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- Upturn Summary
- Fund Details
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
10/23/2026: IUSG (3-star) is a SELL. SELL for 1 day. Simulated Profits (-4.66%). Updated daily EoD!
IUSG is a low-cost, liquid ETF designed to provide broad exposure to large- and mid-cap U.S. companies with growth characteristics. It achieves this by tracking the S&P 900 Growth Index, resulting in a portfolio heavily tilted toward technology and consumer discretionary stocks. Its primary strengths are its minimal expense ratio, deep liquidity, and institutional-grade oversight from BlackRock. Investors should be aware of risks related to sector concentration and the high sensitivity of growth valuations to interest rate fluctuations. This fund is well-suited for long-term investors prioritizing capital appreciation over immediate income.
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 | The fund is explicitly designed to capture capital appreciation from companies with strong growth profiles. |
| Momentum investor | Strong fit while signal remains positive | It offers concentrated exposure to high-performing stocks that often align with momentum trends. |
| Value investor | Weak fit | The fund typically carries high price-to-earnings ratios which run counter to value investing principles. |
| Dividend/Income investor | Weak fit | Growth companies are prioritized for reinvestment rather than dividend distributions, leading to low yields. |
| Low-risk investor | Weak fit | Growth equities inherently carry higher volatility compared to broad market or defensive assets. |
Investor Profile
Ideal Investor Profile
The ideal investor is an individual or institution seeking long-term capital appreciation with a multi-year investment horizon.
Suitability
IUSG is best suited for long-term investors using it as a core growth component in a diversified portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Growth stocks are prone to sharp price swings based on market sentiment and interest rate changes. |
| Market risk | High | As an equity fund, it is fully exposed to systemic market declines. |
| Concentration | Medium / high | The portfolio is heavily tilted toward the technology sector, increasing sensitivity to tech-specific news. |
| Tracking/expense | Low | Low fees and efficient sampling mean this risk is negligible for long-term investors. |
| Liquidity | Low | The high trading volume ensures liquidity risk is not a primary concern for retail investors. |
| Business/sector quality | Medium | Heavy reliance on a few dominant sectors makes the fund vulnerable to regulatory or fundamental shifts in those areas. |
Risk Analysis
Volatility
IUSG generally experiences higher volatility than the S&P 500 due to its concentration in growth-oriented sectors.
Market Risk
The primary risk is a general market downturn or a rotation out of the growth factor.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-cap U.S. Equities | 85 | Provides primary exposure to established large-company growth potential. |
| Sector | Information Technology | 45 | Drives the growth tilt through high-innovation tech holdings. |
| Sector | Consumer Discretionary & Communication Services | 30 | Captures consumer spending trends and digital media growth. |
| Sector | Healthcare & Others | 25 | Provides defensive growth and sector diversification across the remainder of the portfolio. |
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 46.65% | Avg. Invested days 71 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/23/2026 |
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