Two Strategies to Take Advantage of the Small-Cap Rally
With small-cap stocks having a good year in 2026, we offer suggestions for finding and analyzing undervalued small caps via two different approaches.
Charles Rotblut
Stock Evaluator: iShares Trust - iShares Core S&P 500 ETF (IVV)
1,101 followersiShares Trust - iShares Core S&P 500 ETF IVV
$775.35
6.54
0.85%
September 3, 2026 11:16:15 AM
EST
Volume: 723,249
After Hours: $120.37
0.15
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0.12%
November 10, 2021 7:59 PM
EST
Volume: 72,713
USD
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COMPANY SUMMARY
iShares Trust - iShares Core S&P 500 ETF is an exchange traded fund launched by BlackRock, Inc. It is managed by BlackRock Fund Advisors. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of large-cap companies. It seeks to track the performance of the S&P 500 Index, by using representative sampling technique. iShares Trust - iShares Core S&P 500 ETF was formed on May 15, 2000 and is domiciled in the United States.
Commentary & Analysis
Trump Accounts: Key Rules to Know Before You Contribute
The positives and caveats to consider with the new Trump Accounts.
Charles Rotblut
Discovering Growth Beyond the Headlines
Two growth investing strategies emphasize sustainable metrics, valuation awareness and avoiding glamour stocks.
John Bajkowski, Cynthia McLaughlin, Dan Boyle
Three Ways to Diversify From a Top-Heavy S&P 500
The high level of concentration in the S&P 500 continues to drive its performance and distorts how the index and its typical constituent are performing.
Charles Rotblut
May Charts of Interest: What's Driving This Spring's Rally
This month’s charts of interest discusses the market’s recent jump, the rise in inflation and the tightening (AI) race.
Charles Rotblut
Financial Summary
| Share Statistics | IVV | Industry Median |
Percentile (All Stocks) |
|
| Market Cap (Mil) | $882,017.3 | na | 100% |
|
| Shares Out (Mil) | 1,102.3 | na | 94% |
|
| Institutional Ownership | na | na | na |
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| Float (Mil) | na | na | na |
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| Beta | 1.01 | na | 61% |
|
| Avg Daily Volume (000s) | 6,065 | na | 94% |
|
| Price Change (52-week) |
19.5% | na | 63% |
|
| Growth | IVV | Industry Median |
Percentile (All Stocks) |
|
| Sales (5yr) | 17.2% | na | 77% |
|
| Net Income (5yr) | 54.1% | na | 95% |
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| EPS (5yr) | 42.2% | na | 90 |
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| Dividends (5yr) | 3.4% | na | 99% |
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| Cash Flow (5yr) | na | na | na |
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| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
|
| # of Estimates | na | na | na | |
| Current EPS | na | na | na | |
| Month Ago EPS | na | na | na | |
| # Rev Up | na | na | na | |
| # Rev Down | na | na | na | |
| Three Months Ago EPS | na | na | na | |
| Year/Year Chg | na | na | na | |
| Financials | IVV | Industry Median |
Percentile (All Stocks) |
|
| Sales (TTM) (Mil) | $8,266 | na | 81% |
|
| Net Income (TTM) (Mil) | $99,299 | na | 100% |
|
| EPS (TTM) | $90.088 | na | 100% |
|
| Operating Cash Flow (TTM) (Mil) | na | na | na |
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| Net Cash Flow (TTM) (Mil) | na | na | na |
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| Long-Term Debt (Q1) (Mil) | $0 | na | 0% |
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| Enterprise Value (Q1) (Mil) | $857,399 | na | 100% |
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| Valuation | IVV | Industry Median |
Percentile (All Stocks) |
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| P/B | 1.18 | na | 28% |
|
| P/E | 8.5 | na | 11% |
|
| Dividend Yield | 1.0% | na | 67% |
|
| PEG (5yr hist) | 0.2 | na | 8% |
|
| Ratios | IVV | Industry Median |
Percentile (All Stocks) |
|
| Gross Margin | 100.0% | na | 96% |
|
| Net Margin | na | na | na |
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| ROA | 18.6% | na | 96% |
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| ROE | 18.7% | na | 77% |
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| Liabilities to Assets | 0.1% | na | 0% |
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| F-Score | 3 | na | 18% |
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iShares Trust - iShares Core S&P 500 ETF did not pass any screens on 9/2/2026.
