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iShares S&P Mid-Cap 400 Value ETF IJJ

Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IJJ

Will IJJ outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Strong Performing Mid-Cap Value Fund

Associate Analyst Zachary Evens

Zachary Evens

Associate Analyst

Summary

IShares S&P Mid-Cap 400 Value ETF is a compelling option in the mid-cap value Morningstar Category. Its low fee, broad diversification, and slight quality tilt make it hard to beat. It earns a Morningstar Analyst Rating of Bronze.

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Portfolio Holdings IJJ

  • Current Portfolio Date
  • Equity Holdings 302
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 8.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
1.20
80,964,663
Technology
0.94
63,347,620
Financial Services
0.86
58,307,751
Industrials
0.81
55,139,745
Financial Services
0.78
52,607,217
Industrials
0.77
52,241,647
Healthcare
0.74
50,246,348
Financial Services
0.74
50,089,539
Technology
0.73
49,220,146
Consumer Cyclical
0.72
48,536,930
Basic Materials