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As of October 11, 2026, iShares Core S&P Small-Cap ETF (IJR) trades at $137.55. RSI at 42 is in neutral territory, and the price is below its 50-day average of $143.34.
iShares Core S&P Small-Cap ETF (IJR)
iShares Core S&P Small-Cap ETF NYSE
$137.55
0.2400 (0.17%)
At close: Oct 9, 4:00 PM EDT
AI Analyst Consensus
55 / 100
iShares Core S&P Small-Cap ETF (IJR) offers broad exposure to the U.S. small-cap equity market, tracking the S&P SmallCap 600 Index. The fund's strategy is to provide a passively managed, rules-based approach to this segment of the market, holding a large number of constituents to diversify company-specific risk. As a core building block for portfolios, IJR aims to capture the performance of smaller U.S. businesses across various sectors. The ETF's current price action shows it trading below its 50-day and 20-day moving averages, suggesting some short-term headwinds, but it remains above its 200-day moving average, indicating a potentially intact longer-term uptrend.
IJR Price Analysis
Market Metrics
Open
$137.58
Day Range
$137.05 to $137.85
Prev Close
$137.31
Volume
2.49M
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 Oct 11, 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 41.98, IJR exhibits neutral momentum. The ETF is currently trading below its 20-day exponential moving average of 138.93 and its 50-day simple moving average of 143.34, indicating short-term downward pressure. However, its price of 137.55 is above its 200-day simple moving average of 136.09, suggesting that the longer-term trend remains positive. The volume for IJR is currently below its average, with the latest volume at 2,489,800 compared to an average of 3,880,890, representing a 35.8% decrease.
ProTips
- Consider IJR as a core holding for U.S. small-cap exposure, but be mindful of its sector concentrations.
- Monitor the performance of Financial Services and Industrials sectors for potential impacts on IJR.
- Compare IJR's year-to-date and longer-term returns against its category to assess relative performance.
- Watch for IJR to move back above its 50-day moving average ($143.34) as a sign of renewed short-term strength.
Market Outlook
The 6-12 month outlook for IJR is cautiously optimistic, contingent on its ability to reclaim its short-term moving averages. While it remains above the 200-day SMA, indicating underlying strength, the current trading below the 20-day and 50-day SMAs suggests near-term headwinds. A sustained move above $143.34 would signal a potential resumption of the uptrend. Conversely, a break below the 200-day SMA at $136.09 could indicate a more significant trend reversal, influenced by broader market sentiment and the performance of the small-cap sector.
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)
+0.83
Strong correlation
Nasdaq 100 (QQQ)
+0.73
Strong correlation
Bitcoin (BTC)
+0.21
Weak correlation
Gold (XAU)
+0.13
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 | $137.85 |
| Day Low | $137.05 |
| 52 Week High | 150.69 |
| 52 Week Low | 112.00 |
The iShares Core S&P Small-Cap ETF is built upon the S&P SmallCap 600 Index, which provides exposure to smaller U.S. companies. The fund's sector allocation shows a notable concentration in Financial Services (17.78%), Industrials (15.26%), and Technology (14.79%), with significant weightings also in Consumer Cyclical (13.18%) and Healthcare (11.08%). This concentration means performance can be heavily influenced by these key sectors. The ETF has net assets of $109.25 billion and an expense ratio of 0.06%, costing $6.00 per $10,000 invested. Its dividend yield is 1.24%.
Earnings & Growth Analysis
Its underlying holdings reflect the earnings trends of the U.S. small-cap sector. The S&P SmallCap 600 Index, which IJR tracks, comprises companies whose aggregate earnings performance influences the ETF's returns. Investors should monitor the overall earnings health of the small-cap segment, particularly within the dominant sectors like Financial Services and Industrials, to gauge the potential impact on IJR's performance. The ETF's year-to-date return of 20.80% suggests a positive earnings environment for its constituents, though it lags the category return of 12.09%.
