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Upturn AI Summary
iShares Core S&P Mid-Cap ETF(IJH)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IJH
10/01/2026: IJH (2-star) is currently NOT-A-BUY. Pass it for now.
The iShares Core S&P Mid-Cap ETF (IJH) provides low-cost, liquid exposure to mid-capitalization U.S. companies by tracking the S&P MidCap 400 Index. Its primary strength lies in its issuer quality, deep liquidity, and efficient benchmark tracking, making it an excellent core holding for diversified portfolios. It is best suited for long-term investors looking for growth, though it carries the inherent volatility of mid-cap equities and is sensitive to domestic economic shifts. Investors should monitor U.S. economic indicators and interest rate trends, as these are the primary catalysts affecting its constituent companies.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | It offers exposure to mid-sized companies that often exhibit higher growth potential than large-cap stocks. |
| Momentum investor | Strong fit while signal remains positive | It acts as a primary vehicle to gain directional exposure to the mid-cap market trend. |
| Value investor | Mixed fit | Mid-cap indices include a blend of growth and value, rather than being explicitly value-tilted. |
| Dividend/Income investor | Mixed fit | While it pays dividends, it is primarily an equity growth vehicle rather than an income-focused product. |
| Low-risk investor | Weak fit | Mid-cap stocks are generally more volatile than large-cap indices or high-quality bond funds. |
Investor Profile
Ideal Investor Profile
Long-term investors seeking capital appreciation through U.S. mid-cap stocks.
Suitability
Best for passive index followers building a diversified portfolio with a 5-10+ year time horizon.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Mid-cap stocks typically experience greater price swings than their large-cap counterparts. |
| Market risk | High | As an equity fund, it is fully exposed to systemic market declines. |
| Concentration | Low | The fund holds hundreds of stocks, providing good diversification across the mid-cap sector. |
| Tracking/expense | Low | Low expense ratios and high liquidity keep implementation costs and tracking drift minimal. |
| Liquidity | Low | The ETF is highly liquid, allowing for easy trading without significant price impact. |
| Business/sector quality | Medium | Exposure is market-cap weighted, meaning performance is tied to the collective health of mid-sized firms. |
Risk Analysis
Volatility
IJH tends to have higher volatility than large-cap indices like the S&P 500.
Market Risk
The fund is subject to general equity market risks and specific sensitivities inherent to the mid-cap segment.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Mid-Cap Equities (S&P MidCap 400) | 99.5 | This exposure provides broad, diversified access to the mid-tier segment of the U.S. stock market. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | A minor cash buffer is held to manage liquidity and daily fund operations. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 4.11% | Avg. Invested days 60 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/01/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 1, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $122.09B |
| Issuer | iShares |
| Expense Ratio | 0.05% |
| Distribution Yield | 1.18% |
| Inception | May 22, 2000 |
Performance
| Period | Total Return |
|---|---|
| YTD | +11.47% |
| 1 Year | +14.31% |
| 3 Year | +14.94% |
| 5 Year | +7.84% |
| 10 Year | +10.60% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 11.93% |
| 3Y Volatility | 15.73% |
| 3Y Sharpe Ratio | 0.63 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Sustainability Rating | 2 / 5 |
| Benchmark | S&P 500 TR USD |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Small Cap | 68.74% |
| Mid Cap | 27.05% |
| Micro Cap | 2.66% |
| Large Cap | 1.34% |
Top Sectors
| Sector | Weight |
|---|---|
| Industrials | 22.22% |
| Technology | 17.92% |
| Financial Services | 13.73% |
| Healthcare | 10.27% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 16.85x |
| Portfolio P/B | 2.51x |
| Portfolio P/S | 1.49x |
| Holdings Turnover | 18.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Twilio | 0.00% |
| Okta | 0.00% |
| TechnipFMC | 0.00% |
| nVent Electric | 0.00% |
| Allegheny Technologies | 0.00% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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