Looking for broad exposure to the Small Cap Value segment of the US equity market? You should consider the iShares S&P Small-Cap 600 Value ETF (IJS), a passively managed exchange traded fund launched on July 24, 2000.
The iShares S&P Small-Cap 600 Value ETF has had a strong start to 2026, benefiting from cheap valuations and a focus on the energy-exporting U.S. economy. IJS holdings trade at only 16.5x their trailing earnings, a circa 40% discount to the S&P 500. While the ETF's smaller allocation to the information technology sector likely entails fewer benefits from AI growth, its long-term earnings growth should benefit from retained earnings and U.S. GDP growth.
Looking for broad exposure to the Small Cap Value segment of the US equity market? You should consider the iShares S&P Small-Cap 600 Value ETF (IJS), a passively managed exchange traded fund launched on July 24, 2000.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 7,134 | $740,007.08 | $974,718.42 | $234,711.34 | 31.72% |
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 320 | $33,022.46 | $43,721.6 | $10,699.14 | 32.4% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 9,799 | $995,357.1 | $1.34M | $343,480.27 | 34.51% |
| CE Curtis Ellergodt Rothschild Investment LLC | 644 | $65,263.88 | $87,989.72 | $22,725.84 | 34.82% |
| BS Barrett Schultz Ashton Thomas Securities LLC | 2,006 | $237,613 | $274,079.78 | $36,466.78 | 15.35% |
| ARCA Exchange | US Country |
The company described operates as an investment fund, focusing primarily on replicating the performance of its underlying index. It commits at least 80% of its assets to securities that are included in this index. To provide flexibility and potentially enhance returns or manage risk, the company has the ability to allocate up to 20% of its assets in various financial instruments such as futures, options, and swap contracts, alongside maintaining positions in cash and cash equivalents. Notably, this fund is classified as non-diversified, meaning it may concentrate its investments in fewer securities than a diversified fund.
The core of the fund's investment strategy revolves around allocating at least 80% of its assets into the securities that form its underlying index. This approach is aimed at tracking the performance of the index as closely as possible, providing investors with a clear expectation of the fund's investment focus.
Up to 20% of the fund's assets may be invested in futures, options, and swap contracts. These financial instruments are used to potentially enhance the fund's returns, hedge against market volatility, or gain exposure to various assets or markets without directly investing in them.
Part of the fund's assets may be held in cash or cash equivalents. This not only provides liquidity to meet withdrawal requests and other liabilities but also allows the fund to take advantage of new investment opportunities quickly without the need to sell existing investments under unfavorable conditions.