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- Upturn Summary
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Upturn AI Summary
iShares Core S&P U.S. Growth ETF(IUSG)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IUSG
09/25/2026: IUSG (3-star) is a STRONG-BUY. BUY for 1 day. Simulated Profits (0.00%). Updated daily EoD!
IUSG is a low-cost, broadly diversified ETF that provides exposure to U.S. large- and mid-cap growth companies by tracking the S&P 900 Growth Index. Its main strengths include its rock-bottom expense ratio, high liquidity, and the backing of BlackRock, making it a reliable tool for long-term growth-oriented portfolios. While it offers significant capital appreciation potential, investors should be mindful of its concentration in the technology sector and its inherent sensitivity to market volatility and interest rate changes. It is best suited for long-term investors who can weather short-term fluctuations and are seeking to participate in the growth of the U.S. economy, rather than those seeking immediate dividend income or low-volatility stability.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | IUSG is specifically designed to provide targeted exposure to companies with high growth potential. |
| Momentum investor | Strong fit while signal remains positive | Growth factors often align with momentum trends, making it suitable during bullish market environments. |
| Value investor | Weak fit | The fund intentionally excludes companies with value-oriented characteristics. |
| Dividend/Income investor | Weak fit | Growth companies typically reinvest earnings rather than paying significant dividends. |
| Low-risk investor | Weak fit | Growth stocks are inherently more volatile than the broader market or defensive assets. |
Investor Profile
Ideal Investor Profile
A long-term investor with a moderate-to-high risk tolerance who wants to capture capital appreciation from U.S. growth companies.
Suitability
Best suited for long-term investors using it as a core growth pillar within a diversified portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Growth stocks are prone to sharp price swings based on earnings sentiment and interest rate changes. |
| Market risk | Medium / high | As an equity fund, it is fully exposed to systemic downturns in the U.S. stock market. |
| Concentration | Medium / high | Significant exposure to the Technology sector increases sensitivity to sector-specific shocks. |
| Tracking/expense | Low | The fund has a very low expense ratio and high correlation to its benchmark index. |
| Liquidity | Low | High trading volume ensures that liquidity risk is minimal for individual investors. |
| Business/sector quality | Medium | The fund invests in high-quality growth firms, reducing the risk of permanent capital loss compared to speculative assets. |
Risk Analysis
Volatility
IUSG exhibits higher volatility than the S&P 500, consistent with its growth mandate.
Market Risk
The primary risk is systematic market decline, as the fund is fully invested in equities without hedging strategies.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Information Technology | 45 | This heavy tech allocation drives the fund's growth profile but increases sensitivity to tech sector volatility. |
| Sector | Consumer Discretionary | 15 | Exposure to companies like Amazon and major retailers captures consumer spending trends. |
| Sector | Communication Services | 12 | Includes major internet and media platforms that are central to modern digital growth. |
| Sector | Health Care | 10 | Provides a defensive growth component through innovative pharmaceutical and biotech companies. |
| Sector | Other Sectors (Industrials, Financials, etc.) | 18 | These smaller weightings provide necessary diversification across the broader U.S. economy. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 53.81% | Avg. Invested days 68 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/25/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 27, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $34.27B |
| Issuer | iShares |
| Expense Ratio | 0.04% |
| Distribution Yield | 0.48% |
| Inception | Jul 24, 2000 |
Performance
| Period | Total Return |
|---|---|
| YTD | +16.62% |
| 1 Year | +20.68% |
| 3 Year | +27.66% |
| 5 Year | +13.68% |
| 10 Year | +17.64% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 18.76% |
| 3Y Volatility | 16.39% |
| 3Y Sharpe Ratio | 1.17 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Sustainability Rating | 4 / 5 |
| Benchmark | S&P 500 TR USD |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 66.42% |
| Large Cap | 22.36% |
| Mid Cap | 8.08% |
| Small Cap | 2.96% |
| Micro Cap | 0.06% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 52.48% |
| Communication Services | 15.10% |
| Financial Services | 8.50% |
| Consumer Cyclicals | 7.87% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 21.68x |
| Portfolio P/B | 6.35x |
| Portfolio P/S | 6.1x |
| Holdings Turnover | 36.0% |
Top Holdings
| Holding | Weight |
|---|---|
| NVIDIA | 14.04% |
| Microsoft | 9.55% |
| Apple | 6.33% |
| Alphabet Class A | 5.19% |
| Meta Platforms | 4.43% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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