Is IJR a buy? - Seeking Alpha

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Recent Asset Class Performance
Bespoke Investment Group • Sun, May 12
Equity/Fixed Income Momentum - May 2013
Ploutos • Mon, May 6 • 6 Comments
Equal-Weight Versus Cap-Weighted ETFs
John Dowdee • Mon, Apr 29 • 5 Comments
Dividend Growth - A Very Useful Distraction?
Cranky • Fri, Apr 26 • 63 Comments
Breadth Turns Bearish As Small Caps Lead Us Lower
Phillip L. Clark • Thu, Apr 18 • 2 Comments
Seeking Alpha: Momentum Investing With ETFs
Morningstar • Thu, Apr 18 • 15 Comments
Equity/Fixed Income Momentum - April 2013
Ploutos • Thu, Apr 4 • 19 Comments
Top 10 U.S. Small-Cap ETFs
David Fry • Wed, Mar 27
ETFs That Benefit From A Rising U.S. Dollar
Tom Lydon • Tue, Mar 26 • 1 Comment
Fidelity Increases Commission-Free ETF Count to 66
Ron Rowland • Mon, Mar 18 • 2 Comments
Just How 'Core' Is iShares' 'Core' Series Of ETFs?
Morningstar • Sun, Mar 17 • 3 Comments
How To Find The Best Style ETFs
David Trainer • Fri, Mar 15 • 6 Comments
Best And Worst ETFs And Mutual Funds: Small-Cap Blend Style
David Trainer • Fri, Mar 8
A Look At Mid-Cap And Small-Cap ETFs
Tom Lydon • Fri, Mar 1 • 1 Comment
The Small Cap Stock Index For You
Ploutos • Mon, Feb 18 • 24 Comments
Equal-Weighted S&P 500 And The Apple Impact
Ploutos • Mon, Feb 11 • 14 Comments
Asset Class Performance To Start The Year
Bespoke Investment Group • Fri, Jan 11
Micro Cap ETFs: Indexing Leads Investors To Low Returns
Everyday Finance • Mon, Jan 7 • 6 Comments
Year End Stock Market Performance Analysis By Sector, Market Cap, And Investment Style
Price Headley • Tue, Jan 1 • 3 Comments
Locating The Mid Cap Sweet Spot - And Understanding Why It Works
Kurt Shrout • Tue, Dec 18, 2012 • 18 Comments

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The Small Cap Stock Index For You
Ploutos • Mon, Feb 18 • 24 Comments
Which Small Cap Stock Would Win The Heisman Cup?
Alan Brochstein • Sat, Dec 8, 2012 • 3 Comments
Why Small Caps Should Outperform In January
Alan Brochstein • Sun, Dec 25, 2011 • 6 Comments
Commission-Free ETFs Enable Portfolio Building Using Asset Allocation Strategies
MyPlanIQ • Sun, May 16, 2010 • 12 Comments
10 Common Mistakes Made by ETF Investors
Michael Johnston • Fri, Apr 23, 2010 • 8 Comments
Two Smallcap Index ETFs: Beautiful Meets Ugly
Low Sweat Investing • Tue, Dec 1, 2009 • 2 Comments

Recent Asset Class Performance
Bespoke Investment Group • Sun, May 12
Equity/Fixed Income Momentum - May 2013
Ploutos • Mon, May 6 • 6 Comments
Equal-Weight Versus Cap-Weighted ETFs
John Dowdee • Mon, Apr 29 • 5 Comments
Dividend Growth - A Very Useful Distraction?
Cranky • Fri, Apr 26 • 63 Comments
Breadth Turns Bearish As Small Caps Lead Us Lower
Phillip L. Clark • Thu, Apr 18 • 2 Comments
Seeking Alpha: Momentum Investing With ETFs
Morningstar • Thu, Apr 18 • 15 Comments
Equity/Fixed Income Momentum - April 2013
Ploutos • Thu, Apr 4 • 19 Comments
Top 10 U.S. Small-Cap ETFs
David Fry • Wed, Mar 27
ETFs That Benefit From A Rising U.S. Dollar
Tom Lydon • Tue, Mar 26 • 1 Comment
Fidelity Increases Commission-Free ETF Count to 66
Ron Rowland • Mon, Mar 18 • 2 Comments
Just How 'Core' Is iShares' 'Core' Series Of ETFs?
Morningstar • Sun, Mar 17 • 3 Comments
How To Find The Best Style ETFs
David Trainer • Fri, Mar 15 • 6 Comments
Best And Worst ETFs And Mutual Funds: Small-Cap Blend Style
David Trainer • Fri, Mar 8
A Look At Mid-Cap And Small-Cap ETFs
Tom Lydon • Fri, Mar 1 • 1 Comment
Equal-Weighted S&P 500 And The Apple Impact
Ploutos • Mon, Feb 11 • 14 Comments
Asset Class Performance To Start The Year
Bespoke Investment Group • Fri, Jan 11
Micro Cap ETFs: Indexing Leads Investors To Low Returns
Everyday Finance • Mon, Jan 7 • 6 Comments
Year End Stock Market Performance Analysis By Sector, Market Cap, And Investment Style
Price Headley • Tue, Jan 1 • 3 Comments
Locating The Mid Cap Sweet Spot - And Understanding Why It Works
Kurt Shrout • Tue, Dec 18, 2012 • 18 Comments
Small-Cap, Mid-Cap Or Large-Cap Stocks? - Part 2
Arie Goren • Tue, Dec 18, 2012 • 2 Comments

