IUSG ETF Fundamental Analysis Report
iShares Russell 3000 Growth ETF (IUSG) Overview
- ETF Characteristics: The iShares Russell 3000 Growth ETF (IUSG) is categorized as a Large-Cap Momentum ETF, primarily focusing on growth-oriented investments.
- Sector Allocation: The largest sector represented in IUSG's portfolio is Technology, with Business Services being the most significant industry within that sector.
Factor Exposure Analysis
- Investment Factors: The ETF's exposure to major investing factors such as value, quality, momentum, and low volatility is assessed, with scores ranging from 1 to 99. A score of 99 indicates the highest exposure to a particular factor.
Additional Resources
- Research Links: The report provides links to additional resources, including lists of top Technology ETFs, High Momentum ETFs, Top Low Volatility ETFs, and High Fundamental Momentum ETFs.
- Validea's Role: Validea is an investment research service that analyzes stock performance based on strategies from renowned investors like Warren Buffett and Benjamin Graham, offering insights and model portfolios.
Disclaimer
- Author's Views: The opinions expressed in the report are those of the author and do not necessarily reflect the views of Nasdaq, Inc.
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Analyst Views on IUSG
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Is It Time to Increase Your Investment in Growth ETFs?
Market Volatility and Economic Outlook: The S&P 500 has experienced a 3.7% decline in November, but upgraded growth forecasts and strong earnings from AI adoption suggest a positive economic trajectory, with expectations for a Fed rate cut in December bolstering investor sentiment.
Performance of Growth vs. Value Indices: Over the past year, the S&P 500 Growth Index has significantly outperformed the S&P 500 Value Index, with returns of 18.86% compared to 1.83%, indicating a strong preference for growth stocks among investors.
Institutional Forecasts for S&P 500: Morgan Stanley and UBS have raised their forecasts for the S&P 500, predicting it will reach 7,800 and 7,500 by the end of 2026 and 2024, respectively, driven by strong corporate earnings and AI advancements.
Investor Inflows into Equity Funds: U.S. equity funds have seen consistent inflows, totaling $4.36 billion in the week ending Nov. 19, as investors focus on robust third-quarter earnings and overlook concerns about tech valuations.
Putting the Pieces Together: IUSG May Have a Value of $189
ETF Analysis: The iShares Core S&P U.S. Growth ETF (IUSG) has an implied analyst target price of $188.85, indicating a potential upside of 10.66% from its current trading price of $170.65.
Notable Holdings: Key underlying holdings with significant upside potential include Saia Inc (18.16% upside), Silicon Laboratories Inc (17.74% upside), and Parsons Corp (14.26% upside) based on their respective analyst target prices.
Market Sentiment: The disparity between current trading prices and analyst target prices raises questions about whether analysts are overly optimistic or if their targets are justified based on recent developments.
Investor Considerations: Investors are encouraged to conduct further research to assess the validity of analyst targets and the potential for price adjustments in light of market conditions.
Investor Explains Decision to Cash Out on Growth ETF While Maintaining Long-Term Optimism
Amplius Wealth's Share Sale: Amplius Wealth Advisors sold 75,079 shares of the iShares Core S&P U.S. Growth ETF (IUSG) for approximately $11.8 million, representing about 1% of its 13F assets under management, while retaining 43,598 shares valued at $7.2 million.
Portfolio Adjustment Strategy: The sale is part of a broader portfolio adjustment rather than a complete shift away from growth investing, as Amplius continues to hold significant positions in growth-oriented ETFs, including its flagship Amplius Aggressive Asset Allocation ETF (AAAA).
Market Performance Context: IUSG shares have increased by 24.5% over the past year, outperforming the S&P 500's nearly 17% rise, highlighting the fund's focus on U.S. growth equities and its diversified investment strategy.
Risk Management Approach: Amplius Wealth's adjustments signal a cautious approach to balancing risk after a strong equity rally, indicating a recalibration of risk levels while maintaining core growth allocations amidst rising valuations and elevated interest rates.
Projected 12-Month Target for IUSG by Analysts
ETF Analysis: The iShares Core S&P U.S. Growth ETF (IUSG) has an implied analyst target price of $179.84, indicating a potential upside of 10.64% from its current trading price of $162.54.
Notable Holdings: Key underlying holdings with significant upside potential include Commerce Bancshares Inc (CBSH), Crane NXT Co (CXT), and Belden Inc (BDC), with expected price increases of 16.26%, 14.74%, and 12.78% respectively based on analyst targets.
Projected Target Price for IUSG Analyst: $178
ETF Target Price Analysis: The iShares Core S&P U.S. Growth ETF (IUSG) has an implied analyst target price of $178.40, indicating a potential upside of 10.53% from its current trading price of $161.40.
Notable Holdings with Upside: Key underlying holdings such as Targa Resources Corp (TRGP), Equitable Holdings Inc (EQH), and Range Resources Corp (RRC) show significant upside potential, with target prices suggesting increases of 25.54%, 24.24%, and 24.20% respectively from their recent trading prices.
IUSG ETF Fundamental Analysis Report
iShares Russell 3000 Growth ETF (IUSG) Overview
- ETF Characteristics: The iShares Russell 3000 Growth ETF (IUSG) is categorized as a Large-Cap Momentum ETF, primarily focusing on growth-oriented investments.
- Sector Allocation: The largest sector represented in IUSG's portfolio is Technology, with Business Services being the most significant industry within that sector.
Factor Exposure Analysis
- Investment Factors: The ETF's exposure to major investing factors such as value, quality, momentum, and low volatility is assessed, with scores ranging from 1 to 99. A score of 99 indicates the highest exposure to a particular factor.
