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iShares S&P 500 Value ETF(IVE)
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 IVE
11/12/2026: IVE (5-star) is a STRONG-BUY. BUY for 18 days. Simulated Profits (1.89%). Updated daily EoD!
The iShares S&P 500 Value ETF (IVE) provides targeted exposure to large-cap U.S. companies that meet specific value criteria, such as low price-to-earnings and price-to-book ratios. Managed by BlackRock, the fund is a highly liquid and efficient vehicle that tracks the S&P 500 Value Index. It serves as a reliable core holding for investors seeking to balance their portfolios with value-tilted equities, offering a potential hedge against growth-style volatility. While subject to standard market and concentration risks, it remains a stable option for those prioritizing long-term fundamental performance and issuer reliability.
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 | This fund prioritizes value over the high-growth potential favored by growth-oriented investors. |
| Momentum investor | Mixed fit | Strong fit only when the market shows a clear rotation toward value-factor momentum. |
| Value investor | Strong fit | It is designed specifically for investors seeking exposure to companies trading at attractive valuations relative to fundamentals. |
| Dividend/Income investor | Strong fit | Value-tilted portfolios often consist of mature, dividend-paying companies that offer steady income. |
| Low-risk investor | Medium | While value stocks can be more stable than growth stocks, they still carry inherent equity market volatility. |
Investor Profile
Ideal Investor Profile
Long-term investors who prefer a disciplined, value-oriented approach to large-cap U.S. stocks and value the reputation of the iShares brand.
Suitability
Best suited for long-term investors seeking core portfolio stability and exposure to fundamental value metrics.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Equity investments are subject to market price fluctuations that can affect portfolio value. |
| Market risk | Medium / high | The ETF is directly exposed to the systemic risks of the U.S. large-cap equity market. |
| Concentration | Medium | The fund is limited to value-factor stocks, which may underperform during market phases favoring growth. |
| Tracking/expense | Low | The fund maintains a low expense ratio and high tracking accuracy relative to its benchmark. |
| Liquidity | Low | High trading volumes ensure that investors can enter and exit positions with minimal slippage. |
| Business/sector quality | Medium | Investors rely on the financial health of the large-cap companies held within the index. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
IVE exhibits moderate volatility compared to broader indices, as it excludes many high-growth, high-volatility technology stocks.
Market Risk
The fund is subject to systemic U.S. market risks, including economic changes, interest rate fluctuations, and geopolitical events.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap U.S. Equities | 99 | This provides broad exposure to established, large-scale U.S. companies considered undervalued by the index methodology. |
| Cash/collateral | Cash and Cash Equivalents | 1 | This represents residual cash held for operational purposes and liquidity management. |
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 38.15% | 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 11/12/2026 |
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