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As of September 27, 2026, iShares Core S&P Small-Cap ETF (IJR) trades at $138.29. RSI at 19 is in oversold territory, and the price is below its 50-day average of $144.93.
iShares Core S&P Small-Cap ETF (IJR)
iShares Core S&P Small-Cap ETF NYSE
$138.29
0.5100 (0.37%)
At close: Sep 25, 4:00 PM EDT
AI Analyst Consensus
75 / 100
The iShares Core S&P Small-Cap ETF (IJR) offers broad exposure to the U.S. small-capitalization equity market, tracking the S&P SmallCap 600 Index. This passively managed ETF is designed as a core holding for investors seeking to participate in the performance of smaller U.S. businesses across various sectors. As of September 2026, IJR has demonstrated a year-to-date return of 20.80%, indicating positive performance in the current year. The fund's strategy focuses on providing diversified access to the small-cap universe, holding a large number of constituents to mitigate company-specific risk.
IJR Price Analysis
Market Metrics
Open
$138.20
Day Range
$137.47 to $138.85
Prev Close
$137.78
Volume
2.17M
52-Week Range
$112.00 to $150.69
Market Cap
$77.26B
IJR Fund Facts
iShares Core S&P Small-Cap ETF is a U.S. equity exchange-traded fund designed to provide broad exposure to small-capitalization companies in the American market. The fund seeks to track the S&P SmallCap 600 Index, offering access to a diversified portfolio of smaller U.S. businesses across sectors such as industrials, financials, health care, technology, and consumer discretionary.
Issuer
iShares
Category
Small Blend
Inception
May 22, 2000
Expense ratio
0.06%
Net assets
$109.25B
NAV
$142.68
Distribution yield
1.14%
YTD return
20.80%
Turnover
25.00%
Sector weights
Energy
6.2%
Utilities
1.8%
Healthcare
11.1%
Realestate
7.5%
Technology
14.8%
Industrials
15.3%
Trailing returns vs category
| Period | IJR | Category |
|---|---|---|
| YTD | 20.80% | 12.09% |
| 1 month | -0.60% | 10.38% |
| 3 months | 4.59% | 6.79% |
| 1 year | 24.01% | 35.62% |
| 3 years | 14.57% | 15.85% |
| 5 years | 6.85% | 6.59% |
| 10 years | 10.49% | 10.60% |
Fund reference data as of Sep 27, 2026. Expense ratio and net assets are reported by the fund; returns are total returns and can differ from price change.
IJR Analysis
AI Technical Analysis
At an RSI of 18.67, IJR is trading in oversold territory, suggesting potential for a short-term bounce. The ETF is currently trading below its 20-day and 50-day simple moving averages, at $141.18 and $144.93 respectively, indicating short-term weakness. However, IJR is trading above its 200-day simple moving average of $135.37, which suggests that the longer-term trend remains positive. The current price of $138.29 is 2.93% below its 200-day moving average, indicating a potential support level at this longer-term trend line.
ProTips
- Consider IJR as a core holding for U.S. small-cap exposure due to its low expense ratio and broad diversification.
- Monitor the ETF's performance relative to its category benchmark, as it has recently underperformed over the past year.
- Given the current oversold technical conditions, IJR may present a buying opportunity for investors with a longer-term horizon.
Market Outlook
The 6-12 month outlook for IJR is cautiously optimistic, contingent on a stabilization of its short-term technicals and continued strength in the broader U.S. small-cap market. While the ETF is currently oversold (RSI 18.67), its position above the 200-day moving average ($135.37) provides a foundation for potential recovery. A sustained move above the 50-day moving average ($144.93) would signal a stronger bullish trend. Investors should monitor sector rotation and macroeconomic factors that could influence small-cap performance.
Market Correlations
How this etf moves relative to other assets
Based on 1 year of daily price data. Correlations may vary over different time periods.
S&P 500 (SPY)
+0.82
Strong correlation
Nasdaq 100 (QQQ)
+0.73
Strong correlation
Bitcoin (BTC)
+0.35
Weak correlation
Gold (XAU)
+0.12
Weak correlation
Check Custom Correlation
How does any other asset move with IJR? One year of daily closes, Pearson correlation.
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Key Statistics
| Net Assets (Market Cap) | 77.26B |
|---|---|
| Yield | 1.24% |
| Day High | $138.85 |
| Day Low | $137.47 |
| 52 Week High | 150.69 |
| 52 Week Low | 112.00 |
The iShares Core S&P Small-Cap ETF holds 99.76% in stocks, with a significant concentration in Financial Services (17.78%), Industrials (15.26%), and Technology (14.79%). This diversification across key economic sectors aims to capture the growth potential of smaller U.S. companies. The fund's expense ratio is a low 0.07%, costing $6.00 per $10,000 invested, which is highly competitive for broad small-cap exposure. With net assets of $109.25 billion, IJR is a substantial and liquid ETF, making it a core holding for many portfolios.
Earnings & Growth Analysis
Its underlying holdings reflect the aggregate earnings trends of the U.S. small-cap sector. The sector's performance, as indicated by IJR's year-to-date return of 20.80%, suggests a generally positive earnings environment for smaller companies. Top sectors like Financial Services and Industrials are key drivers of this performance, implying that companies within these areas are contributing positively to the overall earnings picture of the S&P SmallCap 600 Index.
