IJK ETF Analysis: S&P Mid-Cap 400 Growth | NYSE

US Small & Mid Cap Equity | NYSE, USA | Market Cap: 10.405m USD | 12M Return: 13.8% | US4642876068 | Charts, Fundamentals & Technical Analysis

Mid-Cap Equities, Growth Stocks, US Markets, Index Funds
Total Rating 50
Safety 63
Buy Signal -0.02
US Small & Mid Cap Equity
Category Rotation: -0.8
TER: 0.16%
AUM: 10.4B
Avg Turnover: 35.8M
Risk 3d forecast
Volatility20.0%
VaR 5th Pctl3.61%
VaR vs Median0.02%
Reward TTM
Sharpe Ratio0.59
Rel. Str. IBD48.6
Rel. Str. Peer Group16.3 pctl
Character TTM
Beta1.067
Beta Downside1.128
Hurst Exponent0.463
Choppyness45.3%
Drawdowns 3y
Max DD25.63%
CAGR/Max DD0.61
CAGR/Mean DD3.62

Warnings

No concerns identified

Tailwinds

Seasonal Tailwind

Seasonality 11.7 years of data

Jan +0.6% 20
Feb +0.4% 5
Mar -0.5% 39
Apr +0.2% 17
May +0.2% 7
Jun -0.2% 5
Jul +1.9% 22
Aug -0.3% 20
Sep -2.5% 49
Oct -1.0% 24
Nov +3.9% 59
Dec -0.4% 2

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.

Description: IJK S&P Mid-Cap 400 Growth

The iShares S&P Mid-Cap 400 Growth ETF (IJK) is a U.S.-listed exchange-traded fund that tracks the S&P MidCap 400 Growth Index, a benchmark focused on mid-capitalization U.S. equities with strong growth characteristics. Launched in July 2000, the fund is managed by BlackRocks iShares business and is one of the most established vehicles for accessing the mid-cap growth segment of the U.S. stock market. The underlying index is constructed by selecting companies from the broader S&P MidCap 400 that exhibit the strongest growth traits, as evaluated by S&P Dow Jones Indices.

Mid-cap growth ETFs like IJK typically invest in companies with market capitalizations generally ranging between roughly $2 billion and $10 billion, sitting between large-cap stability and small-cap volatility. These companies are often in expansion phases, reinvesting earnings into product development, acquisitions, or market expansion rather than paying significant dividends. As a passive index fund, IJK offers diversified exposure to hundreds of holdings, providing a single-trade way to capture the growth potential of established mid-sized U.S. businesses.

Headlines to Watch Out For
  • Fed rate cuts boost mid-cap growth valuations
  • Index rebalancing shifts sector weights in IJK holdings
  • Fee competition intensifies among mid-cap growth ETFs
What is the price of IJK shares?

As of October 31, 2026, the stock is trading at USD 107.94 with a total of 630,954 shares traded. Over the past week, the price has changed by +1.08%, over one month by -1.81%, over three months by -3.42% and over the past year by +13.78%.

Current recommended Stop Loss: 106.00 (which is 1.8% or 1.3 ATR below the current price).

Is IJK a buy, sell or hold?

S&P Mid-Cap 400 Growth has no consensus analysts rating.