There are no Transcripts on IJR.

Weekend Investor: 4 ETF plays now that the dollar has its mojo back

at MarketWatch.com (Mar 22, 2013)
Outside the Box: Small-cap ETFs to consider

at MarketWatch.com (Oct 3, 2012)
Market Pro: Strength in S&P, Weakness in Small Caps

at CNBC.com (Mar 22, 2011)
ETF Investing: Small-cap ETFs tax investors with big losses

at MarketWatch.com (Jan 23, 2011)
Small Caps Still Have Upside, but Invest With Caution

at CNBC.com (Dec 24, 2010)
Video: Fear Has Taken Over

at MarketWatch.com (Oct 27, 2010)

IJR vs. ETF Alternatives

IJR Description

The iShares Core S&P Small-Cap ETF seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of U.S. small-cap stocks, as represented by the S&P SmallCap 600® ("the Index").
See more details on sponsor's website

Country: United States

Key Info

In Your Portfolio: Core Building Blocks: A Guide to ETFs That Divide the U.S. Stock Market by Market Cap
Asset Class Performance: Market Cap

All
| Earnings
| Dividends
| M&A
| On the move

Monday, May 20, 3:11 PM The Russell 2000 (IWM) cracked 1,000 for the first time this morning, but the small cap sector is far from over-loved by the fund managers who invest in it, according to Credit Suisse's Lori Calvasina - they ended Q1 with cash holdings at a near 10-year high. Indexing (IJR, IWO, IWN XSLV are some others) beats most active management, but Calvasina screened for stocks owned by fewer than 50 small-cap funds with $500M-$1.5B market cap, and with favorable investment ratings. No surprise the answer is heavy on mREITs - MTGE, AMTG, PMT. Also coming up: OMX and WFR. Comment!
Thursday, May 9, 3:24 PM "Our enthusiasm is clearly a notch below where we were at the beginning of the year," write Credit Suisse analysts, starting to see a bit of froth creep into small caps. At 16.4x earnings, the Russell 2000 (IWM) "has admittedly lost its valuation appeal." For now, they're buyers on dips, but should the index near the 1,000 level, valuation pressure will really start to be felt. 3 Comments
Wednesday, May 1, 2:23 PM "The canaries in the market coal mine are gasping for air," says CNBC's Melissa Lee, as mild declines in the Dow (DIA -0.5%) and Nasdaq (QQQ -0.2%) belie sharp drops in small caps (IWM -1.8%) and mid caps (MDY -1.1%). The S&P 500 has widened its lead over the Russell 2000 to about 200 basis points YTD. 1 Comment
Friday, April 26, 9:26 AM Small-caps have a fan in Goldman Sachs which is out with a report today forecasting a 14% gain in the Russell 2000 (IWM) over the next 12 months vs. just 6% for the S&P 500 (SPY). The S&P is outperforming YTD by about 50 bps. 2 Comments
Monday, April 15, 12:38 PM The S&P (SPY) and Dow (DIA) have continued to notch record highs, but small caps (IWM -3%) - which led the way higher for much of the year - rolled over a few weeks ago and are falling especially sharply today. Technicians fret. 1 Comment
Sunday, April 14, 8:25 AM The reconstitution of the Russell indexes coming up in June, Credit Suisse aims to anticipate who's in and who's out. The rules-based approach of the Russell 2000 has allowed arbitragers to profit each summer by front-running the moves, making the Russell 2000 ETF (IWM) a poorer play for small cap fans than IJR . Expected among the top 25 adds are ARCP, SRPT, PBYI, ACAD, and WSTC. Among the top 25 deletes: CPST, FCEL, CHKE, OMER, and EML. Comment! [Quick Ideas]
Wednesday, April 3, 8:00 AM Something for the technicians to have a look at is this chart from ukarlewitz noting small-caps (IWM) have joined the industrials (XLI) and semiconductors (SMH) in slipping below their long-term uptrend line. Oversold in an uptrend tends to get bought, he says. It's a key time. 3 Comments
Monday, April 1, 1:32 PM Technicians spot a troubling divergence, with the Russell 2000 (IWM) falling 1.3% to start the new quarter while the DJIA (DIA) remains flat. Some believe small-caps lead - both on the way up as with the current bull run, and on the way down - and today's relative decline continues a pattern begun last week. 2 Comments
