IJJ ETF Analysis: S&P Mid-Cap 400 Value | NYSE
US Small & Mid Cap Equity | NYSE, USA | Market Cap: 8.604m USD | 12M Return: 16.3% | US4642877058 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 24.6M
Warnings
No concerns identified
Tailwinds
No distinct edge detected
Seasonality 11.7 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
The iShares S&P Mid-Cap 400 Value ETF (IJJ) is a U.S.-listed exchange-traded fund designed to track the performance of the S&P MidCap 400 Value Index. This underlying index represents the value segment of the mid-capitalization U.S. equity market and is composed of stocks drawn from the broader S&P MidCap 400 that exhibit the strongest value characteristics, such as low valuation ratios relative to fundamentals. The index methodology and composition are maintained by S&P Dow Jones Indices LLC (SPDJI), a subsidiary of S&P Global, Inc., a major provider of financial market indices and data.
Launched in July 2000, IJJ is classified as a Mid-Cap Value ETF and offers investors targeted exposure to U.S. mid-sized companies trading at relatively attractive valuations. As an index-tracking fund, it operates under a passive management model, seeking to replicate the holdings and weightings of its underlying index rather than actively selecting securities. This structure typically results in lower expense ratios compared to actively managed funds, and it provides a transparent, rules-based approach to capturing a specific segment of the U.S. equity market.
- Mid-cap value rotation outpacing large-cap growth stocks
- Fed rate cuts support value factor outperformance
- Energy and financials boost mid-cap value index weighting
As of October 31, 2026, the stock is trading at USD 145.47 with a total of 401,500 shares traded. Over the past week, the price has changed by +1.59%, over one month by +4.71%, over three months by -1.46% and over the past year by +16.30%.
Current recommended Stop Loss: 142.20 (which is 2.2% or 2.1 ATR below the current price).
S&P Mid-Cap 400 Value has no consensus analysts rating.