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Small Value's Best Bargain
Morningstar • Sun, Apr 14 • 1 Comment
Fidelity Increases Commission-Free ETF Count to 66
Ron Rowland • Mon, Mar 18 • 2 Comments
Best And Worst ETFs And Mutual Funds: Small-Cap Value Style
David Trainer • Mon, Mar 11
How Does Your Portfolio Stand Up To This Diversified Model?
Jon Parepoynt • Mon, Mar 4 • 4 Comments
Are Stocks And Bonds Dead?
Lowell Herr • Wed, Nov 28, 2012 • 18 Comments
Best And Worst ETFs And Mutual Funds: Small-Cap Value Style
David Trainer • Wed, Nov 14, 2012
iShares S&P Small-Cap Stock Index ETFs Can Still Rival Vanguard Low-Cost ETFs
MyPlanIQ • Fri, Oct 5, 2012
Recent Asset Class Performance
Bespoke Investment Group • Fri, Sep 7, 2012
The Many Hidden Costs Of Active Investing In Small Caps
Kurtis Hemmerling • Thu, Jun 21, 2012 • 2 Comments
Looking For A 'Pure' Equity ETF?
Stoyan Bojinov • Tue, Jun 12, 2012 • 3 Comments
ETFs Vs. Index Funds
Tom Lydon • Thu, Jun 7, 2012 • 2 Comments
Fidelity's Commission-Free ETFs Remain Good For Portfolio Building
MyPlanIQ • Sat, May 19, 2012 • 6 Comments
Some Passive Options For Small- And Mid-Cap Investing
Clark Troy • Tue, May 15, 2012 • 2 Comments
Recent Asset Class Performance
Bespoke Investment Group • Sun, Apr 29, 2012
Go Away Or Stay In May? That's The Question
George Simone • Tue, Apr 24, 2012
International, Commodity, And Value ETFs Still Have Legs
Lowell Herr • Wed, Apr 18, 2012
QPP Analysis Of iShare ETFs Over Different Periods
Lowell Herr • Thu, Apr 5, 2012
Look To Mid Caps For Market-Beating Returns
Doug Wright • Mon, Feb 20, 2012 • 7 Comments
Selecting The Best Small Cap Value Funds
Value Research • Tue, Feb 7, 2012 • 3 Comments
'Mistakes Even Smart Investors Make And How To Avoid Them': Larry Swedroe And The Zen Of Passive Investing
Larry Swedroe • Thu, Jan 26, 2012 • 79 Comments

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Commission-Free ETFs Enable Portfolio Building Using Asset Allocation Strategies
MyPlanIQ • Sun, May 16, 2010 • 12 Comments

Small Value's Best Bargain
Morningstar • Sun, Apr 14 • 1 Comment
Fidelity Increases Commission-Free ETF Count to 66
Ron Rowland • Mon, Mar 18 • 2 Comments
Best And Worst ETFs And Mutual Funds: Small-Cap Value Style
David Trainer • Mon, Mar 11
How Does Your Portfolio Stand Up To This Diversified Model?
Jon Parepoynt • Mon, Mar 4 • 4 Comments
Are Stocks And Bonds Dead?
Lowell Herr • Wed, Nov 28, 2012 • 18 Comments
Best And Worst ETFs And Mutual Funds: Small-Cap Value Style
David Trainer • Wed, Nov 14, 2012
iShares S&P Small-Cap Stock Index ETFs Can Still Rival Vanguard Low-Cost ETFs
MyPlanIQ • Fri, Oct 5, 2012
Recent Asset Class Performance
Bespoke Investment Group • Fri, Sep 7, 2012
The Many Hidden Costs Of Active Investing In Small Caps
Kurtis Hemmerling • Thu, Jun 21, 2012 • 2 Comments
Looking For A 'Pure' Equity ETF?
Stoyan Bojinov • Tue, Jun 12, 2012 • 3 Comments
ETFs Vs. Index Funds
Tom Lydon • Thu, Jun 7, 2012 • 2 Comments
Fidelity's Commission-Free ETFs Remain Good For Portfolio Building
MyPlanIQ • Sat, May 19, 2012 • 6 Comments
Some Passive Options For Small- And Mid-Cap Investing
Clark Troy • Tue, May 15, 2012 • 2 Comments
Recent Asset Class Performance
Bespoke Investment Group • Sun, Apr 29, 2012
Go Away Or Stay In May? That's The Question
George Simone • Tue, Apr 24, 2012
International, Commodity, And Value ETFs Still Have Legs
Lowell Herr • Wed, Apr 18, 2012
QPP Analysis Of iShare ETFs Over Different Periods
Lowell Herr • Thu, Apr 5, 2012
Look To Mid Caps For Market-Beating Returns
Doug Wright • Mon, Feb 20, 2012 • 7 Comments
Selecting The Best Small Cap Value Funds
Value Research • Tue, Feb 7, 2012 • 3 Comments
'Mistakes Even Smart Investors Make And How To Avoid Them': Larry Swedroe And The Zen Of Passive Investing
Larry Swedroe • Thu, Jan 26, 2012 • 79 Comments

There are no Transcripts on IJS.

ETF Adviser: ETFs challenge another index-fund icon

at MarketWatch.com (May 4, 2012)
Outside the Box: Using volume to play the market

at MarketWatch.com (Apr 15, 2011)

IJS vs. ETF Alternatives

IJS Description

The iShares S&P SmallCap 600 Value Index Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of U.S. small-cap value stocks, as represented by the S&P SmallCap 600/Citigroup Value Index.
See more details on sponsor's website

Country: United States

Key Info

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

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

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]
Monday, March 25, 9:49 AM iShares S&P Small-Cap Value ETF (IJS) announces quarterly distribution of $0.2575. 12-month yield of 1.74% (as of 02/28/2013). For shareholders of record Mar. 27. Payable Apr. 01. Ex-div date Mar. 25. Comment! [Dividends]
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
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]
Thursday, February 14, 10:46 AM A strong January forced short-sellers to cover their bets in several prominent ETFs, with both SPY and IWM seeing an 11% reduction in the percentage of their float shorted. The MSCI EAFE Index Fund (EFA) - with heavy exposure to Europe - saw a 24% reduction in shorts. Seeing an increase in activity is the SPDR Retail ETF (XRT) - 259% of the fund's float is now being shorted. Comment!

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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Doobie
Bullish on IJS. Very Bullish
12/25/11
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Justin M. Hall
7/24/11 9:40A ET: [Rx Investors.com] 96 ETFs w/ Bearish Patterns (NY, NYC, IWD, IWW, IWX, IXJ, IJS, JCO, PSCH, DDM, UDOW, RYH, XLK, MIDU)
7/24/11
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