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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
10/28/2026: IJH (4-star) is currently NOT-A-BUY. Pass it for now.
IJH is a widely used, low-cost ETF that provides broad exposure to the U.S. mid-cap equity market by tracking the S&P MidCap 400 Index. Its primary strengths include exceptional liquidity, institutional-grade management by BlackRock, and a very competitive expense ratio. It is designed to serve as a core holding for growth-oriented investors seeking to capture the potential of mid-sized companies. The fund faces inherent market and cyclical risks, making it more volatile than large-cap alternatives. It is generally best suited for long-term investors who can monitor their portfolio risk as part of a diversified strategy.
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 | Mid-cap stocks often provide a higher growth ceiling than large-cap stocks over extended market cycles. |
| Momentum investor | Strong fit while signal remains positive | Mid-cap indices can exhibit strong price trends during bull markets, benefiting momentum strategies when market sentiment is bullish. |
| Value investor | Mixed fit | While mid-caps can be attractively valued, they are generally less oriented toward deep-value criteria than dedicated value funds. |
| Dividend/Income investor | Mixed fit | IJH provides modest dividend income, but it is primarily a growth-oriented vehicle rather than a high-yield income solution. |
| Low-risk investor | Weak fit | Mid-cap stocks are subject to higher volatility than large-cap or dividend-focused portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant looking for diversified U.S. mid-cap equity exposure who is willing to tolerate moderate market volatility for potential capital appreciation.
Suitability
IJH is best suited for long-term investors using a passive index-following strategy as part of a diversified portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Mid-cap stocks are inherently more volatile than their large-cap counterparts due to sensitivity to economic shifts. |
| Market risk | Medium / high | The ETF is fully exposed to the equity market and will decline during broad economic downturns. |
| Concentration | Low | The fund holds hundreds of stocks, providing broad diversification across multiple industries. |
| Tracking/expense | Low | With a very low expense ratio and efficient management, tracking error against the index is minimal. |
| Liquidity | Low | High daily trading volume ensures that investors can trade the fund without significant price impact. |
| Business/sector quality | Medium | Mid-cap companies are still maturing and may have less diversified revenue streams than established blue-chip firms. |
Risk Analysis
Volatility
IJH exhibits a beta greater than 1.0 relative to the S&P 500, indicating higher sensitivity to market movements.
Market Risk
The fund is fully invested in equities; therefore, it carries inherent risks of capital loss due to market, economic, and issuer-specific factors.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Mid-Cap Equities (S&P MidCap 400) | 99.8 | This exposure provides broad, diversified access to mid-sized U.S. companies that sit between small-cap and large-cap stocks. |
| Cash/collateral | Cash and Cash Equivalents | 0.2 | A small cash balance is held to manage daily liquidity and fund redemptions. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 20.82% | Avg. Invested days 70 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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