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 strong gains over the past month, quarter, and year-to-date, indicating solid recent momentum.
Leading Holdings Performing Well
Most of the top 10 stocks, such as TechnipFMC, XPO, Fabrinet, and MasTec, have delivered strong year-to-date gains that support the fund’s overall returns.
Reasonable Expense Ratio for a Specialized Fund
The fund’s expense ratio is relatively low for a mid-cap growth strategy, helping investors keep more of their returns over time.
Negative Factors
Heavy Tilt Toward Industrials and Technology
A large share of the portfolio is in industrial and technology stocks, which can hurt performance if these sectors fall out of favor.
Very High U.S.-Only Exposure
Almost all assets are invested in U.S. companies, offering little diversification across different countries and economies.
Growth and Mid-Cap Sensitivity
As a mid-cap growth fund, the ETF may be more sensitive to market swings and changes in investor appetite for growth stocks than broader, more balanced funds.
IJK vs. SPDR S&P 500 ETF (SPY)
AUM11.05B
RegionNorth America
Expense Ratio0.17%
Beta1.00
IssueriShares
Inception DateJul 24, 2000
Dividend Yield0.53%
Asset ClassEquity
Index TrackedS&P Mid Cap 400 Growth
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume247,449
30 Day Avg. Volume533,234
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
134.03Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering241
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. Well-known holdings include Twilio and Flex. Someone might invest in IJK to add growth potential and diversify beyond the biggest, most familiar large-cap stocks, while still staying in established U.S. businesses. A key risk is that mid-cap growth stocks can be more volatile than larger, more mature companies, so the share price can go up and down significantly over time.
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 heavily on U.S. mid-cap growth names in industrials and tech, with Flex, Sterling Infrastructure, and MACOM doing much of the heavy lifting as their shares have been steadily rising and giving the fund a solid growth engine. Twilio and Pure Storage add a more volatile tech flavor, with performance improving but still a bit choppy. On the flip side, TechnipFMC and United Therapeutics have been more mixed, occasionally losing steam and acting as mild brakes on returns. Overall, the ETF is a U.S.-centric bet on mid-cap industrial and tech momentum.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Flex | 2.99% | $330.38M | $54.85B | 239.83% | 74 Outperform | |
| Twilio | 1.68% | $185.71M | $30.97B | 73.14% | 70 Neutral | |
| TechnipFMC | 1.56% | $171.87M | $28.22B | 97.55% | 80 Outperform | |
| Carpenter Technology | 1.52% | $167.87M | $27.90B | 125.81% | 75 Outperform | |
| Curtiss-Wright | 1.52% | $167.74M | $28.00B | 62.26% | 74 Outperform | |
| ATI | 1.46% | $161.85M | $27.09B | 129.93% | 78 Outperform | |
| nVent Electric | 1.45% | $160.61M | $26.82B | 143.42% | 76 Outperform | |
| XPO | 1.45% | $160.54M | $26.81B | 80.11% | 70 Outperform | |
| Sterling Infrastructure | 1.43% | $158.38M | $26.36B | 323.17% | 71 Outperform | |
| MACOM Technology Solutions Holdings | 1.33% | $147.08M | $28.98B | 193.32% | 64 Neutral |
IJK Technical Analysis
Positive
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Price Trends
110.42
Positive
106.60
Positive
101.58
Positive
Market Momentum
1.16
Positive
61.96
Neutral
80.16
Negative
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 112.90, equal to the 50-day MA of 110.42, and equal to the 200-day MA of 101.58, indicating a bullish trend. The MACD of 1.16 indicates Positive momentum. The RSI at 61.96 is Neutral, neither overbought nor oversold. The STOCH value of 80.16 is Negative, 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
115.37
27.71
31.61%
IJH
iShares Core S&P Mid-Cap ETF
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―
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IWP
iShares Russell Mid-Cap Growth ETF
―
―
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VOT
Vanguard 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.
DisclaimerThis 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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