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iShares Core S&P Small-Cap ETF(IJR)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IJR
11/12/2026: IJR (5-star) is currently NOT-A-BUY. Pass it for now.
IJR provides cost-efficient, broad exposure to U.S. small-cap companies by tracking the S&P SmallCap 600 index, which includes a profitability screen. Its primary strengths are its low expense ratio, high liquidity, and the quality of the index selection. It serves as an excellent vehicle for adding small-cap beta to a diversified portfolio. Investors should be aware of the inherent volatility and interest-rate sensitivity of the small-cap segment, which can underperform during economic downturns. It is best suited for long-term investors with a high risk tolerance.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Small-cap stocks are traditionally associated with higher growth potential over long-term investment horizons. |
| Momentum investor | Strong fit while signal remains positive | The fund can capture strong momentum in small-cap cycles when market sentiment favors domestic growth. |
| Value investor | Mixed fit | While it holds some value-oriented companies, the fund is a broad-market exposure and not specifically a value-factor vehicle. |
| Dividend/Income investor | Weak fit | Small-cap companies typically prioritize reinvestment over dividend payments, leading to lower yields compared to large-cap or income ETFs. |
| Low-risk investor | Weak fit | Small-cap equities are inherently more volatile and riskier than large-cap or broad-market alternatives. |
Investor Profile
Ideal Investor Profile
The ideal investor is an individual seeking long-term growth through exposure to small-cap U.S. equities and who has a high tolerance for market volatility.
Suitability
It is best suited for long-term investors or those using it as a tactical component in a well-diversified portfolio, rather than for active traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Small-cap stocks generally experience greater price swings compared to large-cap indices during market turbulence. |
| Market risk | Medium / high | The fund is fully exposed to systemic market fluctuations that impact the U.S. economy. |
| Concentration | Low | With 600 holdings, the fund is well-diversified and avoids single-stock dominance. |
| Tracking/expense | Low | The fund has a very low expense ratio and high tracking accuracy, minimizing cost drag. |
| Liquidity | Low | High trading volumes ensure that liquidity risk is minimal for most retail investors. |
| Business/sector quality | Medium | The S&P 600's profitability requirements filter out lower-quality businesses relative to non-screened indices. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
IJR typically exhibits higher beta than the S&P 500, leading to more pronounced moves in both directions.
Market Risk
The fund is primarily exposed to risks affecting small-cap companies, including higher sensitivity to economic cycles and credit availability.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Small-Cap Equities | 99.5 | This provides diversified exposure to smaller U.S. companies that may offer higher growth potential than large-cap stocks. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | Minor cash holdings are maintained for daily liquidity requirements and portfolio rebalancing. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 32.89% | Avg. Invested days 86 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/12/2026 |
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