Additional Resources
- Research Links: The report provides links to additional resources, including lists of top Technology ETFs, High Momentum ETFs, Top Low Volatility ETFs, and High Fundamental Momentum ETFs.
- Validea's Role: Validea is an investment research service that analyzes stock performance based on strategies from renowned investors like Warren Buffett and Benjamin Graham, offering insights and model portfolios.
Disclaimer
- Author's Views: The opinions expressed in the report are those of the author and do not necessarily reflect the views of Nasdaq, Inc.
Is It Time to Increase Your Investment in Growth ETFs?
Market Volatility and Economic Outlook: The S&P 500 has experienced a 3.7% decline in November, but upgraded growth forecasts and strong earnings from AI adoption suggest a positive economic trajectory, with expectations for a Fed rate cut in December bolstering investor sentiment.
Performance of Growth vs. Value Indices: Over the past year, the S&P 500 Growth Index has significantly outperformed the S&P 500 Value Index, with returns of 18.86% compared to 1.83%, indicating a strong preference for growth stocks among investors.
Institutional Forecasts for S&P 500: Morgan Stanley and UBS have raised their forecasts for the S&P 500, predicting it will reach 7,800 and 7,500 by the end of 2026 and 2024, respectively, driven by strong corporate earnings and AI advancements.
Investor Inflows into Equity Funds: U.S. equity funds have seen consistent inflows, totaling $4.36 billion in the week ending Nov. 19, as investors focus on robust third-quarter earnings and overlook concerns about tech valuations.
Putting the Pieces Together: IUSG May Have a Value of $189
ETF Analysis: The iShares Core S&P U.S. Growth ETF (IUSG) has an implied analyst target price of $188.85, indicating a potential upside of 10.66% from its current trading price of $170.65.
Notable Holdings: Key underlying holdings with significant upside potential include Saia Inc (18.16% upside), Silicon Laboratories Inc (17.74% upside), and Parsons Corp (14.26% upside) based on their respective analyst target prices.
Market Sentiment: The disparity between current trading prices and analyst target prices raises questions about whether analysts are overly optimistic or if their targets are justified based on recent developments.
Investor Considerations: Investors are encouraged to conduct further research to assess the validity of analyst targets and the potential for price adjustments in light of market conditions.
Investor Explains Decision to Cash Out on Growth ETF While Maintaining Long-Term Optimism
Amplius Wealth's Share Sale: Amplius Wealth Advisors sold 75,079 shares of the iShares Core S&P U.S. Growth ETF (IUSG) for approximately $11.8 million, representing about 1% of its 13F assets under management, while retaining 43,598 shares valued at $7.2 million.
Portfolio Adjustment Strategy: The sale is part of a broader portfolio adjustment rather than a complete shift away from growth investing, as Amplius continues to hold significant positions in growth-oriented ETFs, including its flagship Amplius Aggressive Asset Allocation ETF (AAAA).
Market Performance Context: IUSG shares have increased by 24.5% over the past year, outperforming the S&P 500's nearly 17% rise, highlighting the fund's focus on U.S. growth equities and its diversified investment strategy.
Risk Management Approach: Amplius Wealth's adjustments signal a cautious approach to balancing risk after a strong equity rally, indicating a recalibration of risk levels while maintaining core growth allocations amidst rising valuations and elevated interest rates.
Projected 12-Month Target for IUSG by Analysts
ETF Analysis: The iShares Core S&P U.S. Growth ETF (IUSG) has an implied analyst target price of $179.84, indicating a potential upside of 10.64% from its current trading price of $162.54.
Notable Holdings: Key underlying holdings with significant upside potential include Commerce Bancshares Inc (CBSH), Crane NXT Co (CXT), and Belden Inc (BDC), with expected price increases of 16.26%, 14.74%, and 12.78% respectively based on analyst targets.
Projected Target Price for IUSG Analyst: $178
ETF Target Price Analysis: The iShares Core S&P U.S. Growth ETF (IUSG) has an implied analyst target price of $178.40, indicating a potential upside of 10.53% from its current trading price of $161.40.
Notable Holdings with Upside: Key underlying holdings such as Targa Resources Corp (TRGP), Equitable Holdings Inc (EQH), and Range Resources Corp (RRC) show significant upside potential, with target prices suggesting increases of 25.54%, 24.24%, and 24.20% respectively from their recent trading prices.
IUSG ETF Fundamental Analysis Report
iShares Russell 3000 Growth ETF (IUSG) Overview
- ETF Characteristics: The iShares Russell 3000 Growth ETF (IUSG) is categorized as a Large-Cap Momentum ETF, primarily focusing on growth-oriented investments.
- Sector Allocation: The largest sector represented in IUSG's portfolio is Technology, with Business Services being the most significant industry within that sector.
Factor Exposure Analysis
- Investment Factors: The ETF's exposure to major investing factors such as value, quality, momentum, and low volatility is assessed, with scores ranging from 1 to 99. A score of 99 indicates the highest exposure to a particular factor.
Additional Resources
- Research Links: The report provides links to additional resources, including lists of top Technology ETFs, High Momentum ETFs, Top Low Volatility ETFs, and High Fundamental Momentum ETFs.
- Validea's Role: Validea is an investment research service that analyzes stock performance based on strategies from renowned investors like Warren Buffett and Benjamin Graham, offering insights and model portfolios.
Disclaimer
- Author's Views: The opinions expressed in the report are those of the author and do not necessarily reflect the views of Nasdaq, Inc.
