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iShares S&P Small-Cap 600 Growth ETF (IJT)

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Upturn Advisory Summary
11/13/2025: IJT (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 15.2% | Avg. Invested days 63 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |
Key Highlights
Volume (30-day avg) - | Beta 1.14 | 52 Weeks Range 107.14 - 151.03 | Updated Date 06/29/2025 |
52 Weeks Range 107.14 - 151.03 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares S&P Small-Cap 600 Growth ETF
ETF Overview
Overview
The iShares S&P Small-Cap 600 Growth ETF (IJT) seeks to track the investment results of an index composed of small-capitalization U.S. equities that exhibit growth characteristics. It focuses on the growth segment of the small-cap market. The fund primarily invests in stocks. Its investment strategy is to replicate the S&P SmallCap 600 Growth Index.
Reputation and Reliability
BlackRock is a reputable and reliable issuer, being the largest asset manager globally with a long track record of managing ETFs.
Management Expertise
BlackRock possesses extensive management expertise in ETFs, leveraging experienced portfolio managers and robust risk management systems.
Investment Objective
Goal
To track the investment results of the S&P SmallCap 600 Growth Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the S&P SmallCap 600 Growth Index, representing the growth portion of the small-cap market.
Composition The ETF holds a portfolio of U.S. small-cap stocks identified as having growth characteristics, such as high earnings growth and price momentum.
Market Position
Market Share: IJT has a significant market share within the small-cap growth ETF segment, although exact figures fluctuate and are difficult to pinpoint without real-time data.
Total Net Assets (AUM): 2330000000
Competitors
Key Competitors
- Vanguard S&P Small-Cap 600 Growth ETF (VOT)
- Schwab U.S. Small-Cap Growth ETF (SCHA)
Competitive Landscape
The small-cap growth ETF market is competitive, with IJT, VOT, and SCHA being major players. IJT benefits from BlackRock's brand recognition and liquidity, while VOT often offers lower expense ratios. SCHA provides a cost-effective alternative. IJTu2019s size allows for greater liquidity but can sometimes hinder outperformance compared to smaller, more nimble funds. IJT focuses more on growth factors than its peers.
Financial Performance
Historical Performance: Historical performance data, including returns over 1-year, 3-year, 5-year, and 10-year periods, can be obtained from financial data providers. This performance varies based on market conditions.
Benchmark Comparison: The ETFu2019s performance is typically compared against the S&P SmallCap 600 Growth Index to assess its tracking efficiency.
Expense Ratio: 0.17
Liquidity
Average Trading Volume
The ETF exhibits good liquidity, indicated by its high average trading volume.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the ETF's strong liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and investor sentiment towards small-cap stocks influence the ETF's performance. Sector-specific trends within the small-cap universe also play a crucial role.
Growth Trajectory
The ETF's growth trajectory mirrors the performance of its underlying index. Changes to its strategy and holdings are disclosed in its prospectus and periodic reports.
Moat and Competitive Advantages
Competitive Edge
IJT benefits from the robust infrastructure and reputation of BlackRock, offering investors confidence in its management. The ETF's size and liquidity make it attractive for institutional investors. IJT's strict adherence to the S&P SmallCap 600 Growth Index ensures consistent exposure to the growth characteristics within the small-cap market. This consistency can be attractive to investors seeking passive exposure.
Risk Analysis
Volatility
Small-cap stocks are generally more volatile than large-cap stocks, resulting in higher volatility for IJT.
Market Risk
The ETF is exposed to market risk, including fluctuations in stock prices and economic downturns, particularly affecting small-cap companies.
Investor Profile
Ideal Investor Profile
Investors seeking growth-oriented exposure to the U.S. small-cap market are ideal candidates for this ETF. It's suitable for those willing to tolerate higher volatility for potentially higher returns.
Market Risk
IJT is more suitable for long-term investors with a higher risk tolerance rather than active traders seeking short-term gains.
Summary
The iShares S&P Small-Cap 600 Growth ETF offers exposure to the growth segment of the U.S. small-cap market through tracking the S&P SmallCap 600 Growth Index. BlackRock's backing provides reliability, though higher volatility is inherent in small-cap investments. It suits long-term growth investors willing to accept moderate-to-high risk. Competition in the small-cap growth ETF space necessitates evaluating fees and tracking differences.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares Official Website
- Morningstar
- ETF.com
Disclaimers:
The data and analysis provided are 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.
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 Growth ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index measures the performance of the small-capitalization growth sector of the U.S. equity market. 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.

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.
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