IJT
IJT 1-star rating from Upturn Advisory

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

iShares S&P Small-Cap 600 Growth ETF (IJT) 1-star rating from Upturn Advisory
$137.68
Last Close (24-hour delay)
upturn advisory logo
PASS
  • BUY Advisory
  • SELL Advisory (Profit)
  • SELL Advisory (Loss)
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock price based on last close icon Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • 1Y
  • 1M
  • 1W

Upturn Advisory Summary

11/13/2025: IJT (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

Upturn 1 star rating for performance

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 15.2%
Avg. Invested days 63
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 3.0
ETF Returns Performance Upturn Returns Performance icon 3.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 11/13/2025

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

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

iShares S&P Small-Cap 600 Growth ETF

iShares S&P Small-Cap 600 Growth ETF(IJT) company logo displayed in Upturn AI summary

ETF Overview

overview logo 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 logo Reputation and Reliability

BlackRock is a reputable and reliable issuer, being the largest asset manager globally with a long track record of managing ETFs.

Leadership icon representing strong management expertise and executive team Management Expertise

BlackRock possesses extensive management expertise in ETFs, leveraging experienced portfolio managers and robust risk management systems.

Investment Objective

Icon representing investment goals and financial objectives 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 logo 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.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

Information icon warning about potential inaccuracies or hallucinations in Upturn AI-generated summaries 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.