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- Upturn Summary
- Fund Details
Upturn AI Summary
iShares S&P Small-Cap 600 Value ETF(IJS)
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 IJS
10/28/2026: IJS (2-star) is currently NOT-A-BUY. Pass it for now.
IJS provides targeted exposure to U.S. small-cap stocks that exhibit value characteristics, achieved through passive tracking of the S&P SmallCap 600 Value Index. Its primary strengths are its robust index methodology—which filters for profitable firms—and its high liquidity as part of the iShares platform. Investors typically use it as a component in a diversified portfolio to capture potential small-cap growth and the value premium. However, investors must be aware of its high volatility and sensitivity to economic conditions. It is best suited for long-term investors who can tolerate market cyclicality and seek exposure to smaller, undervalued U.S. companies.
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 | Weak fit | This fund focuses on value characteristics rather than the high-growth potential favored by growth investors. |
| Momentum investor | Mixed fit | Momentum investors may find opportunities during cyclical upturns, but the value mandate may lag during periods of strong growth-factor dominance. |
| Value investor | Strong fit | The fund is specifically designed to provide diversified exposure to small-cap stocks trading at attractive valuations. |
| Dividend/Income investor | Mixed fit | While not a dedicated dividend fund, many small-cap value companies do pay dividends, providing moderate income potential. |
| Low-risk investor | Weak fit | Small-cap equities are inherently volatile and generally unsuitable for investors seeking capital preservation. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant looking to tilt their portfolio toward small-cap value stocks for potential capital growth.
Suitability
Best suited for long-term investors using it as a tactical or satellite component for equity market diversification.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Small-cap stocks historically experience wider price swings than their large-cap counterparts. |
| Market risk | High | The fund is subject to the systemic risks of the U.S. equity market as a whole. |
| Concentration | Medium | The fund is diversified across many holdings, mitigating the impact of any single stock failure. |
| Tracking/expense | Low | The low expense ratio and efficient index tracking minimize the costs that erode long-term returns. |
| Liquidity | Low | High trading volumes ensure that investors can transact without significant slippage costs. |
| Business/sector quality | Medium | The S&P 600 requirement for profitability acts as a buffer, though small-cap companies remain more economically sensitive. |
Risk Analysis
Volatility
IJS experiences higher historical volatility compared to broad-market indices, typical of the small-cap asset class.
Market Risk
The fund is sensitive to U.S. systemic risks, including economic performance, interest rate changes, and investor risk appetite.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Small-Cap Equities | 99.5 | This provides broad exposure to smaller U.S. companies that are currently priced at a value relative to their fundamentals. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | A small residual cash position is maintained for liquidity and to manage daily fund flows. |
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 29.86% | Avg. Invested days 68 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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