IUSV 📈 iShares Core S&P U.S. Value - Overview

The iShares Core S&P U.S. Value ETF, listed on the NASDAQ under the ticker IUSV, is designed to track the performance of the S&P U.S. Value Index. This index is comprised of stocks of U.S. companies that are characterized by their value characteristics, such as lower price-to-book ratios and lower earnings growth expectations. The fund's investment strategy involves investing at least 80% of its assets in the component securities of its underlying index, which includes a diverse range of U.S. value stocks. Additionally, the fund may invest in other securities that have economic characteristics substantially identical to those of the index components, allowing for some flexibility in portfolio management.

Furthermore, the fund has the ability to allocate up to 20% of its assets to certain derivatives, such as futures, options, and swap contracts, as well as cash and cash equivalents. This allows the fund managers to engage in various investment strategies, including hedging and portfolio optimization, in order to achieve the fund's investment objectives. The fund is domiciled in the United States and has an International Securities Identification Number (ISIN) of US4642876639. As an exchange-traded fund (ETF), it offers investors a convenient and transparent way to gain exposure to the U.S. value stock market, with the added benefit of trading flexibility and typically lower fees compared to actively managed funds.

In terms of its categorization, the iShares Core S&P U.S. Value ETF falls under the large value ETF category, indicating that it focuses on investing in larger-cap U.S. companies that exhibit value characteristics. The fund's investment approach is designed to provide broad diversification and exposure to the U.S. value stock market, making it a potential option for investors seeking to incorporate a value investing strategy into their portfolios. For more information about the fund, including its holdings, performance, and other details, investors can visit the iShares website at http://www.ishares.com.