IUSV ETF Analysis: Core S&P U.S. Value | NASDAQ

Large Value | NASDAQ, USA | Market Cap: 26.416m USD | 12M Return: 18.3% | Charts, Fundamentals & Technical Analysis

Value Stocks, Large Cap, U.S. Equities, Index Tracking
Total Rating 58
Safety 57
Buy Signal -0.11
Large Value
Category Rotation: +0.1
TER: 0.04%
AUM: 26.4B
Avg Turnover: 73.8M
Risk 3d forecast
Volatility10.4%
VaR 5th Pctl1.90%
VaR vs Median1.80%
Reward TTM
Sharpe Ratio1.31
Rel. Str. IBD50.8
Rel. Str. Peer Group25
Character TTM
Beta0.659
Beta Downside0.701
Hurst Exponent0.445
Drawdowns 3y
Max DD17.76%
CAGR/Max DD0.78
CAGR/Mean DD5.18

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan -0.1% 0
Feb -0.6% 2
Mar -1.1% 0
Apr -0.3% 2
May -0.3% 0
Jun -1.0% 14
Jul +0.9% 32
Aug -0.3% 22
Sep -1.5% 23
Oct -0.2% 19
Nov +2.2% 50
Dec +0.3% 5

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: IUSV Core S&P U.S. Value

The iShares Core S&P U.S. Value ETF (IUSV) is a passively managed large-cap value fund that primarily tracks the S&P U.S. Value Index, investing at least 80% of its assets in the indexs component securities. The remaining assets may be allocated to derivatives such as futures, options, and swap contracts, as well as cash and cash equivalents. As part of BlackRocks iShares ETF lineup, IUSV follows a passive index-tracking business model designed to provide low-cost exposure to U.S. large-cap stocks that exhibit value characteristics, such as lower valuation multiples relative to their fundamentals.

Headlines to Watch Out For
  • Value stocks outperform as Fed maintains higher rate path
  • Financials sector weighting amplifies rate-sensitive bank gains
  • Value rotation accelerates as growth valuations face correction pressure
What is the price of IUSV shares?

As of July 15, 2026, the stock is trading at USD 111.42 with a total of 513,877 shares traded. Over the past week, the price has changed by -0.36%, over one month by +0.50%, over three months by +6.09% and over the past year by +18.29%.

Current recommended Stop Loss: 110.10 (which is 1.2% or 1.5 ATR below the current price).

Is IUSV a buy, sell or hold?

Core S&P U.S. Value has no consensus analysts rating.