ITOT News and Press, iShares Core S&P Total U.S. Stock Market From 04/11/23

2023-04-11 13:18:35 ET Summary The Fed was quick to keep rates near zero when the pandemic struck. However, it made a mistake to see inflation as transitory and kept rates low for too long. As a result, the Fed needed to raise rates at an aggressive pace and magnitude to keep infl...

2023-03-30 03:07:41 ET Summary ITOT has a portfolio of about 3,300 stocks, which is a good representation of the broader U.S. market. Despite the decline in the broader market since the beginning of 2022, valuation still appears expensive. Earnings may continue to be revised d...

2023-03-29 03:30:00 ET Summary While US large cap equity indexes have generally fared well over the past five years, the Russell 1000 Invesco Dynamic Multifactor Index [RB1] has posted standout returns. The Russell 1000 Index — an unbiased barometer for the broad US large c...

2023-03-25 09:00:00 ET Summary The iShares Russell 3000 ETF, as the name implies, uses the Russell 3000 Total Market Index as its investment strategy. The article will review that Index and the ETF in detail. Some comparisons to other Total Market ETFs are provided in the Portfoli...

2023-03-24 14:29:26 ET iShares Core S&P Total U.S. Stock Market ETF ( NYSEARCA: ITOT ) - $0.3515 . 30-Day SEC Yield of 1.61% as of Feb. 28. Payable Mar 29; for shareholders of record Mar 24; ex-div Mar 23. For further details see: iShares Core S&P Tot...

Summary The forward 12-month EPS is a time-weighted average between FY1 (2023) and FY2 (2024). During the height of the pandemic, we saw aggressive downgrades in EPS estimates during March-June 2020 as shown in the 2020, 2021 , and 2022 worm. Both the Russell 1000 and Russell 1000 G...

Summary The Federal Reserve appears to be losing control of the market. Financial conditions have eased dramatically since the December FOMC meeting. The Fed needs to push back against the market before it is too late. It appears that the Federal Reserve is losing control ...

Summary Since October 13, 2022, the S&P 500 Index is up 11.80% on a price only basis. For the start of 2023, the S&P 500 Index is up 4.16% through January 13, 2023. As we noted in our recently published Winter Investor Letter, maybe the negativity around the market/economy is ov...

Summary The iShares Core S&P Total U.S. Stock Market ETF (ITOT) and Vanguard Total Stock Market ETF (VTI) are among the largest ETFs to invest passively in the US equity market. For the longest common period since 2004, ITOT underperformed VTI by about 20%-points or slightly more th...

Summary US Large Cap stocks are still in a short-term downtrend but the long-term uptrend is intact. International Large Cap stocks are in a short-term uptrend versus US Large Cap. The trend has been driven by the falling dollar. US Large Cap value is in a short-term uptrend versus ...