IShares Core is selling for under 94.57 as of the 17th of December 2024; that is 1.17 percent decrease since the beginning of the trading day. The etf's lowest day price was 94.57. IShares Core has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat insignificant performance during the last 90 days. The performance scores are derived for the period starting the 17th of November 2024 and ending today, the 17th of December 2024. Click here to learn more.
The fund generally will invest at least 80 percent of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its index and may invest up to 20 percent of its assets in certain futures, options and swap contracts, cash and cash equivalents. More on iShares Core SP
Diane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason
Transfer Agent
The Bank of New York Mellon Corporation
Fiscal Year End
31-Mar
Exchange
NASDAQ
Number of Constituents
732
Market Maker
Jane Street
Total Expense
0.04
Management Fee
0.04
Country Name
USA
Returns Y T D
15.87
Name
iShares Core SP U.S. Value ETF
Currency Code
USD
Open Figi
BBG000C183Y1
In Threey Volatility
16.84
1y Volatility
11.02
200 Day M A
91.7091
50 Day M A
96.868
Code
IUSV
Updated At
16th of December 2024
Currency Name
US Dollar
iShares Core SP [IUSV] is traded in USA and was established 2000-07-24. The fund is listed under Large Value category and is part of iShares family. The entity is thematically classified as Size And Style ETFs. iShares Core SP currently have 10.71 B in assets under management (AUM). , while the total return for the last 3 years was 11.2%.
Check IShares Core Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares Core SP Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares Core. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
When determining whether iShares Core SP is a strong investment it is important to analyze IShares Core's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact IShares Core's future performance. For an informed investment choice regarding IShares Etf, refer to the following important reports:
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Core SP. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in state.
You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.
The market value of iShares Core SP is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares Core's value that differs from its market value or its book value, called intrinsic value, which is IShares Core's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares Core's market value can be influenced by many factors that don't directly affect IShares Core's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares Core's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Core is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Core's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.