Berkshire Hathaway Inc. - Ordinary Shares - Class B

JPMorgan Chase & Co

Exxon Mobil

Walmart

Johnson & Johnson

UnitedHealth Group

Bank of America

Chevron

Home Depot

Wells Fargo

iShares S&P 500 Value ETF

IVE tracks an index of primarily large-cap US stocks. The index uses three fundamental factors to select value stocks from the S&P 500 Index.

Avantis US Equity ETF

Dimensional US Equity ETF

SPDR Dow Jones Industrial Average ETF

iShares Core S&P 500 ETF

iShares Russell Top 200 ETF

Roundhill Magnificent Seven ETF

Invesco QQQ

Invesco Nasdaq 100 ETF

SPDR Portfolio S&P 500 ETF

SPDR Portfolio S&P 500 Growth ETF

SPDR Portfolio S&P 500 Value ETF

T Rowe Price Blue Chip Growth ETF

Direxion Daily Technology Bull 3x Shares

ProShares UltraPro QQQ

iShares MSCI USA Value Factor ETF

Vanguard S&P 500 ETF

Vanguard Growth ETF

My friend and industry veteran Dave Nadig used to call the exercise of interpreting ETF asset flows as “reading the tea leaves.” I have always loved that image because it suggests asset flows can be telling, but they are also open to interpretation.

Where ETF Investors Put Money to Work on Election Week

WisdomTree International Hedged Quality Dividend Growth Fund

iShares S&P 500 Growth ETF

Global X Lithium & Battery Tech ETF

SPDR S&P 600 Small Cap Growth ETF

The best growth ETFs offer exposure to higher-risk, higher-reward stocks while limiting the risk of a single stock torpedoing your returns.

6 Best Growth ETFs to Buy Now

If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the iShares S&P 500 Value ETF (IVE), a passively managed exchange traded fund launched on 05/22/2000.

Should iShares S&P 500 Value ETF (IVE) Be on Your Investing Radar?

TCW ARTIFICIAL INTELLIGENCE ETF

Avantis U.S. Small Cap Value ETF

WisdomTree Japan Hedged Equity Fund

Eaton Vance Floating-Rate ETF

American Century Focused Dynamic Growth ETF

iShares Russell 2000 Growth ETF

Parametric Equity Premium Income ETF

Global X U.S. Infrastructure Development ETF

I know many people have not looked at their portfolios or portfolio statements since the beginning of the summer (or perhaps longer). Upon review they might see the iShares S&P 500 Growth (IVW) was up approximately 25% for the year as of mid-September.

Positioning Equity Portfolios for Q4

iShares S&P 500 Value ETF invests in undervalued large U.S. companies, with a balanced sector allocation and low portfolio concentration. The fund's current valuation suggests a headline IRR potential of approximately 9%, indicating it is undervalued and worth holding. IVE is suitable for risk-averse investors, offering an affordable expense ratio of 0.18% and a diversified portfolio of 438 holdings.

IVE: U.S. Value Stocks Are Undervalued With An IRR Potential Of 9%

iShares Select Dividend ETF

ProShares S&P 500 Dividend Aristocrats ETF

SPDR S&P Dividend ETF

SPDR S&P 500 ETF Trust

It has been the highest dividend payers that have held up the best so far this month, while the no or low-yielders have fallen the most. Dividends don't impact total return much over short time frames, but they make a massive difference over the long term. There are plenty of ways to seek dividends, including a number of dividend-focused ETFs.

Dividend Histories Help

Innovator Equity Bond-Alternative ETF

ALPS Barron's 400 ETF

Cambria Core Equity ETF

iShares Core Dividend Growth ETF

iShares Russell 1000 Value ETF

iShares MSCI USA Quality Factor ETF

Invesco S&P 500 Quality ETF

Invesco S&P 500 Low Volatility ETF

iShares Edge MSCI Min Vol USA ETF

Vanguard Dividend Appreciation ETF

Vanguard Value ETF

Wall Street falters at the start of September. The weak trend is likely to continue, given that September is one of the market's historically worst months.

5 ETF Strategies to Survive a Historically Weak September

NEW YORK, NY / ACCESSWIRE / August 15, 2024 / Leading securities law firm Bleichmar Fonti & Auld LLP announces that a lawsuit has been filed against Five Below, Inc. (NASDAQ: IVE) and certain of the Company's senior executives. If you invested in Five Below, you are encouraged to obtain additional information by visiting https://www.bfalaw.com/cases-investigations/five-below-inc.

FIVE DEADLINE NOTICE: Five Below, Inc. Investors are Notified of September 30 Deadline in Securities Fraud Class Action Lawsuit - Contact BFA Law if You Lost Money (FIVE)

Vanguard Russell 1000 Value ETF

Vanguard S&P 500 Value ETF

James Glassman explains why he still has faith in investing in value stocks.

Why I'm Not Giving Up on Value Stocks

iShares U.S. Home Construction ETF

iShares Russell 2000 ETF

JPMorgan Active Small Cap Value ETF

SPDR S&P Regional Banking ETF

Amplify Junior Silver Miners ETF

ProShares Russell 2000 Dividend Growers ETF

SPDR SSGA US Small Cap Low Volatility Index ETF

iShares US Small Cap Value Factor ETF

Consumer Staples Select Sector SPDR Fund

Friday's disappointing jobs report has put a huge damper on economic sentiment for the moment. Goldman Sachs has bumped up the odds of a recession from 10% to 25% over the next 12 months.

The Great Rotation: Just Getting Started?

ALPS Equal Sector Weight ETF

Invesco S&P 100 Equal Weight ETF

SPDR Gold Trust

iShares Gold Trust

Invesco S&P 500 Equal Weight ETF

Aberdeen Standard Gold ETF Trust

With the rally in the market heavily driven by the technology sector, the need for investors to diversify becomes important. These ETFs can help investors to diversify beyond tech for broader market participation.

Should Investors Diversify From Technology? ETFs to Consider

IVE warrants a buy rating due to its strong historical performance of value stocks compared to growth, looking back at rolling 15-year periods over the past 97 years. While the S&P 500 Value has underperformed the broader S&P 500 index since roughly 2008, there are multiple indicators that a return to the long-term trend is likely. As a result of its holdings mix, IVE has a more attractive valuation with lower volatility metrics compared to broader S&P 500 Index funds.

IVE: History Points Towards An Opportunity In S&P 500 Value

iShares S&P 500 Value ETF weighs S&P 500 stocks based on their value characteristics. The IVE ETF is quite heavy in financials, but more balanced across sectors and holdings than its parent index. IVE has lagged the benchmark since inception, especially since 2020.

IVE: Value ETF Lagging The Market Since 2020

iShares U.S. Consumer Goods ETF

Simplify Interest Rate Hedge ETF

Global X Interest Rate Hedge ETF

FolioBeyond Rising Rates ETF

Vanguard Consumer Staples ETF

Federal Reserve Governor, Michelle Bowman, recently expressed a hawkish view regarding the future path of interest rates. Look into ETFs to secure your portfolio for any future uncertainties.

High Rates to Stay? Secure Your Portfolio With These ETFs

In a challenging market, I recommend a defensive strategy focused on quality stocks at deep-value prices. High S&P 500 valuations suggest subdued returns, emphasizing cautious investing. The AI-driven rally has skewed expectations, benefiting a few stocks. Despite early underperformance, I believe in the long-term potential of value investing based on historical trends. Focus on companies with strong fundamentals, consistent dividends, and growth potential. This approach offers stability and outperformance in a demanding investment landscape.

Buying Value The Smart Way - 3 Fantastic Dividend Stocks To Buy Now

Antero Midstream Partners

CME Group

Canadian Natural Resources

Franco-Nevada C

NVIDIA

Prologis

Texas Pacific Land Trust

In this article, I start by highlighting the importance of being aware of the impact of inflation on long-term returns in portfolios. The chart comparing the performance of growth and value stocks shows a steady downtrend since 2007, however, I believe this trend may be reversing. I recommend focusing on undervalued companies with strong fundamentals, inflation-resistant business models, and prioritizing dividends in order to position for potential long-term outperformance.

That One Important Chart Dividend Investors Need To Watch

Caterpillar

Cboe Global Markets

Danaher

Intercontinental Exchange

Rexford Industrial Realty

Republic Services

Union Pacific

Vici Properties

Waste Management

Zoetis

Short-term bonds currently yield more than stocks, indicating a shift in the investment environment. Investors should focus on companies with healthy balance sheets, pricing power, and that are trading below their fair value. We suggest several favorite wide-moat dividend businesses.

Suddenly, There's An Alternative - The Important Case For Wide Moat Dividend Stocks

iShares S&P 500 Value ETF is a passively managed ETF composed of large-cap US equities that meet certain liquidity and value metrics.

IVE: Solid Value ETF That Is A Bit Pricey

iShares PHLX Semiconductor ETF

Vanguard Energy ETF

The stock market can be overwhelmingly intimidating for many. It has been the artificial intelligence (AI) show in the past year or so, where many of the tech giants gained immensely in value.

Wall Street Favorites: 3 ETFs With Strong Buy Ratings for April 2024

Since October, Wall Street has been on a winning streak, defying concerns about various economic factors. However, although stocks wavered to start Q2, the Fed affirmed that the U.S. central bank will cut rates this year.

Should You Buy S&P 500 ETFs Now & Hold?

American Century U.S. Quality Growth ETF

Schwab US Dividend Equity ETF

Vanguard High Dividend Yield ETF

Contrary to the broad market view, Vanguard forecasts that the Federal Reserve may maintain steady rates this year, ruling out any anticipated interest rate cuts. Also, concerns about the economy facing a risk of an impending pullback create some uncertainty.

Predictions of a Steady Fed & Pullback? ETFs Capturing Attention

Schwab U.S. Large-Cap Value ETF

Inflation is running hotter than expected, sparking concerns about the Fed interest rates cut in June. The uncertainty has raised the appeal for value investing.

Top-Ranked Value ETFs to Buy Amid Uncertainty Around Rate Cut

iShares Bitcoin Trust

iShares Core Total USD Bond Market ETF

iShares S&P 100 ETF

US Treasury 3 Month Bill Etf

iShares Treasury Floating Rate Bond ETF

At the close of LSEG Lipper's fund-flows week, U.S. broad-based equity indices reported mixed to negative returns.

U.S. Weekly FundFlows Insight Report: Short/Intermediate Government And Treasury ETFs Post Largest Outflow On Record

iShares Core S&P Small Cap ETF

Vanguard Financials ETF

Real Estate Select Sector SPDR Fund

Consumer Discretionary Select Sector SPDR Fund

Given the current market environment, we have highlighted some investing strategies that could prove to be extremely beneficial for investors.

5 ETF Tactics for Your Portfolio in 2024

The iShares S&P 500 Value ETF is a passively managed fund that provides exposure to the large-cap value segment of the US equity market. Investing in value stocks can offer stable, long-term returns and a cushion against market downturns. IVE holds diversified holdings, including Berkshire Hathaway, JPMorgan Chase, Exxon Mobil, Johnson & Johnson, and UnitedHealth Group.

IVE: It's Value's Time Now

News for iShares S&P 500 Value ETF ETF (IVE)