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JKK

iShares Morningstar Small-Cap Growth ETF
1W: -1.3% 1M: +2.0% 3M: +9.5% 1Y: +11.5% 3Y: +51.3% 5Y: +46.3%
$307.42
Last traded 2025-09-26 — delisted
ETF AMEX · AUM $384.3M
ETF-Level Metrics
AUM$384M
Holdings958
Top 10 Wt6.9%
Beta1.16
% Profitable69%
Coverage99%
Portfolio Valuation
P/E37.2
P/B2.7
P/S2.8
EV/EBITDA19.3
P/FCF28.7
PEG1.39
Profitability & Returns
Gross Margin36.1%
Net Margin3.2%
ROE4.0%
ROA1.6%
ROIC5.1%
Div Yield0.79%
Leverage & Liquidity
Debt/Equity0.62
Debt/Assets0.26
Net Debt/EBITDA-87.9x
Interest Cov2.3x
Current Ratio1.47
Quick Ratio1.30
Growth (YoY)
Revenue+21.0%
Net Income+26.8%
EPS+28.4%
FCF+33.7%
EBITDA+28.7%
Rev CAGR 3Y+19.7%
Quality Scores
Piotroski F6.2
Altman Z17.89
IS Quality65.6
IS Overall55.3
IS Value45.7
Median P/E16.1

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Industrials 183 24.3% 28.8
Technology 178 20.4% 59.9
Healthcare 177 16.2% -22.9
Financial Services 126 10.4% 39.6
Consumer Cyclical 100 10.0% 520.8
Real Estate 52 5.5% 15.3
Energy 36 3.2% 22.0
Basic Materials 31 3.1% -25.0
Consumer Defensive 31 3.0% 26.5
Communication Services 31 2.4% -34.3
Utilities 13 1.1% 30.4
Other 7 0.4%