Key Risks
The primary risk for IJR lies in its sector concentration, particularly in Financial Services and Industrials, making it susceptible to downturns in these specific areas. As a small-cap ETF, it also carries inherent higher volatility compared to large-cap funds. Also, its year-to-date return is lagging its category, suggesting potential underperformance relative to peers in the current market environment.
Technical Indicators
| RSI (14) | 41.98 |
|---|---|
| MACD | -1.55 |
| SMA 50 | 143.34 |
| SMA 200 | 136.09 |
RSI
Neutral
SMA Cross
Bullish
Price vs SMA
Bearish
MACD
Bearish
Golden Cross in effect with the 50-day SMA ($143.34) above the 200-day SMA ($136.09), price is trading below the 50-day SMA.
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 →
Entry Strategies pick an entry style
Conservative
$136.17
Slight discount to current
Wait for small dip
Aggressive
$137.55
At current price
Enter now if confident
Risk Management
STOP LOSS
$132.09
MAX LOSS
-3.0%
Volatility-Adjusted Stop Loss
Calculated based on RSI (42.0) and current market volatility
Profit Targets (Based on Conservative Entry)
TARGET 1
$140.26
+3% (Conservative)
+2.0% (Aggressive)
TARGET 2
$142.98
+5% (Conservative)
+4.0% (Aggressive)
TARGET 3
$147.07
+8% (Conservative)
+6.9% (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 October 11, 2026.Growth of $10,000
A $10,000 investment in IJR in October 2016 would be worth about $22,509 today, compared with about $36,479 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 $21,275 by 2036 in the base case, with a bull case near $53,916 and a bear case around $8,395. Projections are statistical simulations, not guarantees.
IJR ETF Price Prediction: 2030
CleaRank's simulation projects a price near $186 for IJR by 2030 in the base case, from $138 today (1.4x over 4 years). The downside path ends near $103. 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 | $148 | $199 |
| 2028 | $106 | $160 | $242 |
| 2029 | $104 | $173 | $287 |
| 2030 | $103 | $186 | $335 |
| 2031 | $104 | $201 | $387 |
| 2032 | $105 | $216 | $445 |
| 2033 | $107 | $233 | $508 |
| 2034 | $110 | $252 | $578 |
| 2035 | $112 | $271 | $656 |
| 2036 | $115 | $293 | $742 |
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 expense ratio for the iShares Core S&P Small-Cap ETF (IJR) and what does it cost per $10,000 invested?
The iShares Core S&P Small-Cap ETF (IJR) has an expense ratio of 0.06%. This translates to a cost of $6.00 for every $10,000 invested in the fund.
What sectors does the iShares Core S&P Small-Cap ETF (IJR) hold and how concentrated is it?
IJR holds a diversified portfolio with significant concentration in Financial Services (17.78%), Industrials (15.26%), and Technology (14.79%). Other notable sectors include Consumer Cyclical (13.18%) and Healthcare (11.08%).
What is the distribution yield for the iShares Core S&P Small-Cap ETF (IJR)?
The iShares Core S&P Small-Cap ETF (IJR) has a dividend yield of 1.24%.
How has the iShares Core S&P Small-Cap ETF (IJR) performed against its category year-to-date?
The iShares Core S&P Small-Cap ETF (IJR) has returned 20.80% year-to-date, which is higher than its category's return of 12.09%.
What is the IJR etf price prediction 2030?
Based on Monte Carlo simulations, the projected base price for IJR in 2030 is $186.04. The downside projection is $103.32, and the upside projection is $334.98. These figures represent statistical simulation outcomes, not price targets or guarantees.
What are the main risks associated with investing in the iShares Core S&P Small-Cap ETF (IJR)?
Key risks include sector concentration, particularly in Financial Services and Industrials, and the inherent higher volatility of small-cap stocks compared to large-cap equities. The ETF's recent underperformance relative to its category also presents a risk.
How does the iShares Core S&P Small-Cap ETF (IJR) compare to its benchmark index?
IJR aims to track the S&P SmallCap 600 Index, providing investors with exposure to the U.S. small-cap market segment. Its performance is designed to mirror that of this benchmark index.