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IJKiShares S&P Mid-Cap 400 Growth ETF

Grow my money26y track recordRanked #111 of 3,055 in this goal

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

By iShares · Launched 2000

Annual Cost

0.16%

#731 of 6,040 · low cost

Fund Size

$10.7B

#275 of 6,040 · large

Return (1Y)

+15.1%

Track Record

26 years

#104 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,256+12.6%

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

Holdings

By weight

Concentration

Top 10 holdings = 17.8% of funddiversified

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
100.0%
Cash
0.0%

By sector

Industrials
26.4%
Technology
23.7%
Healthcare
16.0%
Consumer Cyclical
7.3%
Financial Services
7.3%
Real Estate
5.5%
Basic Materials
4.7%
Energy
3.3%
Other
5.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
17.8%Moderate

Year-on-year price swings

Max drawdown
-39.2%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.61Decent risk-adjusted returns
Sortino (3Y)
0.90Moderate 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

Next steps

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Data updated on 2026-09-18