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IJKiShares S&P Mid-Cap 400 Growth ETF

Grow my money26y track recordRanked #112 of 2,993 in this goal

Tracks the investment results of the S&P MidCap 400 Growth Index.

By iShares · Launched 2000

Annual Cost

0.17%

#713 of 5,853 · low cost

Fund Size

$11.3B

#251 of 5,853 · large

Return (1Y)Goal

+19.3%

Track Record

26 years

#100 of 5,853 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,827+18.3%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Mid

Strategy

Index tracking

Factor

Growth

Index tracked

S&P MidCap 400 Growth Index

What it actually holds

By weight

Concentration

Top 10 holdings = 17.8% of fundwell diversified

BlackRock Funds III
4.6%
TechnipFMC plc
1.7%
Casey's General Stores, Inc.
1.7%
United Therapeutics Corp.
1.6%
Curtiss-Wright Corp.
1.5%
Flex Ltd.
1.5%
XPO, Inc.
1.4%
Woodward, Inc.
1.3%
Royal Gold, Inc.
1.3%
ATI, Inc.
1.2%

Asset allocation

Stocks
99.7%
Cash
0.3%

By sector

Industrials
30.8%
Technology
23.9%
Healthcare
13.6%
Consumer Cyclical
7.3%
Financial Services
6.7%
Real Estate
5.2%
Basic Materials
4.1%
Energy
3.0%
Other
5.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
17.9%Moderate

Year-on-year price swings

Max drawdown
-39.2%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.58Decent risk-adjusted returns
Sortino (3Y)
0.85Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the investment results of the S&P MidCap 400 Growth Index.
Strategy
Invests primarily in mid-capitalization U.S. equities exhibiting growth characteristics, using a representative sampling indexing strategy to track the S&P MidCap 400 Growth Index. Concentrates in consumer goods and services, financials, and industrials sectors.
Inception date
July 24, 2000
Fund family
iShares

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Data updated on 2026-08-02