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- Upturn Summary
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Upturn AI Summary
iShares S&P Small-Cap 600 Growth ETF(IJT)
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 IJT
10/28/2026: IJT (2-star) is currently NOT-A-BUY. Pass it for now.
The iShares S&P Small-Cap 600 Growth ETF (IJT) provides targeted exposure to U.S. small-cap companies that demonstrate growth characteristics, using an index methodology that includes essential profitability screens. The fund is highly liquid, cost-effective, and backed by BlackRock, making it a reliable tool for growth-oriented investors. It serves as a core small-cap holding, though it carries higher volatility and market risk compared to large-cap equities. Investors should monitor U.S. interest rate trends and economic cycles, as these factors significantly influence the fund's performance; it is most appropriate for those with a long-term time horizon and a higher 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 | The fund specifically targets small-cap companies with growth profiles, aligning perfectly with growth-focused objectives. |
| Momentum investor | Strong fit while signal remains positive | The index methodology naturally selects stocks showing positive growth trends, which often captures momentum as well. |
| Value investor | Weak fit | This fund focuses on growth metrics, which generally results in higher price-to-earnings ratios than value-oriented funds. |
| Dividend/Income investor | Weak fit | Growth-oriented small-cap companies typically reinvest earnings rather than paying significant dividends. |
| Low-risk investor | Weak fit | Small-cap equities are inherently volatile and generally unsuitable for those prioritizing capital preservation. |
Investor Profile
Ideal Investor Profile
Investors seeking long-term capital appreciation through small-cap exposure and willing to tolerate above-average market volatility.
Suitability
Best suited for long-term investors looking for a growth-factor tilt within their small-cap equity allocation.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Small-cap stocks are historically more sensitive to market swings than large-cap counterparts. |
| Market risk | High | The fund is subject to systemic economic risks that affect the broader equity markets. |
| Concentration | Medium | While diversified across 600 stocks, the concentration in small-cap growth can expose investors to specific sector rotations. |
| Tracking/expense | Low | The fund's passive management and low expense ratio result in minimal tracking error relative to its benchmark. |
| Liquidity | Medium | While the ETF is liquid, the underlying small-cap stocks can occasionally face liquidity issues during severe market stress. |
| Business/sector quality | Medium | Smaller businesses may have less stable earnings compared to large, established multinational corporations. |
Risk Analysis
Volatility
IJT exhibits higher historical volatility compared to large-cap indices, typical of the small-cap asset class.
Market Risk
The fund is heavily exposed to the idiosyncratic risks of 600 small companies and the macro environment affecting U.S. small-cap valuations.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Small-Cap Equities | 99.5 | Provides targeted exposure to smaller, potentially high-growth domestic companies that are often overlooked by large-cap indices. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | Represents minor residual cash held for operational purposes and rebalancing activity. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 21.18% | Avg. Invested days 69 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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