Key Risks
The primary risk for IJR lies in its concentration within specific sectors, particularly Financial Services and Industrials, which could be sensitive to economic downturns. Given its oversold RSI of 18.67, there is a risk of further short-term price declines before a potential recovery. Additionally, small-cap stocks are generally more volatile than their large-cap counterparts, making IJR susceptible to higher fluctuations during periods of market uncertainty.
Technical Indicators
| RSI (14) | 18.67 |
|---|---|
| MACD | -2.08 |
| SMA 50 | 144.93 |
| SMA 200 | 135.37 |
RSI
Oversold
SMA Cross
Bullish
Price vs SMA
Bearish
MACD
Bearish
Golden Cross in effect with the 50-day SMA ($144.93) above the 200-day SMA ($135.37), price is trading below the 50-day SMA, RSI at 18.7 suggests oversold conditions; potential bounce setup.
IJR Trade Plans
Specific entry, exit, and risk management levels
Select Your Trade Bias
Risk Tolerance
Conservative
2%
Aggressive
Portfolio Value
$
Position Size: Enter portfolio size →
Long entry pick an entry style
Conservative
$135.52
2% below current price (Pullback entry)
Lower risk, wait for pullback
Aggressive
$138.29
Buy at current price
Higher risk, immediate entry
Risk Management
STOP LOSS
$131.05
MAX LOSS
-3.3%
Volatility-Adjusted Stop Loss
Calculated based on RSI (18.7) and current market volatility
Profit Targets (Based on Conservative Entry)
TARGET 1
$142.30
+5% (Conservative)
+2.9% (Aggressive)
TARGET 2
$149.08
+10% (Conservative)
+7.8% (Aggressive)
TARGET 3
$155.85
+15% (Conservative)
+12.7% (Aggressive)
Consider scaling out: Take 50% profit at Target 1, 30% at Target 2, let 20% run to Target 3
Calculate Your Trade
ETF Investment Disclaimer
This AI-generated analysis of IJR is for educational purposes only and does not constitute investment advice. ETFs are subject to market risk including possible loss of principal. Performance depends on the underlying index or assets tracked. Read the fund prospectus before investing. Past performance does not guarantee future results. Generated on September 27, 2026.Growth of $10,000
A $10,000 investment in IJR in September 2016 would be worth about $22,435 today, compared with about $35,782 for the same investment in the S&P 500 benchmark.
Compare with Another Ticker
Monte Carlo Projection (10yr)
CleaRank's 10-year Monte Carlo simulation projects that a $10,000 investment in IJR today could grow to about $21,240 by 2036 in the base case, with a bull case near $53,846 and a bear case around $8,378. Projections are statistical simulations, not guarantees.
IJR ETF Price Prediction: 2030
CleaRank's simulation projects a price near $187 for IJR by 2030 in the base case, from $138 today (1.4x over 4 years). The downside path ends near $104. These are outcomes of a Monte Carlo simulation run on IJR's historical return distribution, not price targets, and they assume no dividends are reinvested.
| Year | Downside (10th pct) | Base case | Upside (90th pct) |
|---|---|---|---|
| 2027 | $111 | $149 | $200 |
| 2028 | $106 | $161 | $244 |
| 2029 | $104 | $173 | $289 |
| 2030 | $104 | $187 | $337 |
| 2031 | $104 | $202 | $389 |
| 2032 | $106 | $217 | $447 |
| 2033 | $108 | $234 | $510 |
| 2034 | $110 | $253 | $581 |
| 2035 | $113 | $272 | $658 |
| 2036 | $116 | $294 | $745 |
Method: 10,000 simulated price paths using IJR's historical volatility and drift, re-run daily. The base case is the median path; the two outer columns are the 10th and 90th percentile outcomes, which widen with time because uncertainty compounds. Simulations are not guarantees, and past volatility does not predict future returns. This is analysis, not investment advice.
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Frequently Asked Questions
What is the price prediction for IJR ETF in 2030?
Based on a Monte Carlo simulation, the median projected price for IJR in 2030 is $186.92. The simulation also indicates a downside price of $103.79 and an upside price of $336.64. These figures represent statistical outcomes and are not price targets or guarantees.
What is the expense ratio for the iShares Core S&P Small-Cap ETF?
The iShares Core S&P Small-Cap ETF has an expense ratio of 0.07%, which translates to a cost of $6.00 per $10,000 invested. This low cost is a key feature for investors seeking efficient access to the U.S. small-cap market.
What sectors does the iShares Core S&P Small-Cap ETF concentrate in?
The iShares Core S&P Small-Cap ETF is primarily concentrated in Financial Services (17.78%), Industrials (15.26%), and Technology (14.79%). It also holds significant exposure to Consumer Cyclical (13.18%) and Healthcare (11.08%) sectors.
How has the iShares Core S&P Small-Cap ETF performed against its category over the past year?
Over the past year, the iShares Core S&P Small-Cap ETF returned 24.01%, while its category returned 35.62%. This indicates that the fund underperformed its category benchmark over the last 12 months.
What are the key technical levels for IJR?
IJR is currently trading at $138.29, which is below its 20-day ($141.18) and 50-day ($144.93) moving averages, indicating short-term weakness. However, it remains above its 200-day moving average ($135.37), suggesting the long-term trend is still intact.
What is the dividend yield of the iShares Core S&P Small-Cap ETF?
The iShares Core S&P Small-Cap ETF has a dividend yield of 1.24% as of September 2026.
What is the overall health score of the iShares Core S&P Small-Cap ETF?
The iShares Core S&P Small-Cap ETF has a health score of 4, suggesting a relatively strong financial and operational standing.