Rotation From Growth to ValueI've published this chart a few times, but the pivot from Growth to Value is accelerating at an astonishing rate. August 3rd is the date where this rotation really began. You can see big tech mega-caps start to stall at that point and we've seen several pullbacks in growth names since that time.
It
Key stats
About iShares Core S&P U.S. Growth ETF
Home page
Inception date
Jul 24, 2000
Structure
Open-Ended Fund
Replication method
Physical
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
IUSG is one of the more well-known funds in the US growth space. IUSG's index is a subset of the S&P 900 that uses a screening process based on only three factors, such as sales growth, changes on earnings-to-price ratio, and momentum, to identify firms with growth characteristics. The index is market cap-weighted and rebalanced every quarter. Prior to January 23, 2017, the fund traded as iShares Core Russell U.S. Growth ETF and tracked the Russell 3000 Growth Index.
Classification
What's in the fund
Exposure type
Technology Services
Electronic Technology
Finance
Stock breakdown by region
Top 10 holdings
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.
IUSG trades at 141.54 USD today, its price has fallen −0.44% in the past 24 hours. Track more dynamics on IUSG price chart.
IUSG net asset value is 141.51 today — it's risen 10.17% 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.
IUSG assets under management is 22.01 B USD. 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.
IUSG price has risen by 9.57% over the last month, and its yearly performance shows a 16.33% increase. See more dynamics on IUSG price chart.
NAV returns, another gauge of an ETF dynamics, have risen by 10.17% over the last month, showed a 1.83% increase in three-month performance and has increased by 18.03% in a year.
NAV returns, another gauge of an ETF dynamics, have risen by 10.17% over the last month, showed a 1.83% increase in three-month performance and has increased by 18.03% in a year.
IUSG fund flows account for 886.47 M USD (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.
IUSG invests in stocks. See more details in our Analysis section.
IUSG expense ratio is 0.04%. 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, IUSG 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, IUSG technical analysis shows the buy rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating IUSG shows the strong buy signal. See more of IUSG technicals for a more comprehensive analysis.
Today, IUSG technical analysis shows the buy rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating IUSG shows the strong buy signal. See more of IUSG technicals for a more comprehensive analysis.
Yes, IUSG pays dividends to its holders with the dividend yield of 0.58%.
IUSG trades at a premium (0.01%).
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.
IUSG shares are issued by BlackRock, Inc.
IUSG follows the S&P 900 Growth. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Jul 24, 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.