iShare Model Updates
Published: August 13, 2020
This content is for informational purposes only. This should not be construed as solicitation. The general public should consult their financial advisor for additional information related to investment decisions.
There are no changes to any of the iShares models this week.

Weekly Updates: No changes. 

 

iShares Sector Rotation Model ISHRSECT

ETF Name Symbol DWA Suggested Weighting Yield Date Added
iShares NASDAQ Biotech ETF IBB 11.111% 0.2315 03/25/2020
iShares North American Natural Resources ETF IGE 11.111% 6.1810 05/06/2020
iShares Expanded Tech Sector ETF IGM 11.111% 0.4220 03/04/2009
iShares North American Tech-Software ETF IGV 11.111% 0.4280 11/07/2007
iShares U.S. Consumer Services ETF IYC 11.111% 0.8430 04/28/2010
iShares U.S. Healthcare ETF IYH 11.111% 1.1360 04/22/2020
iShares U.S. Industrial ETF IYJ 11.111% 1.2300 02/09/2011
iShares U.S. Tech. ETF IYW 11.111% 0.6740 03/04/2009
iShares PHLX Semiconductor ETF SOXX 11.111% 1.0180 06/18/2014

 

 

 

iShares Tactical Model ISHRTACTICAL

ETF Name Symbol DWA Suggested Weighting Yield Date Added
iShares NASDAQ Biotech ETF IBB 12.500% 0.2315 04/15/2020
iShares North American Tech-Software ETF IGV 12.500% 0.4280 01/27/2016
iShares U.S. Consumer Services ETF IYC 12.500% 0.8430 04/29/2010
iShares U.S. Oil & Gas Exploration & Production ETF IEO 12.500% 3.0210 06/10/2020
iShares U.S. Oil Equip. & Svcs. ETF IEZ 12.500% 3.8280 05/27/2020
iShares U.S. Medical Devices ETF IHI 12.500% 0.2840 01/20/2016
iShares U.S. Home Construction ETF ITB 12.500% 0.4350 05/20/2020
iShares PHLX Semiconductor ETF SOXX 12.500% 1.0180 08/28/2019

 

 

iShares International Model ISHRINTL

ETF Name Symbol DWA Suggested Weighting Yield Date Added
iShares MSCI Switzerland ETF EWL 20.000% 1.4930 03/11/2020
iShares MSCI Netherlands ETF EWN 20.000% 0.9220 03/04/2020
iShares MSCI Taiwan ETF EWT 20.000% 2.2540 12/04/2019
iShares MSCI New Zealand ETF ENZL 20.000% 2.6135 05/22/2019
iShares Dow Jones U.S. ETF IYY 20.000% 1.5030 08/29/2018

 

 

iShares Fixed Income Model ISHRFIXED

ETF Name Symbol DWA Suggested Weighting Yield Date Added
iShares Long-Term Corporate Bond ETF IGLB 20.000% 3.3520 07/22/2020
iShares International High Yield Bond ETF HYXU 20.000% 1.1640 07/29/2020
IShares Emerging Markets High Yield Bond ETF EMHY 20.000% 5.7730 05/27/2020
iShares iBoxx $ Investment Grade Corp. Bond ETF LQD 20.000% 2.8820 07/01/2020
iShares Preferred & Income Securities ETF PFF 20.000% 5.4681 04/15/2020

 

Back to report

DISCLOSURE

**Unless otherwise stated, the performance numbers herein are based on price returns and do not include dividends or all transaction costs. Past performance is not indicative of future results. Potential for profits is accompanied by possibility of loss. BlackRock sponsors the Dorsey Wright iShares ETF Models. However, analysis, models and recommendations are created and provided solely by Dorsey, Wright & Associates (Dorsey Wright). Neither BlackRock, BlackRock Advisors and its affiliates, nor SEI Investments Distribution Co. or its affiliates (SEI) are affiliated with Dorsey Wright. Neither BlackRock nor SEI provides investment advice or recommendations regarding any security, fund or market. Analysis, models and recommendations should not be considered an offer to purchase or sell, or a solicitation of an offer to buy or purchase any security, including iShares. The examples presented do not take into consideration commissions, tax implications, or other transactions costs. No individual risk management tools are used in maintaining this model. This model may not be suitable for all investors. As the investment professional making the final decision with respect to allocations, remember to adhere to NASD Rules 2090 and 2111 (formerly NYSE Rule 405, Know Your Customer). The percentage of the portfolio devoted to any iShares strategy, as well as final individual weightings are at the sole discretion of the financial advisor and not Dorsey, Wright & Associates, BlackRock or SEI Investments Distribution Co. or its affiliates (SEI) . If you are not familiar with the Point & Figure methodology, we suggest you read "Point & Figure Charting, 4th Edition" by Thomas J. Dorsey or visit the PnF University at www.dorseywright.com. If you are not familiar with the iShares products, or Exchange Traded Funds (ETFs), we suggest you visit www.ishares.com for more information.