IJR ETF Analysis: Core S&P Small-Cap | NYSE

Small Blend | NYSE, USA | Market Cap: 102.976m USD | 12M Return: 28.6% | Charts, Fundamentals & Technical Analysis

Small-Cap Stocks, U.S. Equities, Diversified, Index Tracking
Total Rating 73
Safety 64
Buy Signal 0.20
Small Blend
Category Rotation: -8.0
TER: 0.06%
AUM: 103B
Avg Turnover: 529M
Risk 3d forecast
Volatility18.1%
VaR 5th Pctl3.08%
VaR vs Median-5.56%
Reward TTM
Sharpe Ratio1.29
Rel. Str. IBD67.1
Rel. Str. Peer Group76.3
Character TTM
Beta1.034
Beta Downside1.130
Hurst Exponent0.522
Drawdowns 3y
Max DD28.02%
CAGR/Max DD0.50
CAGR/Mean DD2.36

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +1.2% 14
Feb -0.1% 2
Mar -1.9% 40
Apr -0.5% 17
May +1.1% 18
Jun +1.4% 15
Jul +1.3% 36
Aug -2.3% 29
Sep -4.5% 28
Oct -0.5% 20
Nov +2.5% 49
Dec -1.1% 20

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: IJR Core S&P Small-Cap

The iShares Core S&P Small-Cap ETF (IJR) is an exchange-traded fund designed to track the performance of small-capitalization stocks in the U.S. equity market, as measured by the S&P Small-Cap 600 Index, which is maintained by S&P Dow Jones Indices (SPDWI). The fund follows a passive index-tracking business model, investing at least 80% of its assets in the indexs component securities and instruments with similar economic characteristics. The remaining assets may be allocated to derivatives such as futures, options, and swaps, as well as cash and cash equivalents, providing flexibility for portfolio management and tracking efficiency.

Headlines to Watch Out For
  • Fed rate cuts reduce small-cap floating rate debt burden
  • US domestic GDP growth accelerates small-cap earnings outlook
  • Tariff uncertainty pressures small-cap profit margins
What is the price of IJR shares?

As of July 24, 2026, the stock is trading at USD 144.88 with a total of 5,198,056 shares traded. Over the past week, the price has changed by -1.55%, over one month by +1.48%, over three months by +7.19% and over the past year by +28.58%.

Current recommended Stop Loss: 142.60 (which is 1.6% or 1.2 ATR below the current price).

Is IJR a buy, sell or hold?

Core S&P Small-Cap has no consensus analysts rating.