IUSV
iShares Core U.S. Value ETFNYSEARCA
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  • Nov. 10, 2015, 7:26 AM
    • Among the changes to BlackRock's (NYSE:BLK) iShares Core product suite is the cutting of expense ratios:  ITOT down four basis points to 0.03%, IUSG down two basis points to 0.07%, IUSV down two basis points to 0.07%, IEMG down two basis points to 0.16%, IEUR down two basis points to 0.12%, IPAC down two basis points to 0.12%, IUSB down three basis points to 0.12%.
    • In addition to the now bare-boned fee for the iShares Core S&P Total U.S. Stock Market ETF (NYSEARCA:ITOT), the fund will begin tracking the S&P Total Market Index, effective Dec. 18. This will broaden its exposure with more than 2K additional small-cap and micro-cap stocks.
    • Added to the core series is the iShares Core International Aggregate Bond ETF (NYSEARCA:IAGG).
    | Nov. 10, 2015, 7:26 AM | 1 Comment
  • Jun. 27, 2014, 2:45 AM
    • Russell Investments is planning its annual index realignment today, affecting more than $5T in assets. Credit Suisse estimates $42B will trade as a result of the adjustment, resulting in one of the biggest trading days of the year in terms of dollar volume.
    • Asset managers and investors will have to realign their portfolios to match up with the new shifts in indices such as the Russell 2000 and the Russell 3000.
    • Due to the expected surge in volume, exchanges are now busy preparing for possible technical issues occurring over the course of the day.
    • Yesterday, the London Stock Exchange said it will acquire Frank Russell for $2.7B.
    • Russell ETFs: IWM, TZA, TNA, UWM, SPXS, IWF, SKF, URTY, IWD, TWM, IWO, IWN, RWM, SRTY, IWV, IWB, VTWO, VONE, IWW, IWZ, VTWG, UKK, ROLA, RTLA, FBG, THRK, UKF, SKK, EWRS, ONEK, TWOK, VTHR, VONG, VTWV, SMLV, UVT, VONV, UVG, EWRI, SJH, UWC, LGLV, TWQ, SJF, FIBG
    | Jun. 27, 2014, 2:45 AM | 1 Comment
  • Jun. 26, 2014, 3:37 AM
    | Jun. 26, 2014, 3:37 AM
  • Jun. 10, 2014, 12:43 PM
    • Introduced in October 2012, the iShares core lineup will double in size on June 12th with the addition of 10 new and existing iShares funds.
    • Four new ETFs will roll out on Thursday to join the core lineup: iShares Core Dividend Growth ETF (DGRO), iShares Core MSCI Europe ETF (IEUR), iShares Core MSCI Pacific ETF (IPAC) and iShares Core GNMA Bond ETF (IUSB).
    • Six of the funds are existing and will undergo name and some will also see ticker changes: iShares Russell 3000 Growth ETF (IWZ) will become iShares Core U.S. Growth ETF under the ticker IUSG; iShares Russell 3000 Value ETF (IWW) will become iShares Core U.S. Value ETF under the ticker IUSV; iShares High Dividend ETF (HDV) will become iShares Core High Dividend ETF and continue to trade under HDV; iShares Credit Bond ETF (CFT) will become iShares Core U.S. Credit Bond ETF under the ticker CRED; iShares U.S. Treasury Bond ETF (GOVT) will become iShares Core U.S. Treasury Bond ETF and continue to trade under GOVT; iShares Barclays GNMA Bond ETF (GNMA) will become iShares Core GNMA Bond ETF and continue to trade under GNMA.
    • The original core iShares ETFs these funds will join: ITOT, IVV, IJH, IJR, IXUS, IEMG, IEFA, AGG, ILTB, ISTB
    | Jun. 10, 2014, 12:43 PM
  • May 20, 2014, 4:49 AM
    | May 20, 2014, 4:49 AM
  • Jan. 21, 2014, 3:14 PM
    • Vident Financial is launching its second ETF tomorrow after a successful introduction of its first fund, the Vident International Equity ETF (VIDI) in October 2013.
    • As described on the fund's home page, the Vident Core U.S. Equity ETF (VUSE) is a multi-cap fund which "seeks to represent a portfolio of U.S. companies that adhere to higher standards of of corporate governance and accounting".
    • VUSE will feature a unique weighting strategy, representing holdings by Vident's principle expressions, placing higher focus on value than market-cap to determine weighting.
