IJK - ETF AI Analysis
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iShares S&P Mid-Cap 400 Growth ETF (IJK)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered strong gains so far this year, indicating solid recent momentum for investors.
Leading Holdings Showing Solid Gains
Many of the top positions, such as TechnipFMC, Carpenter Technology, and ATI, have posted strong advances, helping drive the fund’s overall results.
Low Expense Ratio
The fund’s relatively low expense ratio helps investors keep more of their returns compared with many actively managed alternatives.
Negative Factors
Recent Short-Term Pullback
The ETF has slipped over the past month, showing that its price can be sensitive to short-term market swings.
Heavy U.S. Concentration
With almost all assets in U.S. companies, the fund offers little geographic diversification and is highly tied to the U.S. economy.
Sector Concentration in Industrials and Technology
A large share of the portfolio is in industrial and technology stocks, which can increase risk if these sectors face a downturn.
IJK vs. SPDR S&P 500 ETF (SPY)
AUM10.70B
RegionNorth America
Expense Ratio0.17%
Beta1.00
IssueriShares
Inception DateJul 24, 2000
Dividend Yield0.54%
Asset ClassEquity
Index TrackedS&P Mid Cap 400 Growth
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume152,579
30 Day Avg. Volume277,231
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
137.29Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering245
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 well-known names in the fund include Twilio and Okta. Investors might consider IJK if they want growth potential from companies that are bigger than small caps but not yet large, helping diversify a stock portfolio. A key risk is that mid-cap growth stocks can be more volatile than large, established companies, so the value of this ETF can rise and fall 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 industrials and tech sharing the driver’s seat. TechnipFMC, Carpenter Technology, and ATI have been rising steadily, giving the fund a strong lift from the industrial and aerospace side. On the tech front, Okta has been a standout, surging on upbeat sentiment around security and AI, while Twilio and Pure Storage show more mixed, stop-and-go momentum. nVent Electric has recently been lagging, acting as a small speed bump, but overall the fund’s U.S.-focused growth tilt remains firmly on offense.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Twilio | 1.65% | $176.01M | $29.95B | 62.88% | 70 Neutral | |
| TechnipFMC | 1.57% | $167.89M | $28.10B | 102.89% | 80 Outperform | |
| Curtiss-Wright | 1.47% | $157.16M | $26.75B | 46.68% | 74 Outperform | |
| Carpenter Technology | 1.42% | $151.72M | $25.82B | 101.59% | 75 Outperform | |
| ATI | 1.41% | $150.31M | $25.58B | 144.32% | 78 Outperform | |
| nVent Electric | 1.37% | $146.19M | $24.88B | 71.15% | 76 Outperform | |
| Everpure | 1.34% | $143.10M | $25.65B | 41.57% | 64 Neutral | |
| Okta | 1.31% | $139.84M | $24.67B | 49.20% | 75 Outperform | |
| XPO | 1.30% | $138.66M | $23.53B | 69.18% | 70 Outperform | |
| United Therapeutics | 1.21% | $129.15M | $21.98B | 75.92% | 79 Outperform |
IJK Technical Analysis
Negative
―
Price Trends
113.79
Negative
109.83
Positive
104.54
Positive
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IJK, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 113.13, equal to the 50-day MA of 113.79, and equal to the 200-day MA of 104.54, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IJK.
IJK Peer Comparison
Comparison Results
Performance Comparison
IJK
iShares S&P Mid-Cap 400 Growth ETF
111.88
19.46
21.06%
IJH
iShares Core S&P Mid-Cap ETF
―
―
―
IWP
iShares Russell Mid-Cap Growth ETF
―
―
―
VOT
Vanguard Mid-Cap Growth ETF
―
―
―
MDYG
SPDR S&P 400 Mid Cap Growth ETF
―
―
―
IVOG
Vanguard S&P Mid-Cap 400 Growth ETF
―
―
―
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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