Morningstar

iShares S&P Small-Cap 600 Value ETF IJS

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IJS

Will IJS outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IJS’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IJS management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of IJS’s parent organization’s priorities and whether they’re in line with investors’ interests.

A very small, small-value ETF

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

IShares S&P Small-Cap 600 Value ETF takes an aggressive stance, but a profitability bias and superior diversification make it a compelling option in the small-value Morningstar Category.

by Zachary Evens
Rated on Published on

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Portfolio Holdings IJS

More IJS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Match Group Inc Ordinary Shares - New

1.17 88M
Communication Services

Paycom Software Inc

1.10 83M
Technology

SM Energy Co

1.01 76M
Energy

BlackRock Cash Funds Treasury SL Agency

0.92 69M
Cash and Equivalents

Jackson Financial Inc

0.89 67M
Financial Services

CarMax Inc

0.80 61M
Consumer Cyclical

Lamb Weston Holdings Inc

0.80 61M
Consumer Defensive

Eastman Chemical Co

0.80 60M
Basic Materials

Victoria's Secret & Co

0.78 59M
Consumer Cyclical

Matson Inc

0.77 58M
Industrials

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