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IJS

iShares S&P Small-Cap 600 Value ETF
1W: +2.1% 1M: -4.2% 3M: +3.0% YTD: +3.3% 1Y: +20.1% 3Y: +34.8% 5Y: +23.6%
$118.49
-0.57 (-0.48%)
After Hours: $117.09 (-1.40, -1.18%)
ETF AMEX · AUM $7.1B
ETF-Level Metrics
AUM$7.1B
Holdings460
Top 10 Wt8.4%
Beta1.22
% Profitable72%
Coverage97%
Portfolio Valuation
P/E20.3
P/B0.9
P/S0.9
EV/EBITDA10.7
P/FCF12.0
PEG-9.48
Profitability & Returns
Gross Margin30.1%
Net Margin2.1%
ROE2.7%
ROA0.5%
ROIC4.1%
Div Yield2.24%
Leverage & Liquidity
Debt/Equity0.69
Debt/Assets0.16
Net Debt/EBITDA2.1x
Interest Cov1.4x
Current Ratio1.13
Quick Ratio0.90
Growth (YoY)
Revenue+7.6%
Net Income+3.0%
EPS+2.8%
FCF+18.6%
EBITDA+4.7%
Rev CAGR 3Y+3.4%
Quality Scores
Piotroski F5.8
Altman Z2.33
IS Quality60.2
IS Overall43.7
IS Value61.3
Median P/E13.6

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Financial Services 89 19.7% 18.4
Consumer Cyclical 72 16.7% 4.6
Industrials 62 13.0% 8.5
Energy 32 10.2% 12.0
Technology 48 8.4% 12.1
Real Estate 46 8.1% 10.5
Basic Materials 24 7.3% -44.8
Healthcare 41 6.2% 105.3
Communication Services 17 3.4% 34.6
Consumer Defensive 18 3.3% 9.6
Utilities 11 2.1% 19.6
Other 5 1.4%

