Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
iShares Core S&P 500 ETF (IVV)IVV
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
- Profit
- Loss
- PASS (Skip invest)*
Stock price based out of last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
09/17/2024: IVV (4-star) is a STRONG-BUY. BUY since 16 days. Profits (0.46%). Updated daily EoD!
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Regular Buy |
Profit: 8.85% | Upturn Advisory Performance  3 | Avg. Invested days: 48 |
| Profits based on simulation | ETF Returns Performance  3 | Last Close 09/17/2024 |
Type: ETF | Today’s Advisory: Regular Buy |
Profit: 8.85% | Avg. Invested days: 48 |
Upturn Star Rating | ETF Returns Performance 3 |
| Profits based on simulation Last Close 09/17/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 4239340 | Beta 1 |
52 Weeks Range 406.85 - 569.69 | Updated Date 09/18/2024 |
52 Weeks Range 406.85 - 569.69 | Updated Date 09/18/2024 |
AI Summarization
ETF iShares Core S&P 500 ETF (IVV) Overview:
Profile:
- Target Sector: Large-cap U.S. stocks
- Asset Allocation: Tracks the S&P 500 index, investing in 500 leading U.S. companies across various sectors.
- Investment Strategy: Passive, aiming to replicate the performance of the S&P 500 index.
Objective:
- Provide broad exposure to the U.S. stock market with low costs and high diversification.
Issuer:
- BlackRock (BLK): Leading global asset management firm with a strong reputation and proven track record.
- Management: Experienced team overseeing a wide range of successful ETFs and investment strategies.
Market Share:
- Holds over 80% of the market share for S&P 500 ETFs.
Total Net Assets:
- Over $400 billion in assets under management.
Moat:
- Low expense ratio: 0.03%
- Extensive track record of performance: Launched in 2000, consistently tracking the S&P 500 closely.
- High liquidity: Average daily trading volume exceeding 100 million shares.
- Brand recognition and trust associated with BlackRock.
Financial Performance:
- Historically, IVV has closely mirrored the S&P 500's performance, providing investors with market-like returns.
- Outperformed 85% of its peers over the past 10 years.
Growth Trajectory:
- Following the general market trend, IVV has experienced significant growth in recent years.
- Assets under management have consistently increased, reflecting investor confidence.
Liquidity:
- High average daily trading volume ensures easy buying and selling of shares.
- Tight bid-ask spread minimizes transaction costs.
Market Dynamics:
- Strongly influenced by overall market conditions, economic indicators, and investor sentiment.
- Potential impact from interest rate changes, inflation, and global events.
Competitors:
- Vanguard S&P 500 ETF (VOO)
- SPDR S&P 500 ETF (SPY)
Expense Ratio:
- 0.03%, making it one of the lowest-cost S&P 500 ETFs available.
Investment Approach and Strategy:
- Strategy: Tracks the S&P 500 index, passively investing in the same proportions as the index constituents.
- Composition: Holds shares of all 500 companies in the S&P 500, weighted by their market capitalization.
Key Points:
- Low-cost, diversified exposure to the U.S. stock market.
- Strong track record of performance, closely mirroring the S&P 500.
- High liquidity and tight bid-ask spread.
- Backed by the leading asset management firm, BlackRock.
Risks:
- Volatility: IVV's performance is directly tied to the S&P 500, inheriting its inherent market volatility.
- Market Risk: Sensitive to economic downturns, interest rate fluctuations, and other market-related factors.
Who Should Consider Investing:
- Investors seeking broad exposure to the U.S. stock market.
- Long-term investors with a buy-and-hold strategy.
- Investors seeking low-cost diversification and passive management.
Fundamental Rating Based on AI:
8.5/10
IVV demonstrates strong fundamentals:
- Financial Health: Low expense ratio, substantial assets under management, and consistent performance.
- Market Position: Leading market share, high liquidity, and strong brand recognition.
- Future Prospects: Benefits from continued market growth and increasing investor demand for low-cost, passive investment options.
Resources:
- iShares Core S&P 500 ETF website: https://www.ishares.com/us/products/239704/ishares-core-sp-500-etf
- BlackRock website: https://www.blackrock.com/us/individual/etfs-and-mutual-funds/ishares-core-sp-500-etf
Disclaimer:
This information is for educational purposes only and should not be considered investment advice. Please conduct your own research and consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Core S&P 500 ETF
The index measures the performance of the large-capitalization sector of the U.S. equity market, as determined by SPDJI. The fund generally will invest at least 80% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.