iShares Core S&P Small-Cap ETF (IJR)

105.96
Delayed Data
As of Aug 18
 +0.91 / +0.87%
Today’s Change
88.53
Today|||52-Week Range
121.45
-7.47%
Year-to-Date

Investment Objective

The investment seeks to track the investment results of the S&P SmallCap 600 Index composed of small-capitalization U.S. equities. The index measures the performance of the small-capitalization sector of the U.S. equity market, as determined by SPDJI. 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.

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Performance

1 month+12.71% 3 years+13.22%
3 months+5.28% 5 years+10.88%
1 year-1.95% Since inception+10.01%
Data through 08/18/2022

Quote Details

Previous close$105.05
Open day’s range104.88 – 106.11
Net asset value (NAV)105.04 (08/17/2022)
Daily volume1,970,013
Average volume (3 months)4,596,652
Data as of 4:00pm ET, 08/18/2022

Peer Comparisonvs. Small blend ETFs

 IJRCategory
Performance 5-yr return+10.88%+5.58%
Expense Gross exp ratio0.06%0.99%
Risk 5 year sharpe ratio0.450.39
Net assets$68.1B$1.8B
Average market cap$1.9B$4.3B
Average P/E11.214.4
Dividend / Share--0.10%

Competitors

JMEE JPMorgan Market Expansion Enhanced Equit...
VB Vanguard Small-Cap Index Fund ETF Shares
SMMD iShares Russell 2500 ETF

Holdings

Top 5 Sectors
Portfolio weighting
Financial service 18.61%
Industrial materials 13.98%
Hardware 11.40%
Healthcare 11.00%
Consumer service 10.90%
Top 10 Holdings
Portfolio weighting
-- 1.38%
ADC Agree Realty Corp0.65%
UFPI Ufp Industries Inc0.62%
EXLS Exlservice Holdings Inc0.60%
LNTH Lantheus Holdings Inc0.57%
EXPO Exponent Inc0.56%
ROG Rogers Corp0.54%
SM SM Energy Co0.54%
AMN AMN Healthcare Services Inc0.54%
HP Helmerich and Payne Inc0.52%