Key stats
About ISHARES CORE S&P 500 ETF
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Inception date
May 15, 2000
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
BlackRock Fund Advisors
Distributor
BlackRock Investments LLC
IVV - one of several ETFs that track the S&P 500 Index-delivers excellent large-cap exposure. Despite the common perception that the S&P 500 provides pure market-cap exposure to the US economy, its committee can exercise discretion to exclude specific companies. Also, IVV tilts slightly smaller than our benchmark since it reaches farther down the market-cap spectrum. Still, our analytics show these distinctions are essentially academic - the fund offers outstanding coverage. IVV is structured as a 1940 Act Fund, which compared to other structures, makes this favorable for buy and hold investors as dividends can be reinvested when paid. The fund also discloses daily positions unlike some others.
Classification
What's in the fund
Exposure type
Technology Services
Electronic Technology
Finance
Stock breakdown by region
Top 10 holdings
Stock Market vs Govt Bond Market. At the Dawn of ChangesIt's been 3 months or so since the late March quarter bullish exuberance took the stock market, Ethereum (ETHUSD), Bitcoin (BTCUSD), other crypto assets to their new 52-week and all-time highs.
This is now changing, while the stock market and cryptocurrency markets have stopped making new highs, des
Continuous "Adjusted" Dollar-Cost Averaging approach Long 1 5% drop from yearly highs was reached, pushed in 25%.
10% drop from yearly highs was reached, pushed in 50%.
deviated from plan, pushed in 100% when 10% was breached instead of 50%.
utilizing minimal leverage, 1:1.6 leverage, will work leverage down with additional deposits to 1:1 (means no levera
IVV | InformativeAMEX:IVV
If the ETF price moves above the bullish line, set around $439.15, there are three potential upside targets to watch:
Target Price 1 at $442.59.
Target Price 2 at $444.94.
Target Price 3 at $448.28.
Conversely, if the ETF price breaks below the bearish line at $435.53, there are a coupl
S&P loses 200 day and back into old down channelClosed below 200 day yesterday and pretty clear follow through today. You can see that that the price tested and is now back in the original down channel before the breakout in January. My guess is that we are at least going to test the center of the red channel and likely the blue trend line. Could
S&P trend is still downCrazy two weeks with some massive price swings. However, all said and done the down trend that started in January is still intact. Big test yesterday of resistance but ultimately failed with the gap up closed and no follow through after Fed rate hike. Looks like a good old pump and dump. The gray re
S&P rally looks to be over for now based on 20 day MAIf you look back over this long correction since the beginning of the year, every time the price closed with a red candle below the lower bound of the 20 day moving average the price continued to move lower. I don't see why this time is any different.
I would expect support at the $380 and maybe do
S&P test of 200 day and 2022 down channelYou can see that over the last two days that the S&P is jumped above the 200 day on Wednesday huge rally, which also broke above the April 2021 gap. However, today saw a rejection of the resistance of the down channel that started Jan 2022 ATH. This channel has rejected price solidly 2x times now.
See all ideas
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.
Related funds
Frequently Asked Questions
An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
IVV trades at 11,203.90 MXN today, its price has fallen −0.33% in the past 24 hours. Track more dynamics on IVV price chart.
IVV net asset value is 11,325.39 today — it's risen 9.34% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
IVV assets under management is 11.13 T MXN. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
IVV price has risen by 11.29% over the last month, and its yearly performance shows a 26.43% increase. See more dynamics on IVV price chart.
NAV returns, another gauge of an ETF dynamics, have risen by 9.34% over the last month, showed a −7.44% decrease in three-month performance and has increased by 29.70% in a year.
NAV returns, another gauge of an ETF dynamics, have risen by 9.34% over the last month, showed a −7.44% decrease in three-month performance and has increased by 29.70% in a year.
IVV fund flows account for 1.27 T MXN (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
IVV invests in stocks. See more details in our Analysis section.
IVV expense ratio is 0.03%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, IVV isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
In some ways, ETFs are safe investments, but in a broader sense, they're not safer than any other asset, so it's crucial to analyze a fund before investing. But if your research gives a vague answer, you can always refer to technical analysis.
Today, IVV technical analysis shows the sell rating and its 1-week rating is neutral. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating IVV shows the buy signal. See more of IVV technicals for a more comprehensive analysis.
Today, IVV technical analysis shows the sell rating and its 1-week rating is neutral. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating IVV shows the buy signal. See more of IVV technicals for a more comprehensive analysis.
Yes, IVV pays dividends to its holders with the dividend yield of 1.32%.
IVV trades at a premium (0.56%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
IVV shares are issued by BlackRock, Inc.
IVV follows the S&P 500. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on May 15, 2000.
The fund's management style is passive, meaning it's aiming to replicate the performance of the underlying index by holding assets in the same proportions as the index. The goal is to match the index's returns.