iShares Morningstar Value ETF·Financial Services

The iShares Morningstar Value ETF offers a nuanced, tech-inclusive value approach, balancing large- and mid-cap exposure with a 0.04% expense ratio. ILCV's market-cap weighting results in significant tech exposure, differentiating it from traditional value ETFs like VTV and IWD. While ILCV underperformed peers in the past decade, it modestly outperformed recently due to its tech tilt amid favorable market conditions.

Commonwealth Equity Services LLC lessened its stake in iShares Morningstar Value ETF (NYSEARCA:ILCV) by 17.7% during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 115,899 shares of the company's stock after selling 24,846 shares during the quarter. Commonwealth Equity Services
The iShares Morningstar Value ETF seeks to track the investment results of an index composed of large- and mid-capitalization U.S. equities that exhibit value characteristics.
Financial Services
Asset Management
2004-07-13
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