    • Other U.S. multi-cap value ETFs: BFOR, PWC, IWW, FAB, VLUE
    | Jan. 21, 2014, 3:14 PM
  • Sep. 29, 2013, 9:13 PM
    • Particularly apt reading tonight as stocks head south on worry about a partial U.S. government shutdown, The Brooklyn Investor makes the case for trying to ignore whatever the latest macro-boogeyman happens to be, and instead focus on buying and holding reasonably valued stocks. Paraphrasing Seth Klarman: "You just have to figure out what a business can earn in five or ten years on a normalized basis and see what it's worth; if you can buy it for lower than that, then it doesn't matter what the headlines say."
    • The Shiller cyclically adjusted P/E ratio does raise TBI's eyebrow as it shows the market to be 47% overvalued, but it was similarly so in 1966. While the averages did nothing over the next 16 years, the "Superinvestors of Graham and Doddsville" (Walter Schloss, Tweedy Brown, Sequoia Fund) racked up ridiculous returns (this, of course, may be of little comfort to index investors).
    • Buffett's classic "Superinvestors" article from 1984.
    • Can the market go down? A lot? No doubt, says TBI, but the odds against being able to exploit a bear market are far too long - better to spend time looking for stocks trading at 1.1x book that should be selling for 1.5x book.
    • Index value ETFs: SPYV, IVE, RPV, VOOV, FTASPYV, IVE, RPV, VOOV, FTAIWN, VTWV, UVT, SJHIWWMDYV, IJJ, RFV, IVOVSLYV, IJS, RZV, VIOV.
    | Sep. 29, 2013, 9:13 PM | 5 Comments
  • Sep. 2, 2013, 6:29 PM
    • What George Soros' The Alchemy of Finance was to global macro investors, Michael Burry's journal of trades in 2000/2001 may be to value fans. "My strategy isn't very complex. I try to buy shares of unpopular companies when they look like road kill, and sell them when they've been polished up a bit ... I care little about the level of the general market and put few restrictions on potential investments."
    • Plucked out of message-board obscurity and staked by Joel Greenblatt, Burry posted returns at his Scion Capital hedge fund of 8.2% in 2000 (partial year), 44.7% in 2001, and 13.1% in 2002, as the S&P lost 7.5%, 11.9%, and 22.1% during the same periods. When the S&P bounced 28.7% in 2003, Scion gained 50.7%.
    • This journal shows Burry willing to venture into just about any industry or situation as long as he sees value there. One place he definitely didn't spot value was in the previously-favored big cap tech names as their stock prices imploded. "Now that the bubble is pricked, tech stocks will face scrutiny they never faced before. It is a good time to start picking prices based on a solid understanding of the fundamentals ... greater bargains are sure to come."
    • Burry went on make an even bigger fortune for himself and his investors by shorting MBS from 2005 on (though his investors, including Greenblatt, never forgave him for straying from stockpicking).
    • Value ETFs: SPYV, IVE, RPV, VOOV, FTAIWD, VONV, UVG, SJFIWN, VTWV, UVT, SJHIWWMDYV, IJJ, RFV, IVOVSLYV, IJS, RZV, VIOV.
    | Sep. 2, 2013, 6:29 PM
  • Jan. 1, 2013, 12:00 PM
    Growth and value ETFs ran neck-to-neck in 2012. Key growth ETFs include IWZ, IWF, JKE, JKH, JKK, MDYG, SLYG and SPYG. Key value ETFs include IWW, EFV, IWS, IWN IWD, JKL, JKI, JKF, MDYV, SLYV, and SPYV.
    | Jan. 1, 2013, 12:00 PM
  • Jun. 25, 2012, 4:52 PM

    Options positioning by traders in the Russell 2000 (IWW) - a repeated cycle of buying put spreads and selling calls - suggests they're setting up for a range-bound market while paying a small price for downside exposure, notes Susquehanna. In other words, positioning for anything except a big move higher.

    | Jun. 25, 2012, 4:52 PM | 1 Comment
  • Jan. 19, 2012, 9:40 AM
    Defining overbought as being more than 5% above a 50-day moving average, Bespoke says 24% of tracked ETFs fit the bill. Leading the list is the homebuilders (XHB), more than 13% above its 50 day MA; Brazil (EWZ) leads the country ETFs, 8.2% above. A few more days of market gains and look for talk about the entire market being overbought.
    | Jan. 19, 2012, 9:40 AM
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