IJJ – iShares S&P Mid-Cap 400 Value ETF – ETF Stock Quote | Morningstar

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Will IJJ outperform in the future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IJJ’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the IJJ management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of IJJ’s parent organization’s priorities and whether they’re in line with investors’ interests.

A small mid-cap value ETF.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

IShares S&P Mid-Cap 400 Value ETF’s unique positioning makes it a compelling option in the mid-cap value Morningstar Category.

by Zachary Evens

Rated on Apr 25, 2026 Published on Apr 25, 2026

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Current Portfolio Date Jun 3, 2026
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 10.4

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
TD Synnex Corp	1.24	105M	Technology
Alcoa Corp	1.24	105M	Basic Materials
Reliance Inc	1.22	103M	Basic Materials
US Foods Holding Corp	1.08	92M	Consumer Defensive
WESCO International Inc	1.08	91M	Industrials
Ovintiv Inc	0.97	82M	Energy
BorgWarner Inc	0.94	79M	Consumer Cyclical
Annaly Capital Management Inc	0.90	76M	Real Estate
Performance Food Group Co	0.90	76M	Consumer Defensive
Permian Resources Corp Class A	0.88	75M	Energy

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