XBAL — iShares Core Balanced ETF Portfolio

iShares • Asset Allocation

Last updated: Dec. 12, 2025

Summary

MER
0.200%
AUM
$2580005854
Yield
1.770%
Inception
June 21, 2007

Returns

Show:
1M
0.57%
3M
5.76%
6M
11.45%
YTD
13.91%
1Y
12.89%
3Y
44.63%
13.09%
5Y
49.87%
8.43%
10Y
110.09%
7.71%
Since Inception
197.10%
6.08%

Top Holdings (latest)

Name Ticker Weight % Country Sector
NVIDIA CORP NVDA 1.927% United States Information Technology
APPLE INC AAPL 1.713% United States Information Technology
MICROSOFT CORP MSFT 1.582% United States Information Technology
ROYAL BANK OF CANADA RY 1.016% Canada Financials
AMAZON COM INC AMZN 0.974% United States Consumer Discretionary
SHOPIFY SUBORDINATE VOTING INC CLA SHOP 0.882% Canada Information Technology
TORONTO DOMINION TD 0.688% Canada Financials
ALPHABET INC CLASS A GOOGL 0.685% United States Communication
BROADCOM INC AVGO 0.676% United States Information Technology
META PLATFORMS INC CLASS A META 0.559% United States Communication