Smart Money Overlap

9 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
APG APi Group Corporation 0.47% 4 Bullish 3 8 -0.0%
FSS Federal Signal Corporation 0.24% 4 Bullish 6 2 +2.8%
VVV Valvoline Inc. 0.16% 4 Bullish 7 1 +11.3%
ACIW ACI Worldwide, Inc. 0.15% 4 Bullish 2 1 -3.3%
WTRG Essential Utilities, Inc. 0.14% 4 Bullish 8 2 +0.1%
GXO GXO Logistics, Inc. 0.09% 4 Bullish 1 1 +2.8%
BCRX BioCryst Pharmaceuticals, Inc. 0.07% 4 Bullish 13 1 +7.4%
OPCH Option Care Health, Inc. 0.07% 4 Bullish 1 2 +7.9%
CNS Cohen & Steers, Inc. 0.07% 4 Bullish 24 1 +4.1%
Showing 50 of 965 holdings · Page 1 of 20
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 LUMENTUM HOLDINGS INC LITE 1.77% $15.2M 21,675 219.6 $55.5B Technology
2 ATI INC ATI 0.74% $6.3M 42,195 50.1 $20.4B Industrials
3 RBC BEARINGS INC RBC 0.62% $5.3M 9,708 65.9 $17.8B Industrials
4 ITT INC ITT 0.59% $5.0M 27,235 31.7 $16.7B Industrials
5 KRATOS DEFENSE AND SECURITY SOLUTI KTOS 0.56% $4.8M 51,826 619.8 $14.9B Industrials
6 CLEAN HARBORS INC CLH 0.54% $4.7M 15,998 39.2 $15.4B Industrials
7 LINCOLN ELECTRIC HOLDINGS INC LECO 0.53% $4.5M 17,617 27.1 $14.1B Industrials
8 TRADEWEB MARKETS INC CLASS A TW 0.53% $4.5M 36,592 31.4 $25.5B Financial Services
9 NORDSON CORP NDSN 0.51% $4.4M 16,329 28.9 $15.1B Industrials
10 MACOM TECHNOLOGY SOLUTIONS INC MTSI 0.51% $4.4M 19,878 113.1 $18.4B Technology
11 LATTICE SEMICONDUCTOR CORP LSCC 0.48% $4.1M 43,274 4465.1 $13.8B Technology
12 NEUROCRINE BIOSCIENCES INC NBIX 0.47% $4.1M 31,018 27.3 $13.2B Healthcare
13 API GROUP CORP APG 0.47% $4.0M 97,124 59.9 $18.2B Industrials
14 STERLING INFRASTRUCTURE INC STRL 0.47% $4.0M 9,570 47.9 $13.9B Industrials
15 PENUMBRA INC PEN 0.46% $4.0M 11,700 74.2 $13.2B Healthcare
16 NEW YORK TIMES CLASS A NYT 0.46% $3.9M 49,088 40.2 $13.8B Communication Services
17 EXACT SCIENCES CORP EXAS 0.46% $3.9M 37,849 -95.7 $20.0B Healthcare
18 ROKU INC CLASS A ROKU 0.45% $3.8M 40,172 159.3 $14.0B Communication Services
19 MUELLER INDUSTRIES INC MLI 0.45% $3.8M 34,837 16.0 $12.4B Industrials
20 GENERAC HOLDINGS INC GNRC 0.44% $3.7M 18,722 75.0 $12.0B Industrials
21 DOMINOS PIZZA INC DPZ 0.44% $3.8M 9,978 20.5 $12.2B Consumer Cyclical
22 ADVANCED ENERGY INDUSTRIES INC AEIS 0.44% $3.8M 11,854 86.9 $12.9B Industrials
23 ENSIGN GROUP INC ENSG 0.43% $3.7M 18,068 34.1 $11.8B Healthcare
24 QXO INC QXO 0.43% $3.7M 184,603 -0.4 $14.5B Industrials
25 FIVE BELOW INC FIVE 0.42% $3.6M 16,982 35.9 $12.9B Consumer Cyclical
26 COCA COLA CONSOLIDATED INC COKE 0.41% $3.5M 16,420 24.1 $15.6B Consumer Defensive
27 TEXAS ROADHOUSE INC TXRH 0.41% $3.5M 20,992 27.5 $11.2B Consumer Cyclical
28 ROIVANT SCIENCES LTD ROIV 0.39% $3.4M 121,281 -23.6 $19.6B Healthcare
29 HUNTINGTON INGALLS INDUSTRIES INC HII 0.39% $3.3M 7,728 26.1 $15.8B Industrials
30 IONIS PHARMACEUTICALS INC IONS 0.39% $3.3M 46,659 -30.9 $12.0B Healthcare
31 SAMSARA INC CLASS A IOT 0.38% $3.2M 95,794 -2022.6 $18.3B Technology
32 EVERCORE INC CLASS A EVR 0.38% $3.2M 11,741 18.8 $11.4B Financial Services
33 NEXTPOWER INC CLASS A NXT 0.38% $3.3M 28,535 32.7 $19.4B Technology
34 SPX TECHNOLOGIES INC SPXC 0.37% $3.1M 15,459 39.3 $10.0B Industrials
35 GLOBUS MEDICAL INC CLASS A GMED 0.37% $3.1M 36,175 21.9 $11.8B Healthcare
36 APPLIED INDUSTRIAL TECHNOLOGIES IN AIT 0.37% $3.1M 12,139 24.8 $10.0B Industrials
37 RAMBUS INC RMBS 0.37% $3.2M 33,791 44.8 $10.3B Technology
38 GUARDANT HEALTH INC GH 0.37% $3.2M 36,415 -26.8 $11.4B Healthcare
39 DYCOM INDUSTRIES INC DY 0.36% $3.1M 8,718 36.5 $10.6B Industrials
40 BRIDGEBIO PHARMA INC BBIO 0.36% $3.1M 44,002 -19.4 $13.9B Healthcare
41 EASTGROUP PROPERTIES REIT INC EGP 0.36% $3.1M 16,440 38.0 $9.8B Real Estate
42 REVOLUTION MEDICINES INC RVMD 0.36% $3.1M 31,546 -15.8 $18.7B Healthcare
43 MODINE MANUFACTURING MOD 0.36% $3.1M 15,542 125.7 $12.3B Consumer Cyclical
44 ONTO INNOVATION INC ONTO 0.36% $3.1M 15,452 79.8 $11.0B Technology
45 ENCOMPASS HEALTH CORP EHC 0.35% $3.0M 30,214 17.5 $9.9B Healthcare
46 ADVANCED DRAINAGE SYSTEMS INC WMS 0.34% $2.9M 21,691 22.9 $10.8B Industrials
47 BALL CORP BLL 0.34% $2.9M 48,430 17.8 $21.8B Consumer Cyclical
48 CHART INDUSTRIES INC GTLS 0.34% $2.9M 14,108 234.3 $9.9B Industrials
49 TTM TECHNOLOGIES INC TTMI 0.33% $2.8M 29,606 62.9 $11.2B Technology
50 CACI INTERNATIONAL INC CLASS A CACI 0.32% $2.8M 4,571 24.6 $12.8B Technology
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms