iShares Core S&P U.S. Value ETF [IUSV] Stock Forecast

Launched on 07/24/2000, the iShares Core S&P U.S. Value ETF (IUSV) is a smart beta exchange traded fund offering broad exposure to the Style Box - All Cap Value category of the market.

The general idea behind the value factor is that a diversified portfolio of fundamentally cheap stocks should outperform over the long term. Since January 2017, the iShares Core S&P U.S. Value ETF has tracked the S&P 900 Value Index and provides transparent exposure to the well-researched value premium.

Smart Beta ETF report for IUSV

Fed Chair Jerome Powell turned hawkish and opened the door to a half-point rate hike in March. Investors should focus on areas/sectors that will benefit the most from the Fed?

IWD and IUSV track the S&P 900 Value Index and the Russell 1000 Value Index. Over the last ten years, IUSV has outperformed by 23% with marginally higher volatility. However, I expect that will change going forward. S&P Value Indices are less value-oriented after last year's rebalancings, demonstrated by Microsoft and Amazon listed as IUSV's #1 and #3 holdings.

IUSV and QDF trade with an outsized volume on Friday.

Smart Beta ETF report for IUSV

IUSV invests in 700+ large and mid-cap companies with value characteristics. Its 3 heaviest sectors are healthcare, financials and industrials.

Investors should focus on areas/sectors that will benefit the most from the Fed's tightening policy.

The upheavals in the stock markets are likely to persist as the monetary landscape undergoes tectonic shifts. Even the value strategy which worked so well is showing signs of weakness.