iShares Core S&P U.S. Value ETF (IUSV)
Is iShares Core S&P U.S. Value ETF (IUSV) a Strong ETF Right Now?
Launched on 07/24/2000, the iShares Core S&P U.S. Value ETF (IUSV) is a smart beta exchange traded fund offering broad exposure to the Style Box - All Cap Value category of the market.
IUSV: VLUE And FVAL May Be More Compelling
The iShares Core S&P U.S. Value ETF offers broad, diversified exposure to U.S. value equities with a low 0.04% expense ratio. IUSV's long-term returns and volatility closely match the Russell 1000 benchmark, but recent performance lags, with a 6% shortfall over the past year. Competitors VLUE and FVAL have outperformed IUSV since 2016, aided by cash-flow-based valuation and sector-specific methodologies.
Atlantic Edge Private Wealth Management LLC Has $1.11 Million Holdings in iShares Core S&P U.S. Value ETF $IUSV
Atlantic Edge Private Wealth Management LLC lifted its holdings in iShares Core S&P U.S. Value ETF (NASDAQ: IUSV) by 140.3% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,815 shares of the company's stock after acquiring an additional 6,315 shares
Stratos Wealth Partners LTD. Sells 8,546 Shares of iShares Core S&P U.S. Value ETF $IUSV
Stratos Wealth Partners LTD. decreased its position in shares of iShares Core S&P U.S. Value ETF (NASDAQ: IUSV) by 7.3% during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 108,890 shares of the company's stock after selling 8,546
Citigroup Inc. Trims Holdings in iShares Core S&P U.S. Value ETF $IUSV
Citigroup Inc. trimmed its stake in shares of iShares Core S&P U.S. Value ETF (NASDAQ: IUSV) by 25.2% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 21,954 shares of the company's stock after selling 7,387 shares during the quarter. Citigroup Inc.'s
Is iShares Core S&P U.S. Value ETF (IUSV) a Strong ETF Right Now?
Designed to provide broad exposure to the Style Box - All Cap Value category of the market, the iShares Core S&P U.S. Value ETF (IUSV) is a smart beta exchange traded fund launched on 07/24/2000.
iShares Core S&P U.S. Value ETF $IUSV is Corepath Wealth Partners LLC’s 8th Largest Position
Corepath Wealth Partners LLC reduced its stake in shares of iShares Core S&P U.S. Value ETF (NASDAQ: IUSV) by 35.6% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 57,516 shares of the company's stock after selling 31,857 shares during the
iShares Core S&P U.S. Value ETF $IUSV Shares Sold by Drake & Associates LLC
Drake and Associates LLC trimmed its holdings in shares of iShares Core S&P U.S. Value ETF (NASDAQ: IUSV) by 91.5% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 23,917 shares of the company's stock after selling 259,111 shares during the
Commonwealth Equity Services LLC Has $127.63 Million Holdings in iShares Core S&P U.S. Value ETF $IUSV
Commonwealth Equity Services LLC trimmed its stake in shares of iShares Core S&P U.S. Value ETF (NASDAQ: IUSV) by 8.1% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,276,928 shares of the company's stock after selling 113,043 shares during the period.
IUSV: Value Stocks Are Not That Appealing Anymore
I downgrade iShares Core S&P U.S. Value ETF (IUSV) to hold, reflecting a macro regime now favoring growth over value. IUSV's 25% tech allocation is a relative strength, but secular drivers and monetary policy now benefit growth ETFs more. Slowing GDP growth, a weakening labor market, and progress on inflation support faster rate cuts, enhancing growth stock prospects.
Is iShares Core S&P U.S. Value ETF (IUSV) a Strong ETF Right Now?
Designed to provide broad exposure to the Style Box - All Cap Value category of the market, the iShares Core S&P U.S. Value ETF (IUSV) is a smart beta exchange traded fund launched on 07/24/2000.
Baker Tilly Wealth Management LLC Purchases New Shares in iShares Core S&P U.S. Value ETF $IUSV
Baker Tilly Wealth Management LLC purchased a new position in iShares Core S&P U.S. Value ETF (NASDAQ: IUSV) in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 7,648 shares of the company's stock, valued at approximately $764,000. Several
Canandaigua National Bank & Trust Co. Acquires 18,233 Shares of iShares Core S&P U.S. Value ETF $IUSV
Canandaigua National Bank and Trust Co. boosted its holdings in iShares Core S&P U.S. Value ETF (NASDAQ: IUSV) by 2.2% in the undefined quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 837,230 shares of the company's stock after acquiring an additional 18,233 shares during the
Canandaigua National Trust Co of Florida Increases Holdings in iShares Core S&P U.S. Value ETF $IUSV
Canandaigua National Trust Co of Florida raised its stake in shares of iShares Core S&P U.S. Value ETF (NASDAQ: IUSV) by 8.0% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 73,643 shares of the company's stock after acquiring an additional 5,465 shares
B. Riley Wealth Advisors Inc. Takes $586,000 Position in iShares Core S&P U.S. Value ETF $IUSV
B. Riley Wealth Advisors Inc. acquired a new position in iShares Core S&P U.S. Value ETF (NASDAQ: IUSV) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 6,194 shares of the company's stock, valued at approximately $586,000. Several
iShares Core S&P U.S. Value ETF $IUSV Shares Acquired by Bank of America Corp DE
Bank of America Corp DE boosted its position in shares of iShares Core S&P U.S. Value ETF (NASDAQ: IUSV) by 3.0% in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 74,402,651 shares of the company's stock after buying an additional 2,194,422 shares
Baird Financial Group Inc. Decreases Stock Position in iShares Core S&P U.S. Value ETF $IUSV
Baird Financial Group Inc. trimmed its stake in shares of iShares Core S&P U.S. Value ETF (NASDAQ: IUSV) by 17.3% during the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 151,840 shares of the company's stock after selling 31,783 shares during the quarter.
Berry Wealth Group LP Acquires 526 Shares of iShares Core S&P U.S. Value ETF $IUSV
Berry Wealth Group LP boosted its stake in shares of iShares Core S&P U.S. Value ETF (NASDAQ: IUSV) by 14.7% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,108 shares of the company's stock after acquiring an additional
D.A. Davidson & CO. Has $726,000 Position in iShares Core S&P U.S. Value ETF $IUSV
D.A. Davidson and CO. cut its holdings in iShares Core S&P U.S. Value ETF (NASDAQ: IUSV) by 1.6% in the undefined quarter, according to its most recent 13F filing with the SEC. The firm owned 7,676 shares of the company's stock after selling 127 shares during the quarter. D.A. Davidson and CO.'s holdings
Is iShares Core S&P U.S. Value ETF (IUSV) a Strong ETF Right Now?
The iShares Core S&P U.S. Value ETF (IUSV) was launched on 07/24/2000, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - All Cap Value category of the market.