(IJR) Core S&P Small-Cap - Overview
ETF Category: Small Blend | Exchange: NYSE (USA) | Market Cap: 103.489m USD | Total Return: 28.3% in 12m
Avg Turnover: 474M
Warnings
No concerns identified
Tailwinds
No distinct edge detected
The iShares Core S&P Small-Cap ETF (IJR) tracks the S&P SmallCap 600 Index, providing exposure to the small-capitalization segment of the U.S. equity market. The fund maintains a physical replication strategy by investing at least 80% of its assets in the underlying index constituents. To manage liquidity and tracking error, the fund may allocate up to 20% of its portfolio to derivatives, including futures, options, and swap contracts, as well as cash equivalents.
The small-cap sector typically includes companies with higher growth potential but greater volatility compared to large-cap equities. The S&P SmallCap 600 specifically applies financial viability criteria, requiring constituent companies to report positive earnings over recent quarters before inclusion. This methodology distinguishes the index from broader small-cap benchmarks that may include non-profitable speculative firms.
Investors can further evaluate these underlying fundamentals and valuation metrics by exploring the tools available on ValueRay. Since its inception in 2000, this ETF has served as a core building block for diversified portfolios seeking exposure to domestic small-blend equities.
- Interest rate cuts lower borrowing costs for debt-dependent small-cap firms
- Domestic economic growth accelerates revenue for US-focused small-cap constituents
- S&P 600 profitability requirements filter out lower-quality speculative small-cap stocks
- Small-cap valuation discounts relative to large-caps drive mean reversion capital flows
As of June 09, 2026, the stock is trading at USD 137.68 with a total of 3,122,191 shares traded.
Over the past week, the price has changed by -0.71%,
over one month by +0.03%,
over three months by +9.99% and
over the past year by +28.26%.
Core S&P Small-Cap has no consensus analysts rating.