Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
iShares S&P Small-Cap 600 Value ETF (IJS)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
07/29/2025: IJS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 9.1% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.21 | 52 Weeks Range 81.73 - 117.78 | Updated Date 06/29/2025 |
52 Weeks Range 81.73 - 117.78 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares S&P Small-Cap 600 Value ETF
ETF Overview
Overview
The iShares S&P Small-Cap 600 Value ETF (IJS) seeks to track the investment results of an index composed of small-capitalization U.S. equities that exhibit value characteristics. It targets companies in the S&P SmallCap 600 Index with high value scores, providing exposure to the small-cap value segment. The ETF invests in a diversified portfolio of value stocks.
Reputation and Reliability
iShares, a division of BlackRock, is a well-established and reputable ETF provider with a long track record of managing various ETF products.
Management Expertise
BlackRock has extensive experience and expertise in managing ETFs and index-tracking funds, leveraging a large team of investment professionals.
Investment Objective
Goal
To track the investment results of an index composed of small-capitalization U.S. equities that exhibit value characteristics.
Investment Approach and Strategy
Strategy: The ETF tracks the S&P SmallCap 600 Value Index.
Composition The ETF holds a basket of small-cap U.S. stocks identified as value stocks based on factors such as book value to price ratio, earnings to price ratio, and sales to price ratio.
Market Position
Market Share: IJS has a moderate market share within the small-cap value ETF segment.
Total Net Assets (AUM): 784847492
Competitors
Key Competitors
- VBR
- AVUV
- DFSV
Competitive Landscape
The small-cap value ETF segment is competitive. IJS offers exposure to the S&P SmallCap 600 Value Index, while competitors may track different value indices or employ different weighting methodologies. IJS benefits from the BlackRock's brand, but might be more expensive than other options.
Financial Performance
Historical Performance: Historical performance varies with market conditions. Data not directly provided, performance must be sourced.
Benchmark Comparison: The ETF's performance is generally compared to the S&P SmallCap 600 Value Index.
Expense Ratio: 0.25
Liquidity
Average Trading Volume
The ETF typically exhibits moderate trading volume, suggesting reasonable liquidity.
Bid-Ask Spread
The bid-ask spread is usually competitive but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and investor sentiment towards small-cap stocks can influence IJS's performance. Value stocks tend to perform better during periods of economic recovery.
Growth Trajectory
The growth trajectory depends on the overall performance of small-cap value stocks and investor demand for this investment style. No major changes to strategy/holdings.
Moat and Competitive Advantages
Competitive Edge
IJS leverages the strong brand and distribution network of BlackRock/iShares. Its investment strategy, focused on tracking the S&P SmallCap 600 Value Index, offers transparency and rules-based value exposure. The fund is diversified, mitigating company-specific risk. IJS provides a simple way to gain exposure to the small-cap value segment.
Risk Analysis
Volatility
Small-cap stocks are generally more volatile than large-cap stocks. Value stocks can be sensitive to interest rate changes and economic cycles.
Market Risk
The ETF is subject to market risk, including the risk of small-cap stocks underperforming during economic downturns.
Investor Profile
Ideal Investor Profile
IJS is suitable for investors seeking long-term capital appreciation through exposure to small-cap value stocks. It is appropriate for investors comfortable with the higher volatility associated with small-cap investing.
Market Risk
IJS can be suitable for both long-term investors and passive index followers who want exposure to the small-cap value segment.
Summary
The iShares S&P Small-Cap 600 Value ETF offers a cost-effective way to invest in a basket of small-cap value stocks, tracking the S&P SmallCap 600 Value Index. While its performance is subject to market risk and the volatility associated with small-cap investing, IJS provides diversification and exposure to a specific investment style. This ETF is better suited to investors with a long-term investment perspective and a tolerance for moderate volatility. Its popularity stems from the reputation of iShares and its ease of access to a particular market segment.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Website
- Morningstar
- ETFdb.com
- Stock Analysis
- Financial Times
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and past performance is not indicative of future results. Consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares S&P Small-Cap 600 Value ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its assets in the component securities of its underling index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
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.