iShares Core S&P US Value ETF

IUSV

Market cap $22.1B

Overview Fund Activity

98.65 USD

+0.29

0.29%

At close Updated Sep 17, 3:59 PM EDT

1 day

0.29%

5 days

0.48%

1 month

1.13%

3 months

7.27%

6 months

6.6%

Year to date

7.01%

1 year

4.08%

5 years

77.05%

10 years

133.99%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

21% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 47

1.25% more ownership

Funds ownership: 79.87% [Q1] → 81.12% (+1.25%) [Q2]

7% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 239

5% more capital invested

Capital invested by funds: $16.1B [Q1] → $16.9B (+$803M) [Q2]

0% less funds holding

Funds holding: 721 [Q1] → 718 (-3) [Q2]

4% less funds holding in top 10

Funds holding in top 10: 51 [Q1] → 49 (-2) [Q2]

See Fund Rankings

Financial journalist opinion

Zacks Investment Research

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.

Is iShares Core S&P U.S. Value ETF (IUSV) a Strong ETF Right Now?

IUSV: The Case For Large-Cap/Mid-Cap Value

IUSV is a good option due to its defensive nature, offering better protection against short-term macro risks. The ETF provides broad diversification across large- and mid-cap value stocks, with a more attractive valuation than broad-market ETFs. Given slowing economic growth, rising unemployment, and persistent inflation, a defensive value approach is prudent, despite current bullish market sentiment.

IUSV: The Case For Large-Cap/Mid-Cap Value

Zacks Investment Research

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.

Is iShares Core S&P U.S. Value ETF (IUSV) a Strong ETF Right Now?

IUSV: U.S. Value Stocks Are Likely Undervalued

iShares Core S&P US Value ETF (IUSV) offers exposure to U.S. value stocks with a low expense ratio of 0.04% and $19.38 billion in assets. IUSV's portfolio includes 697 holdings, with top stocks like Apple, Microsoft, and Amazon, indicating a tech-heavy but diversified approach. Valuation metrics suggest IUSV is undervalued, with a forward P/E of 17.27x and an implied IRR of up to circa 12% (subject to U.S. trade policy and macroeconomic uncertainty).

IUSV: U.S. Value Stocks Are Likely Undervalued

Zacks Investment Research

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.

Is iShares Core S&P U.S. Value ETF (IUSV) a Strong ETF Right Now?

Zacks Investment Research

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.

Is iShares Core S&P U.S. Value ETF (IUSV) a Strong ETF Right Now?

IUSV: A Cost-Effective Value ETF With Strong Downside Protection And Growth Potential

IUSV's portfolio of 700 U.S. large-cap and mid-cap value stocks, with a low expense ratio of 0.04%, offers cost-efficient value investing. The fund's 68% tilt towards large-cap stocks provides better downside protection compared to peers, especially during economic and market turmoil. IUSV's 23% exposure to the technology sector, including top holdings like Apple, Microsoft, and Amazon, enhances its growth profile.

IUSV: A Cost-Effective Value ETF With Strong Downside Protection And Growth Potential

Zacks Investment Research

Is iShares Core S&P U.S. Value ETF (IUSV) a Strong ETF Right Now?

A smart beta exchange traded fund, the iShares Core S&P U.S. Value ETF (IUSV) debuted on 07/24/2000, and offers broad exposure to the Style Box - All Cap Value category of the market.

Is iShares Core S&P U.S. Value ETF (IUSV) a Strong ETF Right Now?

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3 Great Contrarian ETFs

IUSV: A Defensive Play For Value-Oriented Investors

IUSV targets U.S. large- and mid-cap value stocks with a defensive tilt while limiting its exposure to high-valuation sectors like technology. iShares Core S&P U.S. Value ETF's low price-to-earnings ratio reflects its value focus but sees limited growth due to limited high-growth sector exposure. The Fund's returns and low volatility align with similar funds, though it lacks a clear edge over peers like IVE and DSTL, warranting a neutral rating.

IUSV: A Defensive Play For Value-Oriented Investors

See News Rankings

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