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IJK - ETF AI Analysis
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iShares S&P Mid-Cap 400 Growth ETF (IJK)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Solid Top Holdings
Most of the largest positions, such as Curtiss-Wright, Royal Gold, and TechnipFMC, have delivered strong year-to-date results that support the fund’s overall performance.
Low Expense Ratio for a Niche Fund
The fund’s relatively low expense ratio helps investors keep more of the returns generated by its mid-cap growth strategy.
Negative Factors
Single-Country Concentration
With nearly all assets invested in U.S. companies, the ETF offers little geographic diversification and is highly tied to the U.S. market.
Sector Tilt Toward Industrials and Technology
Heavy exposure to industrials and technology means the fund could be more sensitive to downturns in these economically sensitive sectors.
Some Underperforming Holdings
At least one top holding, such as Lumentum Holdings, has shown weak year-to-date performance, which can drag on overall returns if the weakness continues.
IJK vs. SPDR S&P 500 ETF (SPY)
AUM9.71B
RegionNorth America
Expense Ratio0.17%
Beta1.01
IssueriShares
Inception DateJul 24, 2000
Dividend Yield0.61%
Asset ClassEquity
Index TrackedS&P Mid Cap 400 Growth
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume222,157
30 Day Avg. Volume212,964
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
119.82Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering240
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IJK Summary
IJK is the iShares S&P Mid-Cap 400 Growth ETF, which follows the S&P MidCap 400 Growth Index. It invests in medium‑sized U.S. companies that are growing quickly, across many sectors like industrials, technology, and health care. Some of its larger holdings include Ciena and Royal Gold. Investors might consider IJK if they want growth potential from mid-sized companies and diversification beyond the biggest household-name stocks. A key risk is that mid-cap growth stocks can be more volatile than large, established companies, so the value of this ETF can go up and down sharply with the market.
How much will it cost me?The expense ratio for the iShares S&P Mid-Cap 400 Growth ETF (IJK) is 0.17%, meaning you’ll pay $1.70 per year for every $1,000 invested. This is lower than average for actively managed funds because IJK is passively managed, tracking the S&P MidCap 400 Growth Index to keep costs down.
What would affect this ETF?The iShares S&P Mid-Cap 400 Growth ETF (IJK) could benefit from economic growth and innovation in sectors like technology and industrials, which make up a significant portion of its holdings. However, it may face challenges from rising interest rates, which can negatively impact growth-focused companies, and economic slowdowns that could affect mid-cap firms more than larger, established companies. Regulatory changes or sector-specific disruptions in industries like healthcare or financials could also influence its performance.
IJK Top 10 Holdings
IJK is leaning hard into U.S. mid-cap growth, with a clear tilt toward tech and industrial names that are setting the tone for returns. Optical and communications players like Ciena and Coherent have been rising, giving the fund a helpful tailwind, while Lumentum has been more of a roller coaster—strong lately but still looking mixed for the year. Steadier contributors like Curtiss-Wright, Royal Gold, and TechnipFMC are quietly pulling their weight, helping offset choppier names and keeping this mid-cap growth story very much a domestic, sector-focused ride.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Lumentum Holdings | 2.30% | $225.23M | $39.41B | 604.44% | 61 Neutral | |
| Coherent Corp | 2.14% | $209.72M | $42.69B | 158.87% | 66 Neutral | |
| Casey's General | 1.38% | $134.85M | $24.50B | 52.48% | 68 Neutral | |
| Flex | 1.37% | $134.48M | $23.66B | 53.58% | 74 Outperform | |
| XPO | 1.36% | $133.65M | $23.85B | 41.22% | 70 Outperform | |
| TechnipFMC | 1.36% | $133.52M | $23.89B | 88.23% | 80 Outperform | |
| Curtiss-Wright | 1.36% | $132.70M | $23.94B | 85.19% | 74 Outperform | |
| Woodward | 1.32% | $129.64M | $23.16B | 103.42% | 79 Outperform | |
| Pure Storage | 1.31% | $127.88M | $23.44B | 4.94% | 64 Neutral | |
| Royal Gold | 1.27% | $124.51M | $22.43B | 89.85% | 78 Outperform |
IJK Technical Analysis
Positive
―
Price Trends
99.97
Positive
97.66
Positive
94.18
Positive
Market Momentum
0.92
Negative
66.50
Neutral
75.77
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IJK, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 102.64, equal to the 50-day MA of 99.97, and equal to the 200-day MA of 94.18, indicating a bullish trend. The MACD of 0.92 indicates Negative momentum. The RSI at 66.50 is Neutral, neither overbought nor oversold. The STOCH value of 75.77 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IJK.
IJK Peer Comparison
Comparison Results
Performance Comparison
IJK
iShares S&P Mid-Cap 400 Growth ETF
105.40
12.88
13.92%
IJJ
iShares S&P Mid-Cap 400 Value ETF
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―
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XMMO
Invesco S&P MidCap Momentum ETF
―
―
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IMCG
iShares Morningstar Mid-Cap Growth ETF
―
―
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MDYG
SPDR S&P 400 Mid Cap Growth ETF
―
―
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IVOG
Vanguard S&P Mid-Cap 400 Growth ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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