iShares S&P Mid-Cap 400 Value ETF IJJ

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Morningstar’s Analysis IJJ

Will IJJ outperform in the future?

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

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.

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Portfolio Holdings IJJ

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

US Foods Holding Corp

1.30 111M
Consumer Defensive

Permian Resources Corp Class A

1.27 108M
Energy

Reliance Inc

1.26 108M
Basic Materials

Ovintiv Inc

1.18 101M
Energy

TD Synnex Corp

1.17 100M
Technology

HF Sinclair Corp

1.12 95M
Energy

Reinsurance Group of America Inc

1.02 87M
Financial Services

SharkNinja Inc

0.97 83M
Consumer Cyclical

WESCO International Inc

0.92 79M
Industrials

Pinnacle Financial Partners Inc

0.90 77M
Financial Services

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