iShares Core S&P US Value ETFIUSV
IUSV
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
116% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 43
27% more repeat investments, than reductions
Existing positions increased: 263 | Existing positions reduced: 207
11% more funds holding in top 10
Funds holding in top 10: 45 [Q3] → 50 (+5) [Q4]
5% more capital invested
Capital invested by funds: $15.2B [Q3] → $16B (+$829M) [Q4]
5% more funds holding
Funds holding: 675 [Q3] → 708 (+33) [Q4]
0.78% more ownership
Funds ownership: 78.65% [Q3] → 79.44% (+0.78%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for IUSV.
Financial journalist opinion
Positive
Seeking Alpha
2 days ago
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).
Neutral
Zacks Investment Research
2 weeks ago
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.
Neutral
Zacks Investment Research
2 months ago
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.
Positive
Seeking Alpha
3 months ago
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.
Neutral
Zacks Investment Research
4 months ago
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.
Positive
Morningstar
5 months ago
3 Great Contrarian ETFs
Good ways to go against the grain.
Negative
Seeking Alpha
5 months ago
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.
Neutral
Zacks Investment Research
6 months ago
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.
Positive
Seeking Alpha
8 months ago
IUSV: Ride The Value Transition
IUSV is a buy due to market transition to value, technical indicators, and potential for capital appreciation. IUSV tracks S&P 900 Value Index, offering smart beta ETF with low expense ratio and defensive characteristics. IUSV's performance, composition, and potential for growth make it a strong investment option in the short and medium-term.
Neutral
Zacks Investment Research
8 months ago
Is iShares Core S&P U.S. Value ETF (IUSV) a Strong ETF Right Now?
Making its debut on 07/24/2000, smart beta exchange traded fund iShares Core S&P U.S. Value ETF (IUSV) provides investors broad exposure to the Style Box - All Cap Value category of the market.
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