IWB News and Press, iShares Russell 1000 From 07/09/21

Strategy and sector exposure. Comparison with my value model. Pros and cons. For further details see: VONV: Russell 1000 Value ETF Review

ILCV strategy and portfolio. Comparing ILCV with my value model. Pros and cons. For further details see: ILCV: Large-Cap Value ETF Review

iShares Russell 1000 ETF (IWB) - $0.5454.30-Day SEC Yield of 1.14% as of May. 28.Payable Jun 16; for shareholders of record Jun 11; ex-div Jun 10. For further details see: iShares Russell 1000 ETF declares quarterly distribution of $0.5454

Like most major indexes, US large- and small-cap stocks wobbled in May, ending the month with modest gains. Russell 1000 has been regaining ground from the Russell 2000 since mid-March amid growing jitters over the surge in US inflation and interest rates. Small caps excelled in e...

Based on most traditional metrics and their own history, US valuations look elevated — both on their face and relative to their global peers. But there are some solid reasons why investors may be partial to US stocks now. The valuation gap between the US large-cap index and...

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...

US stocks sprinted higher in April, helping them recapture the lead from their developed Asian and emerging-market peers for all of the rally that began last fall. The recent vigor in US stocks owes much to their large exposures to the strong April rebounds in technology and consumer ...

Among this year's notable twists and turns, the recent giveback of Russell 2000 outperformance to its large-cap counterpart has been particularly striking. Tech rebound gives Russell 1000 an edge. Recent Russell 2000 outperformance has been powered by massive rotation into cyclica...

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...

"Sell in May and go away" is a well-worn investor cliché. More recently, unconventional policy measures and the COVID market rebound have made the Sell in May strategy continually detrimental. Furthermore, if we significance test the results to screen out any returns of less ...