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IJR

iShares Core S&P Small-Cap ETF (IJR)

$104.8

Delayed price

PASS

BUY Advisory
SELL Advisory (Profit)
SELL Advisory (Loss)

Profit
Loss
Pass (Skip investing)

Time period over

ALL
YEAR
MONTH
WEEK

Upturn Advisory Summary

04/01/2025: IJR (2-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

AI Based Fundamental Rating

Moderate Performance

These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.

Analysis of Past Performance

Type ETF

Historic Profit -0.15%

Avg. Invested days 53

Today’s Advisory PASS

Upturn Star Rating

Upturn Advisory Performance

3.0

ETF Returns Performance

1.0

Profits based on simulation

Last Close 04/01/2025

Key Highlights

Volume (30-day avg) 4985322	Beta 1.14	52 Weeks Range 99.80 - 127.03	Updated Date 04/2/2025
52 Weeks Range 99.80 - 127.03	Updated Date 04/2/2025

Upturn AI SWOT

iShares Core S&P Small-Cap ETF

ETF Overview

Overview

The iShares Core S&P Small-Cap ETF (IJR) seeks to track the investment results of the S&P SmallCap 600 Index, which represents small-cap companies in the U.S. equity market. It offers broad exposure to this segment, providing diversification and potential growth.

Reputation and Reliability

BlackRock is a leading global asset manager with a strong reputation and extensive track record in managing ETFs.

Management Expertise

BlackRock has a dedicated team of experienced investment professionals managing its ETF portfolios.

Investment Objective

Goal

To track the investment results of the S&P SmallCap 600 Index.

Investment Approach and Strategy

Strategy: IJR employs a replication strategy, meaning it invests in all or substantially all of the securities in the S&P SmallCap 600 Index in approximately the same proportions as the index.

Composition The ETF primarily holds stocks of small-cap companies in various sectors within the U.S. market.

Market Position

Market Share: IJR has a significant market share within the small-cap ETF category.

Total Net Assets (AUM): 73562000000

Competitors

Key Competitors

Vanguard Small-Cap ETF (VB)
Schwab U.S. Small-Cap ETF (SCHA)
SPDR Portfolio S&P 600 Small Cap ETF (SPSM)

Competitive Landscape

The small-cap ETF market is competitive, with several providers offering similar products. IJR's large AUM provides economies of scale. VB has a lower expense ratio. SCHA is another low-cost option. SPSM aims to track the same index.

Financial Performance

Historical Performance: Historical performance varies with market conditions; refer to IJR's fact sheet for specific returns over different time periods.

Benchmark Comparison: IJR's performance is closely aligned with the S&P SmallCap 600 Index.

Expense Ratio: 0.06

Liquidity

Average Trading Volume

IJR exhibits high liquidity with a robust average daily trading volume.

Bid-Ask Spread

IJR typically has a tight bid-ask spread, reflecting its high liquidity.

Market Dynamics

Market Environment Factors

Economic growth, interest rates, and investor sentiment towards small-cap stocks all influence IJR's performance.

Growth Trajectory

IJR's growth is tied to the overall performance and growth of the small-cap market segment.

Moat and Competitive Advantages

Competitive Edge

IJR's competitive edge lies in its low expense ratio, high liquidity, and strong brand recognition from BlackRock. It provides broad exposure to the S&P SmallCap 600 Index, making it a convenient and cost-effective option for investors seeking small-cap exposure. BlackRock's extensive resources and expertise contribute to the ETF's stability and reliability. Its tradability benefits investors.

Risk Analysis

Volatility

Small-cap stocks are generally more volatile than large-cap stocks, resulting in higher volatility for IJR.

Market Risk

IJR is subject to market risk, including the potential for declines in the value of its holdings due to economic downturns or other market events.

Investor Profile

Ideal Investor Profile

IJR is suitable for investors seeking exposure to the U.S. small-cap equity market for diversification or growth potential.

Market Risk

IJR is suitable for long-term investors who understand the risks associated with small-cap investing.

Summary

The iShares Core S&P Small-Cap ETF (IJR) provides broad exposure to the U.S. small-cap market by tracking the S&P SmallCap 600 Index. Managed by BlackRock, it offers a cost-effective and liquid way to access this asset class. While offering growth potential, small-cap stocks inherently carry more volatility. IJR is best suited for long-term investors with a higher risk tolerance and who understand the fluctuations of the small-cap market.

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Sources and Disclaimers

Data Sources:

iShares Website
S&P Dow Jones Indices Website
Morningstar
Company Filings

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market conditions can change, and investment decisions should be made based on individual circumstances and risk tolerance.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About iShares Core S&P Small-Cap ETF

Exchange NYSE ARCA	Headquaters -
IPO Launch date -	CEO -
Sector -	Industry -	Full time employees -	Website
Full time employees -	Website

The index measures the performance of the small-capitalization sector of the U.S. equity market, as determined by SPDJI. The fund generally will invest at least 80% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.

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Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.