Tuesday, March 26, 1:27 PM Small-cap stocks are set to outperform, according to Goldman research showing the IWM outperforms the SPY by an annualized 8.1% in quarters following a steep drop in the VIX. The "acute" decline in the VIX YTD "provides a tailwind to small-cap performance in 2Q13." A must-read for small cap index fans is SA author Ploutos' piece suggesting IJR is your best bet. 3 Comments [Quick Ideas]
Friday, March 22, 12:29 PM Lagging the solid rise in stocks today are small caps, the Russell 2000 (IWM) up 0.1% while the S&P 500 and Nasdaq post better than 0.5% gains. Thus far in 2013, IWM is about level with the S&P, but is about 300 bps better on a Y/Y basis. IJR - maybe better for small cap fans - has outperformed both. Comment!
Monday, March 18, 4:57 AM Ron Rowland offers additional highlights on the recently expanded lineup of commission-free ETFs over at Fidelity including the following caveat: Funds not held for 30 days by retail investors or 60 days by RIAs using Fidelity as a custodian will be subject to a $7.95 per-trade commission. Some RIAs have complained that the longer holding period directed at them is unfair. Rowland spells out the full list of affected ETFs here. Comment!
Thursday, March 14, 12:48 PM The VIX is low, but it's not at an all-time low. Small cap volatility, however, hits what looks like a record low with the Russell 2000 (IWM, IJR) VIX declining to 13.97, says Stifel's Dave Lutz. For the year, the IWM is up 12%, outpacing the SPY by more than 200 basis points. Comment!
Thursday, March 14, 8:44 AM Guggenheim increases expense ratios on 4 ETFs on account of "higher acquired fund fees associated with the S&P benchmarks these ETFs track". The affected funds (with new expense ratio in parentheses) are: RFV (0.40%), RZV (0.38), EWMD and EWSM (0.43%). Two Russell and MSCI ETFs seeing a decline in fees are: EWRS (0.43%) and EWEM (0.70%). 1 Comment
Tuesday, March 12, 2:38 PM The fee wars continue to heat up with Schwab lowering the expense ratio on its U.S. Small Cap ETF (SCHA) by 20%, to 0.08% (prospectus). Vanguard's VB charges 10 basis points while iShares' IJR charges 0.16%. Round-trip transaction costs even the playing field somewhat with the average bid-ask cheapest for IJR (0.02%) followed by VB (0.03%) and SCHA (0.04%). Comment!
Thursday, February 21, 3:18 PM Fidelity is closing its Small Cap Value Fund ($3.5B AUM) to new accounts as of March 1. "We believe closing the fund will give (the managers) an opportunity to build upon the fund's long-term performance." The fund has outperformed IWM and IJR over any number of time frames. Comment!
Tuesday, February 19, 9:10 AM Owners of the Russell 2000 ETF (IWM) may be able to declare arbitragers as dependents on their tax returns. Sharp traders have been gaming the rules-based rebalancing of the popular small-cap index for sweet profits each summer. Small-cap fans should instead take a look at IJR - it's performed better thanks to inclusion rules that may make more sense and are less likely to be arbitraged. Comment! [Quick Ideas]

ltfinger
Potential Downgrades (4/2/13): $ESV, $EVEP, $FBHS, $GOLD, $HON, $HOS, $IDCC, $IJR, $IJS, $IJT, $IPGP, $IWO, $IYT, $KALU, $KUB
Apr 3, 1:22 AM
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David Penn
7 ETFs You Need to Know for Wed is up at TradingMarkets http://tinyurl.com/2g48vmk small cap ETFs pulling back intraday IWM IWO IJR
12/22/10
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Bespoke Investment Group
Recent key ETF performance: http://bit.ly/acKNgO $$ $SPY $DIA $XLF $XLY $UNG $EWG $EWW $IJR $IWM
7/14/10
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ETFdesk
WaysToPlay: No Job Growth for Small Business Spurs Recovery Doubt http://bit.ly/a3OfHG $IJR $SDD #ETF #MKT #Trading
2/8/10
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ETFdesk
WaysToPlay: ETF Pairs Trade Possibilities: Revenue and Equal Weighted vs. Market Cap Indexes http://bit.ly/ciebJ1 $IJH $IJR $IVV $MDY $SPY
1/31/10
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Low Sweat Investing
IJR IWM - Sad news. Beautiful investing theory destroyed by an ugly fact. "Two Smallcap Index ETFs: Beautiful Meets Ugly" Dec1 Editors' Pick
12/2/09
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