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iShares Morningstar Mid-Cap Growth ETF (JKH)



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Upturn Advisory Summary
10/10/2025: JKH (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 21.89% | Avg. Invested days 56 | Today’s Advisory WEAK BUY |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta 1.08 | 52 Weeks Range 61.65 - 81.37 | Updated Date 06/29/2025 |
52 Weeks Range 61.65 - 81.37 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Morningstar Mid-Cap Growth ETF
ETF Overview
Overview
The iShares Morningstar Mid-Cap Growth ETF (IWP) seeks to track the investment results of an index composed of mid-capitalization U.S. equities that exhibit growth characteristics. The ETF focuses on mid-cap companies expected to experience above-average growth, providing targeted exposure to this segment of the market.
Reputation and Reliability
iShares, managed by BlackRock, is one of the largest and most reputable ETF providers globally, known for its diverse range of investment products and sound management practices.
Management Expertise
BlackRock has a strong track record and extensive experience in managing ETFs, leveraging its research capabilities and investment strategies to deliver consistent performance.
Investment Objective
Goal
The primary goal of the iShares Morningstar Mid-Cap Growth ETF is to track the investment results of the Morningstar Mid Growth Index, providing exposure to mid-cap U.S. companies exhibiting growth characteristics.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, seeking to hold all of the component securities of its underlying index in approximately the same proportions.
Composition The ETF holds a diversified portfolio of mid-cap U.S. stocks identified as having above-average growth potential based on Morningstar's proprietary methodology.
Market Position
Market Share: The iShares Morningstar Mid-Cap Growth ETF holds a substantial market share within the mid-cap growth ETF category.
Total Net Assets (AUM): 7624000000
Competitors
Key Competitors
- Vanguard Mid-Cap Growth ETF (VOT)
- Schwab U.S. Mid-Cap Growth ETF (SCHM)
- SPDR S&P MidCap 400 Growth ETF (MDYG)
Competitive Landscape
The mid-cap growth ETF industry is moderately competitive, with a few large players dominating the market share. IWP offers a competitive expense ratio and a well-established track record. Competitors like VOT may offer slightly lower expense ratios and broader diversification, while SCHM could attract investors with a cost conscious strategy.
Financial Performance
Historical Performance: Historical performance data should be reviewed to understand the ETF's track record, including annual returns and volatility.
Benchmark Comparison: The ETF's performance should be compared to the Morningstar Mid Growth Index to assess its tracking effectiveness.
Expense Ratio: 0.17
Liquidity
Average Trading Volume
The ETF's average trading volume is typically robust, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread is generally tight, minimizing trading costs.
Market Dynamics
Market Environment Factors
Economic indicators such as GDP growth, interest rates, and inflation, as well as sector-specific growth prospects, influence the performance of IWP. Current market conditions affect the valuation and growth potential of the underlying mid-cap companies.
Growth Trajectory
The ETF's growth trajectory depends on the performance of its underlying holdings and overall market sentiment towards mid-cap growth stocks. Changes to strategy and holdings are disclosed periodically in fund prospectuses.
Moat and Competitive Advantages
Competitive Edge
IWP's competitive edge stems from its well-defined focus on mid-cap growth stocks and its affiliation with iShares, a leading ETF provider. The ETF leverages Morningstar's growth factor methodology, providing a differentiated approach to identifying promising mid-cap companies. iShares' brand recognition and distribution network further enhance the ETF's appeal to investors. The fund is relatively low cost for its category.
Risk Analysis
Volatility
The ETF is expected to exhibit moderate volatility due to its focus on growth stocks, which can be more sensitive to market fluctuations.
Market Risk
Specific risks associated with IWP include market risk, sector concentration risk, and the risk that its underlying growth stocks may not perform as expected. Mid-cap stocks are generally more volatile than large-cap stocks.
Investor Profile
Ideal Investor Profile
IWP is ideal for investors seeking targeted exposure to mid-cap growth stocks and willing to accept moderate levels of volatility. Suitable for growth-oriented investors looking to diversify their portfolios.
Market Risk
IWP is best suited for long-term investors with a moderate risk tolerance and a preference for growth stocks.
Summary
The iShares Morningstar Mid-Cap Growth ETF offers targeted exposure to mid-cap U.S. equities with above-average growth potential. Managed by BlackRock, the ETF leverages a replication strategy to track the Morningstar Mid Growth Index. While subject to moderate volatility, IWP is suitable for long-term investors seeking growth and diversification within their portfolios. Its competitive expense ratio and well-defined focus make it an attractive option for investors looking for exposure to the mid-cap growth segment of the market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar.com
- etf.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions are subject to change, and past performance is not indicative of future results. Consult with a qualified 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 Morningstar Mid-Cap Growth ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The investment seeks to track the investment results of the Morningstar® US Mid Cap Broad Growth IndexSM composed of mid-capitalization U.S. equities that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of stocks issued by mid-capitalization companies that have exhibited above-average growth characteristics as determined by Morningstar, Inc.'s (Morningstar or the index provider) proprietary index methodology.

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