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Category
US Equities - US Style
Sponsor
Blackrock (iShares)
Fund Family
Index
Morningstar US Small Cap Broad Value Ext...
Index Weighting
Active/Passive
Expense
0.06%
Inverse/Leveraged
IPO
Jul 06, 2004
Asset Type
Equities (Stocks)
ETF Type
Bond Type
Average Maturity
Commodity Type
Quant Type
ESG Type
Dividend Type
Structure Type
Growth/Value
Market Cap
Option/Short
No / Yes
Tags
Tags
Tags
Tags
Tags
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Tags
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Tags
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Sector/Theme
Region
SMA20
-3.06%
SMA50
-3.43%
SMA200
3.53%
Return% 1Y
19.04%
Return% 3Y
15.76%
Return% 5Y
8.71%
Return% 10Y
Return% SI
Flows% 1M
0.00%
Flows% 3M
-9.68%
Flows% YTD
2.49%
Flows% 1Y
Flows% 3Y
Flows% 5Y
Trades
Total Holdings
1049
AUM
676.23M
NAV/sh
52W High
82.03 -6.02%
52W Low
63.71 21.01%
Volatility
1.02% 0.99%
ATR (14)
0.95
RSI (14)
33.08
Beta
1.02
Rel Volume
1.45
Avg Volume
12.08K
Volume
17,344
Perf Week
-2.24%
Perf Month
-4.90%
Perf Quarter
1.15%
Perf Half Y
12.78%
Perf YTD
12.55%
Perf Year
14.08%
Perf 3Y
44.29%
Perf 5Y
35.87%
Perf 10Y
83.17%
Prev Close
77.77
Price
77.10
Change %
-0.87%
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iShares Morningstar Small-Cap Value ETF seeks to track the investment results of the Morningstar US Small Cap Broad Value Extended IndexSM composed of small-capitalization U.S. equities that exhibit value characteristics. The fund will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The underlying index measures the performance of U.S. stocks issued by small-capitalization companies that have exhibited above-average "value" characteristics as determined by Morningstar, Inc.'s proprietary index methodology.