IUSV News and Press, iShares Core S&P U.S. Value ETF From 06/10/21

iShares Core S&P U.S. Value ETF (IUSV) - $0.2667.30-Day SEC Yield of 1.92% as of May. 28.Payable Jun 16; for shareholders of record Jun 11; ex-div Jun 10. For further details see: iShares Core S&P U.S. Value ETF declares quarterly distribution of $0.2667

The rotation from growth to value is accelerating. The combination of higher inflation, lower US dollar, and higher yields could be lethal for momentum stocks. The Fed is way behind the curve, but we believe that Jay Powell will be forced to acknowledge reality soon. Meanwhile...

Are you familiar with the "Aggression Scale?" Instead of the common classifications, it's measuring sectors based on their volatility, cyclicality, and growth. Three sectors currently are making it to the top of the "Aggression Scale." Technology is only one of those. Can we be ov...

Studies show that one of the best predictors of stock price performance is recent performance. In other words, what worked recently is most likely to keep working. So: What worked in April?By style: Stocks with high profitability characteristics led investment factors in April, followed by th...

IUSV strategy and performance. Comparing IUSV with my value model. IUSV shortcomings. For further details see: IUSV: Value With Shortcomings

Given its favorable allocation relative to the benchmark, VALQ appears well positioned to capture more upside with lower risk. VALQ’s holdings generate quality cash flows and have cheaper valuations compared to IUSV and SPY. VALQ’s 0.32% total annual costs (TAC) are ...

iShares Core S&P U.S. Value ETF (IUSV) - $0.3467.30-Day SEC Yield of 0.03% as of Feb. 26.Payable Mar 31; for shareholders of record Mar 26; ex-div Mar 25. For further details see: iShares Core S&P U.S. Value ETF declares quarterly distribution of $0.3467

A portfolio solely composed of funds aimed at outperforming the largest ETF (SPY) on a risk-adjusted basis. It's not only a reflection of our macro views, but predominantly a statement regarding the sectors we like, dislike, and/or neutral about. In this article we share the portf...

Conditions for value stocks over growth stocks look more favorable. IUSV has favorable sector exposure and the expense ratio is best in class. Currently, IUSV does not appear as an undervalued option. For further details see: iShares Core S&P U.S. Value ETF: Not Quit...

Elm Partners offers diversified portfolios of ETFs and index funds using an algorithmic value- and momentum-based asset allocation system. The economic and market volatility induced by the global pandemic provided a demanding test for the Fund’s dynamic asset allocation model, ...