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Upturn AI Summary
iShares S&P Mid-Cap 400 Growth ETF(IJK)
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 IJK
11/06/2026: IJK (2-star) is currently NOT-A-BUY. Pass it for now.
The iShares S&P Mid-Cap 400 Growth ETF (IJK) provides focused exposure to U.S. mid-cap companies identified as having growth characteristics. It achieves this by tracking the S&P MidCap 400 Growth Index, offering investors a liquid and cost-efficient vehicle for mid-cap participation. Its primary role in a portfolio is as a growth-tilted equity holding, though it is subject to mid-cap volatility and interest-rate sensitivity. It is most suitable for investors who can tolerate equity risk in pursuit of capital appreciation and who favor passive exposure over active stock picking.
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 | The fund is specifically designed to capture capital appreciation from mid-cap growth companies. |
| Momentum investor | Strong fit while signal remains positive | Mid-cap growth stocks often exhibit momentum trends during bullish market phases. |
| Value investor | Weak fit | This fund focuses on growth metrics rather than valuation-based fundamental investing. |
| Dividend/Income investor | Weak fit | Growth-oriented funds prioritize reinvestment and capital gains over regular dividend income. |
| Low-risk investor | Mixed fit | Mid-cap equities generally carry higher volatility than large-cap or broad-market alternatives. |
Investor Profile
Ideal Investor Profile
Growth-oriented investors seeking mid-cap U.S. equity exposure with a long-term investment horizon.
Suitability
Best suited for long-term investors aiming to build core or satellite mid-cap growth positions within a diversified portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Mid-cap stocks are typically more volatile than large-cap equivalents. |
| Market risk | Medium / high | The fund is subject to general equity market downturns. |
| Concentration | Medium | While diversified across 400 holdings, it focuses specifically on the mid-cap growth segment. |
| Tracking/expense | Low | The low expense ratio and efficient structure minimize tracking deviation. |
| Liquidity | Low | High trading volume ensures liquidity is generally not a significant concern for investors. |
| Business/sector quality | Medium | Performance relies on the health of mid-sized U.S. businesses across various sectors. |
Risk Analysis
Volatility
IJK historically exhibits moderate-to-high volatility consistent with the mid-cap growth factor, often experiencing deeper drawdowns than large-cap indices during market stress.
Market Risk
The ETF is exposed to systematic market risks, including economic cycle changes, sector-specific downturns, and equity market sensitivity to interest rates.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Mid-Cap Equities | 99.5 | Provides targeted exposure to the growth segment of the U.S. mid-cap equity market. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | Represents minor liquidity held for operational purposes and cash drag management. |
Analysis of Past Performance
Type ETF | Historic Profit 22.95% | Avg. Invested days 69 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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