Using ETFs for (US) tax loss harvesting [a joint video with iShares/BlackRock]

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Presented by

Daniel Prince, CFA, US Head of iShares Product Consulting, BlackRock

About this talk

Discover the benefits of using ETFs for (US) tax loss harvesting. This strategy involves selling stocks or funds at a loss to offset gains and up to $3,000 in income, while staying invested through ETFs, adhering to IRS wash sale rules. Tax loss harvesting isn't about exiting the market, but finding opportunities. Staying invested allows participation in potential market gains, as seen in 2023 when US equities surged by 14% in the last two months. In this short video, Daniel Prince, CFA, explains how you can avoid missing out by sticking to your plan and considering ETFs like IWF (iShares Russell 1000 Growth ETF) for exposure to growth-oriented stocks or funds, or IWD (iShares Russell 1000 Value ETF) for exposure to value stocks or funds. *** Please note: iShares ETFs are not sponsored, endorsed, issued, sold or promoted by FTSE Russell or LSEG. Nor do FTSE Russell or LSEG make any representation regarding the advisability of investing in any of the products. iShares is not affiliated to FTSE Russell or LSEG. ***
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