Smart Money Overlap

4 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
FMC FMC Corporation 0.25% 4 Bullish 3 2 +14.6%
ACIW ACI Worldwide, Inc. 0.19% 4 Bullish 2 1 -1.3%
CNS Cohen & Steers, Inc. 0.13% 4 Bullish 24 1 +4.2%
GTY Getty Realty Corp. 0.12% 4 Bullish 6 2 -3.5%
Showing 50 of 465 holdings · Page 1 of 10
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 BLK CSH FND TREASURY SL AGENCY Bond 1.25% $87.0M 87,005,818
2 EASTMAN CHEMICAL EMN 1.07% $74.4M 1,079,615 17.4 $8.3B Basic Materials
3 LKQ CORP LKQ 0.99% $69.4M 2,422,450 12.5 $7.6B Consumer Cyclical
4 CELANESE CORP CE 0.89% $62.1M 1,036,257 -5.8 $6.7B Basic Materials
5 SM ENERGY SM 0.84% $58.4M 2,141,652 5.8 $3.8B Energy
6 CARMAX INC KMX 0.83% $58.1M 1,389,544 13.9 $6.3B Consumer Cyclical
7 ENPHASE ENERGY INC ENPH 0.77% $53.6M 1,238,226 30.6 $5.3B Energy
8 CAESARS ENTERTAINMENT INC CZR 0.76% $53.0M 1,931,206 -10.9 $5.5B Consumer Cyclical
9 SOLSTICE ADVANCED MATERIALS INC SOLS 0.75% $52.5M 705,868 50.1 $11.8B Basic Materials
10 MAGNOLIA OIL GAS CORP CLASS A MGY 0.75% $52.3M 1,732,924 17.9 $5.8B Energy
11 LINCOLN NATIONAL CORP LNC 0.72% $50.3M 1,489,119 5.8 $6.8B Financial Services
12 MOHAWK INDUSTRIES INC MHK 0.72% $50.0M 491,339 16.4 $6.1B Consumer Cyclical
13 CORE NATURAL RESOURCES INC CNR 0.71% $49.2M 484,761 -36.4 $5.5B Energy
14 VERSANT MEDIA GROUP INC VSNTV 0.71% $49.4M 1,375,533 $6.7B Communication Services
15 JACKSON FINANCIAL INC CLASS A JXN 0.70% $48.6M 470,777 275.0 $7.5B Financial Services
16 LIBERTY ENERGY INC CLASS A LBRT 0.69% $48.5M 1,532,330 32.7 $4.8B Energy
17 CALIFORNIA RESOURCES CORP CRC 0.68% $47.7M 743,074 16.3 $6.0B Energy
18 ATLANTIC UNION BANKSHARES CORP AUB 0.67% $46.6M 1,378,778 18.4 $5.1B Financial Services
19 MATSON INC MATX 0.66% $46.0M 294,992 11.3 $5.1B Industrials
20 TELEFLEX INC TFX 0.65% $45.1M 418,087 -5.4 $4.9B Healthcare
21 PEABODY ENERGY CORP BTU 0.60% $41.7M 1,150,253 -85.6 $4.6B Energy
22 MERITAGE CORP MTH 0.58% $40.7M 666,041 9.3 $4.3B Consumer Cyclical
23 MDU RESOURCES GROUP INC MDU 0.56% $39.3M 1,932,765 22.1 $4.2B Industrials
24 AMENTUM HOLDINGS INC AMTM 0.56% $39.3M 1,450,094 66.1 $6.5B Industrials
25 TELEPHONE AND DATA SYSTEMS INC TDS 0.55% $38.7M 929,638 -789.7 $4.6B Communication Services
26 TRI POINTE HOMES INC TPH 0.54% $37.9M 812,946 16.5 $4.0B Consumer Cyclical
27 RUSH ENTERPRISES INC CLASS A RUSHA 0.52% $36.4M 573,503 19.4 $5.1B Consumer Cyclical
28 VICTORIA S SECRET VSCO 0.52% $36.2M 758,115 23.7 $3.6B Consumer Cyclical
29 GROUP AUTOMOTIVE INC GPI 0.52% $36.1M 116,992 12.7 $4.2B Consumer Cyclical
30 STRIDE INC LRN 0.51% $35.6M 409,301 11.9 $3.9B Consumer Defensive
31 PATTERSON UTI ENERGY INC PTEN 0.50% $35.0M 3,262,387 -45.6 $4.3B Energy
32 ASBURY AUTOMOTIVE GROUP INC ABG 0.50% $34.8M 183,868 10.9 $3.9B Consumer Cyclical
33 ELEMENT SOLUTIONS INC ESI 0.49% $34.0M 1,075,518 43.1 $8.3B Basic Materials
34 FULTON FINANCIAL CORP FULT 0.48% $33.6M 1,750,275 9.4 $3.6B Financial Services
35 UNITED COMMUNITY BANKS INC UCB 0.47% $33.0M 1,112,042 11.6 $3.7B Financial Services
36 KULICKE AND SOFFA INDUSTRIES INC KLIC 0.46% $32.4M 492,968 -52.4 $3.4B Technology
37 LUMEN TECHNOLOGIES INC LUMN 0.46% $32.2M 4,906,385 -3.9 $6.9B Communication Services
38 ACADEMY SPORTS AND OUTDOORS INC ASO 0.46% $32.0M 629,998 9.4 $3.6B Consumer Cyclical
39 RENASANT CORP RNST 0.45% $31.7M 922,494 18.8 $3.4B Financial Services
40 CATHAY GENERAL BANCORP CATY 0.45% $31.2M 660,792 10.7 $3.4B Financial Services
41 TEGNA INC TGNA 0.44% $30.9M 1,522,954 14.8 $3.2B Communication Services
42 M I HOMES INC MHO 0.44% $30.6M 247,282 7.9 $3.2B Consumer Cyclical
43 SIGNET JEWELERS LTD SIG 0.44% $30.5M 387,125 12.1 $3.6B Consumer Cyclical
44 KORN FERRY KFY 0.43% $30.0M 496,289 12.3 $3.3B Industrials
45 DIODES INC DIOD 0.42% $29.3M 439,405 49.6 $3.3B Technology
46 CRESCENT ENERGY CLASS A CRGY 0.41% $28.6M 2,289,739 33.7 $4.5B Energy
47 BLACKSTONE MORTGAGE TRUST REIT CLA BXMT 0.40% $28.2M 1,493,358 29.9 $3.2B Real Estate
48 INTEGER HOLDINGS CORP ITGR 0.40% $28.1M 331,873 29.4 $3.0B Healthcare
49 ADVANCE AUTO PARTS INC AAP 0.40% $28.1M 568,535 70.7 $3.1B Consumer Cyclical
50 GENWORTH FINANCIAL INC GNW 0.40% $28.0M 3,509,382 14.8 $3.3B Financial Services
1 2 3 ... 10 Next →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms