Screened on the ledger · the tape above runs as of 23:26 UTC · 4 Sep · two dates, stated on purpose · verdict and workings shown in full · never trimmed
The Label · The Season, Not the Day
This name holds its accumulation label.
iShares Core S&P 500 ETF holds its Accumulation at $740.91. The statistical read favours the buyers, held for 20 days.
As held on the ledger ·
Phase
Accumulation
Quantitative state
The statistical read favours the buyers, held for 20 days
Price at the screen
$740.91
Valuation
0.00 trailing · 0.00 forward price to earnings
Values screen
Not scored
The Workings
Five Screens, Shown in Full
This security has not been fully scored against the values screen yet.
Test
Figure
Limit
What it means
Status
Business activity
Permissible
Core business clean
Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending.
Pass
Receivables
0.00%
Below 49%
Money owed to the company is 0.0% of assets, under the 49% limit.
Pass
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
What the Numbers Say It Is Worth
The Fair Value Range
Our framework reads AVOID
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Why it gives us pause
On our numbers, the price already runs ahead of the business.
The risks · The main risks here are ordinary market swings and the chance our fair-value read proves too optimistic.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
IVV trades on NYSE ARCA. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The framework has shifted from markdown to accumulation since the last review. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 11% above its long-term trend line with momentum reading overbought. Over the past year the shares are up 22%. Our forward projection puts the odds of a 10% gain over the next month near 9%.
2026-08-03Markdown · changed$740.91+0.0%Entry 4
The framework has shifted from accumulation to markdown since the last review. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 11% above its long-term trend line with momentum reading overbought. Over the past year the shares are up 22%. Our forward projection puts the odds of a 10% gain over the next month near 9%.
2026-07-18Accumulation$740.91+0.0%Entry 3
The framework reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 11% above its long-term trend line with momentum reading overbought. Over the past year the shares are up 22%. Our forward projection puts the odds of a 10% gain over the next month near 9%.
2026-07-03Accumulation$740.91+0.0%Entry 2
The framework reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns.
2026-07-02Accumulation$740.91Entry 1
The framework reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
The Political Ledger · Congressional Disclosures
Disclosures naming IVV
Date
Politician
Party
Type
Amount
27 May2026
John Boozman
Republican
sell
1K–15K
What Holding Actually Paid · Price Plus Dividends
If $1,000 had been placed · historical, not a promise
Period
Price then
Price return
Divs per share
$1,000 became
Total return
1 month
$742.75
-1.7%
·
$983
-1.7%
2 months
$682.62
+7.0%
·
$1,070
+7.0%
3 months
$667.17
+9.5%
$1.78
$1,097
+9.7%
6 months
$688.31
+6.1%
$4.20
$1,067
+6.7%
1 year
$598.61
+22.0%
$8.06
$1,234
+23.4%
2 years
$524.61
+39.2%
$15.81
$1,422
+42.2%
3 years
$414.66
+76.1%
$21.38
$1,813
+81.3%
5 years
$396.92
+84.0%
$33.95
$1,926
+92.6%
Historical returns from market close data. Past performance does not guarantee future results.
The Ledger's Promise
This entry now belongs to the ledger. Whatever IVV does next, these words stay.
iShares Core S&P 500 ETF · IVV · Accumulation · $740.91
Recorded · before the outcome · scored mechanically