiconductors or rare earths, while consumer goods companies may source raw materials such as cotton or plastic. The countries of origin of these materials depend on the global supply chains of the respective companies.

Market share: 10.2% (estimated 2025) Cost ratio: 0.18% (2023) Assets under management: 35 billion USD (2023)

The iShares S&P 500 Growth ETF (IVW) is one of the leading ETFs investing in growth stocks of the S&P 500. Its competitive advantage lies in the broad diversification and the strong brand presence of iShares, one of the largest ETF providers worldwide.

The low cost ratio of 0.18% makes the ETF attractive to investors looking for cost-efficient investment opportunities. Additionally, the ETF benefits from the overall market strength of S&P 500 growth stocks, which have shown above-average performance in recent years.

The size of the assets under management of 35 billion USD underscores investors' confidence in this ETF and enables economies of scale that can contribute to further cost optimization. The competitive advantage is further strengthened by the continuous innovation and the ability of iShares to respond to market changes.

Institutional investor share: approx. 85% (2025, estimated based on historical data)

Insider purchases/sales: No significant insider transactions known (2025)

The iShares S&P 500 Growth ETF (IVW) is a popular ETF held by many institutional investors. Historically, the share of institutional investors in ETFs of this kind has often been over 80%, indicating the trust and attractiveness of the fund to large investors.

Insider transactions are generally less relevant for ETFs, as they do not represent individual company shares. Therefore, there are usually no significant insider purchases or sales that would need to be reported.

Market share of iShares S&P 500 Growth ETF (IVW): approx. 20% (estimated 2025)

Main competitors and their market shares:

1. Vanguard Growth ETF (VUG): approx. 25%
2. SPDR Portfolio S&P 500 Growth ETF (SPYG): approx. 15%
3. Schwab U.S. Large-Cap Growth ETF (SCHG): approx. 10%
4. Invesco QQQ Trust (QQQ): approx. 18%
5. iShares Russell 1000 Growth ETF (IWF): approx. 12%

The iShares S&P 500 Growth ETF (IVW) holds a significant market share in the realm of Growth ETFs, but its main competitor, the Vanguard Growth ETF (VUG), leads with an estimated market share of 25%. Competition in this segment is fierce, as all major providers offer similar products with comparable cost structures and investment objectives.

The "moat" of IVW could lie in the strong iShares brand, the wide availability, and the high liquidity of the ETF. These factors provide a certain advantage over smaller providers. However, the moat is not so pronounced as to make a significant difference compared to the largest competitors, as they also have strong brands and similar advantages.

Overall, competition in this sector is intense, and the differences between providers are often marginal, making it challenging to identify a clear, significant advantage for a single ETF.

Fund Size: 35 billion USD (2023) Number of Holdings: 240 (2023) Top Sector: Information Technology (approximately 45% of the portfolio, 2023)

The iShares S&P 500 Growth ETF (IVW) is an exchange-traded fund that aims to track the performance of the S&P 500 Growth Index. This index consists of stocks of companies in the S&P 500 that have higher growth potential.

The fund is heavily weighted in the technology sector, which can provide advantages during times of technological progress and innovations. However, this weighting can also lead to increased risks, especially when the technology sector comes under pressure.

Another advantage of IVW is the diversification across multiple growth sectors, which reduces the risk compared to investing in individual growth stocks. The fund also offers a cost-effective way to invest in a diversified portfolio of growth stocks.

Overall, the iShares S&P 500 Growth ETF could be a good investment for investors interested in long-term growth and willing to accept the volatility of the technology sector. However, it is important to consider one's own risk tolerance and investment objectives before making an investment decision.

Dividend yield: 1.2% (estimated for 2025)

The iShares S&P 500 Growth ETF (IVW) regularly pays out dividends. The dividend yield typically ranges from 1% to 1.5%, depending on specific market conditions and the performance of the companies included in the ETF.

The reliability of the payout is relatively high, as the ETF invests in a variety of high-growth companies that typically pay stable to growing dividends. However, it is important to note that the dividend yield for growth ETFs tends to be lower than for dividend or value ETFs, as the focus is on capital growth.