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Upturn AI Summary
iShares Core S&P U.S. Value ETF(IUSV)
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 IUSV
11/13/2026: IUSV (3-star) is a STRONG-BUY. BUY for 18 days. Simulated Profits (1.76%). Updated daily EoD!
IUSV is a robust, low-cost ETF that provides broad exposure to U.S. value equities by tracking the S&P 900 Value Index. Its main strengths include BlackRock's operational scale, high liquidity, and a very competitive expense ratio, making it an excellent core portfolio component. The fund is designed for long-term investors seeking to tilt their portfolios toward value factors rather than active traders. Key risks include exposure to cyclical sectors like financials and potential underperformance relative to growth-heavy strategies. It is an ideal fit for investors who favor a passive, long-term buy-and-hold strategy and should be monitored for shifts in sector weightings and interest rate environments.
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 | Weak fit | The fund focuses on value characteristics rather than the high-growth potential favored by growth investors. |
| Momentum investor | Mixed fit | Momentum fit is conditional on a positive upturn signal for value stocks relative to the broader market. |
| Value investor | Strong fit | The fund specifically targets stocks with low valuation multiples, aligning perfectly with value investing strategies. |
| Dividend/Income investor | Strong fit | Value-oriented companies frequently pay dividends, making this a suitable choice for income-focused portfolios. |
| Low-risk investor | Medium | While diversified, it remains an equity-based fund subject to market volatility. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant looking for a core holding to gain exposure to value-priced U.S. companies while maintaining low costs.
Suitability
It is best suited for passive index followers who prioritize diversification and low turnover in their portfolios.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | As an equity fund, it is subject to standard market fluctuations inherent in the stock market. |
| Market risk | Medium / high | The fund's value is directly tied to the performance of the U.S. stock market. |
| Concentration | Low | The fund holds a diverse basket of hundreds of stocks, mitigating single-security risk. |
| Tracking/expense | Low | The low expense ratio and efficient index tracking minimize the impact of costs on performance. |
| Liquidity | Low | High trading volume ensures that the fund can be bought or sold without significant price impact. |
| Business/sector quality | Medium | The fund is subject to sector-specific headwinds, particularly in financial and industrial segments. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
IUSV exhibits moderate volatility consistent with the broader S&P 900 Value Index and diversified U.S. equity benchmarks.
Market Risk
The fund is exposed to systemic market risks, including economic cycles, interest rate changes, and geopolitical events that affect all U.S. equities.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Financials | 21 | Financials are a core component of value indices due to generally lower valuation multiples relative to growth sectors. |
| Sector | Healthcare | 18 | Healthcare exposure provides defensive qualities and stable cash flows characteristic of many value-oriented firms. |
| Sector | Industrials | 14 | Industrial stocks are often cyclical and represent companies with mature, value-priced operations. |
| Sector | Consumer Discretionary | 11 | This segment includes retailers and consumer-facing firms currently priced as value opportunities. |
| Sector | Other Sectors | 36 | The remaining allocation is spread across Energy, Technology, Utilities, and Consumer Staples to ensure broad market coverage. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 38% | Avg. Invested days 98 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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