IVW Forecast + Trading Strategies


Bullish Case: IVW has a positive historical return surface, indicating strong growth potential. The HeliumTrades AI price forecast is +0.25%, and IVW is currently 11% higher from ninety days ago, showing strong recent performance.


Bearish Case: IVW’s implied volatility is relatively high, suggesting increased risk. A significant volume of put options indicates negative sentiment. Market and helium forecast show elevated uncertainty.


Potential Outcomes:

1. Slight upward trend continuation (~40%) due to positive historical performance.

2. Increased volatility (~30%) causing price swings.

3. Downside risk (~30%) considering high put option volume and current market volatility.


Trading Oracle: Consider a 49-day bearish put ratio spread (buy 2 $93.0 puts, sell 1 $92.0 put). High recent put volume and market volatility favor this approach. Alpha-rich with +12% annual return historically, effective risk-reward profile.


July 01, 2024


BlackRock Institutional Trust Company N.A. - iShares S&P 500 Growth Forecast

IVW      BlackRock Institutional Trust Company N.A. - iShares S&P 500 Growth











Correlated Assets

Assets that tend to move strongly with IVW



ETRN Forecast + Options Trading Strategies   ETRN  Equitrans Midstream (0.91)


XLE Forecast + Options Trading Strategies   XLE  Energy Select Sector SPDR (0.4)


VFC Forecast + Options Trading Strategies   VFC  VF (-0.69)


LI Forecast + Options Trading Strategies   LI  Li Auto (-0.72)



Uncorrelated Assets

Assets with little price relationship to IVW



XLE Forecast + Options Trading Strategies   XLE  Energy Select Sector SPDR (0.4)


VFC Forecast + Options Trading Strategies   VFC  VF (-0.69)


LI Forecast + Options Trading Strategies   LI  Li Auto (-0.72)


ETRN Forecast + Options Trading Strategies   ETRN  Equitrans Midstream (0.91)



Anticorrelated Assets

Assets that tend to move strongly against IVW



ETRN Forecast + Options Trading Strategies   ETRN  Equitrans Midstream (0.91)


XLE Forecast + Options Trading Strategies   XLE  Energy Select Sector SPDR (0.4)


VFC Forecast + Options Trading Strategies   VFC  VF (-0.69)


LI Forecast + Options Trading Strategies   LI  Li Auto (-0.72)





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