IJJ ETF Analysis: S&P Mid-Cap 400 Value | NYSE
Mid-Cap Value | NYSE, USA | Market Cap: 8.921m USD | 12M Return: 15.5% | US4642877058 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 20.3M
Warnings
No concerns identified
Tailwinds
No distinct edge detected
Seasonality 11.6 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 passively managed exchange-traded fund that seeks to track the performance of mid-capitalization U.S. companies exhibiting value characteristics. As an ETF, it offers investors liquid, low-cost exposure to a specific segment of the U.S. equity market through a single security.
The fund commits at least 80% of its assets to the component securities of its underlying index, with the remaining portion permitted in futures, options, swap contracts, and cash equivalents. This investment structure is typical of index-tracking ETFs, which prioritize replication of a benchmark rather than active security selection. Mid-cap value funds target medium-sized companies trading at valuations considered attractive relative to fundamentals, distinct from mid-cap growth strategies that emphasize companies with higher earnings expansion potential.
- Fed rate cuts boost mid-cap value financials rotation
- U.S. economic slowdown pressures mid-cap industrial margins
- Value factor outperforms growth amid rising rate expectations
As of August 31, 2026, the stock is trading at USD 147.36 with a total of 119,344 shares traded. Over the past week, the price has changed by -1.12%, over one month by -0.58%, over three months by +4.30% and over the past year by +15.51%.
Current recommended Stop Loss: 145.60 (which is 1.2% or 1.3 ATR below the current price).
S&P Mid-Cap 400 Value has no consensus analysts rating.