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Upturn AI SWOT - About
iShares S&P Mid-Cap 400 Growth ETF (IJK)
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Upturn Advisory Summary
10/10/2025: IJK (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 16.8% | Avg. Invested days 63 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.15 | 52 Weeks Range 71.57 - 99.48 | Updated Date 06/29/2025 |
52 Weeks Range 71.57 - 99.48 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares S&P Mid-Cap 400 Growth ETF
ETF Overview
Overview
The iShares S&P Mid-Cap 400 Growth ETF (IJK) seeks to track the investment results of an index composed of mid-capitalization U.S. equities that exhibit growth characteristics. It focuses on mid-sized companies in the U.S. with high growth potential. The ETF employs a passively managed, full-replication strategy.
Reputation and Reliability
iShares is a well-established and reputable ETF provider with a long track record of managing index-tracking funds.
Management Expertise
BlackRock, the issuer of iShares ETFs, has significant expertise and resources in managing investment portfolios and index funds.
Investment Objective
Goal
To track the investment results of an index composed of mid-capitalization U.S. equities that exhibit growth characteristics.
Investment Approach and Strategy
Strategy: The ETF tracks the S&P MidCap 400 Growth Index.
Composition The ETF primarily holds stocks of mid-capitalization U.S. companies selected for their growth characteristics based on factors such as earnings, sales, and price change.
Market Position
Market Share: Data is not available to calculate precise market share.
Total Net Assets (AUM): 1140000000
Competitors
Key Competitors
- Vanguard Mid-Cap Growth ETF (VOT)
- SPDR S&P 400 Mid Cap Growth ETF (MDYG)
- Schwab U.S. Mid-Cap Growth ETF (SXTG)
Competitive Landscape
The mid-cap growth ETF market is competitive, with iShares, Vanguard, and State Street (SPDR) being major players. IJK benefits from iShares' brand recognition and large AUM. Competing funds may have slightly different expense ratios or tracking methodologies, potentially leading to performance variations. IJK's advantages lies in its large AUM and established track record.
Financial Performance
Historical Performance: Historical performance data is not available in this format, but can be found on financial websites.
Benchmark Comparison: A benchmark comparison requires specific performance data over defined periods which is not available.
Expense Ratio: 0.05
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, facilitating relatively easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market sentiment impact the performance of IJK. Rising interest rates and economic slowdowns could negatively affect growth stocks.
Growth Trajectory
The growth trajectory of IJK is tied to the performance of the mid-cap growth segment of the US equity market. Changes in sector allocations or index methodology could also influence its growth.
Moat and Competitive Advantages
Competitive Edge
IJK's competitive advantages stem from BlackRock's extensive resources and brand recognition, attracting a large AUM. The ETF offers a passively managed, low-cost approach to access mid-cap growth stocks. Its established history provides investors with a reliable and liquid investment vehicle. The ETF tracks the S&P MidCap 400 Growth Index, a well-known and respected benchmark.
Risk Analysis
Volatility
Mid-cap stocks tend to be more volatile than large-cap stocks, and growth stocks can be more volatile than value stocks. IJKu2019s volatility will reflect the combined risk of these two factors.
Market Risk
The ETF is subject to market risk, meaning its value can fluctuate based on broader market conditions and investor sentiment. Specific risks relate to the performance of the underlying mid-cap growth companies.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking long-term capital appreciation, has a moderate risk tolerance, and desires exposure to the mid-cap growth segment of the U.S. equity market.
Market Risk
The ETF is suitable for long-term investors who can tolerate moderate volatility. It's not ideal for active traders seeking short-term gains.
Summary
The iShares S&P Mid-Cap 400 Growth ETF (IJK) offers investors exposure to mid-capitalization U.S. companies exhibiting growth characteristics. It tracks the S&P MidCap 400 Growth Index, providing a passively managed, low-cost investment option. While mid-cap growth stocks can be volatile, the ETF's diversification and liquidity make it a suitable choice for long-term investors seeking capital appreciation. BlackRock's management expertise and the ETF's established track record further enhance its appeal. Its performance is influenced by market conditions and the growth potential of its underlying holdings.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- Morningstar
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions.
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.
About iShares S&P Mid-Cap 400 Growth ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
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