Morningstar

iShares S&P Mid-Cap 400 Value ETF IJJ

Medalist Rating as of Apr 25, 2026 See iShares Investment Hub

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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Portfolio Holdings IJJ

More IJJ Holdings

Current Portfolio DateNov 11, 2026
Equity Holdings—
Bond Holdings—
Other Holdings—
% Assets in Top 10 Holdings10.8

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
US Foods Holding Corp	1.36	120M	Consumer Defensive
Reliance Inc	1.25	110M	Basic Materials
SharkNinja Inc	1.08	95M	Consumer Cyclical
TD Synnex Corp	1.06	94M	Technology
Permian Resources Corp Class A	1.04	92M	Energy
Reinsurance Group of America Inc	1.02	90M	Financial Services
Performance Food Group Co	1.00	88M	Consumer Defensive
Jones Lang LaSalle Inc	0.99	87M	Real Estate
Ovintiv Inc	0.97	86M	Energy
James Hardie Industries PLC	0.97	85M	Basic Materials

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