iShares Core S&P Mid-Cap ETF (IJH) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
iShares Core S&P Mid-Cap ETF (IJH) trades at $74.95 with AI Score 47/100 (Grade C). The iShares Core S&P Mid-Cap ETF (IJH) aims to replicate the investment outcomes of an index comprising mid-capitalization U. Market cap: $121B, Sector: Financial services.
Price as of Jul 20, 2026 · Last analyzed: Mar 15, 2026Analyst Coverage for IJH: IJH does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates IJH against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
IJH: the 3 scored disciplines are evenly split. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
iShares Core S&P Mid-Cap ETF (IJH) Financial Services Profile
iShares Core S&P Mid-Cap ETF (IJH) provides broad exposure to the U.S. mid-cap equity market, tracking the S&P MidCap 400 index. With a focus on diversification and cost-effectiveness, IJH serves as a core building block for portfolio construction, offering access to a segment often overlooked by investors focused on large-cap stocks.
What Is the Investment Thesis for IJH?
The iShares Core S&P Mid-Cap ETF (IJH) presents a compelling investment vehicle for those seeking exposure to the mid-cap segment of the U.S. equity market. With a beta of 1.12, IJH exhibits moderate volatility relative to the broader market. The ETF's primary value driver is its ability to track the S&P MidCap 400 Index, providing diversified exposure to a range of sectors and companies. A key growth catalyst is the potential for mid-cap companies to outperform large-cap stocks during certain economic cycles. However, potential risks include market fluctuations and the possibility of underperformance compared to other asset classes. Investors may want to evaluate IJH as part of a well-diversified portfolio, aligning with their risk tolerance and investment objectives.
Based on FMP financials and quantitative analysis
IJH Key Highlights
- Tracks the S&P MidCap 400 Index, offering exposure to mid-sized U.S. companies.
- Provides diversification across various sectors, including financials, consumer discretionary, and industrials.
- Offers a cost-effective way to access the mid-cap segment of the U.S. equity market.
- Managed by BlackRock, a leading global asset manager.
- Market Cap of $121B, reflecting the fund's significant size and liquidity.
Who Are IJH's Competitors?
IJH is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| IEMG iShares Core MSCI Emerging Markets ETF | $76.98 | -1.45% | $160B | 47 |
| IJR iShares Core S&P Small-Cap ETF | $145.10 | -0.63% | $111B | 47 |
| IVE iShares S&P 500 Value ETF | $229.73 | -0.61% | $48.6B | 47 |
| IVW iShares S&P 500 Growth ETF | $134.69 | +0.32% | $73.5B | 44 |
| IWD iShares Russell 1000 Value ETF | $246.96 | -0.43% | $79.4B | 49 |
| AMFCX American Funds American Mutual Fund | $63.05 | -0.69% | $77.0B | 71 |
| RNNEX American Funds The New Economy Fund Class R-2E | $77.88 | -1.28% | $51.8B | 91 |
| ABALX American Funds American Balanced Fund Class A | $40.22 | -0.12% | $288B | 72 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are IJH's Key Strengths?
- Diversified exposure to the U.S. mid-cap market.
- Low expense ratio compared to actively managed funds.
- High liquidity and trading volume.
- Managed by BlackRock, a leading asset manager.
What Are IJH's Weaknesses?
- Potential for underperformance compared to other asset classes.
- Vulnerability to market fluctuations and economic downturns.
- Limited control over stock selection due to index tracking.
- No dividend yield.
What Could Drive IJH Stock Higher?
- Potential for mid-cap companies to outperform large-cap stocks during economic recovery.
- Increasing adoption of ETFs as core portfolio holdings.
- Potential changes in the composition of the S&P MidCap 400 Index.
- Innovation in ETF product offerings and investment strategies.
What Are the Key Risks for IJH?
- Weak fundamentals — a Piotroski F-Score of 1/9 flags soft profitability, leverage or efficiency.
- Market fluctuations and economic downturns.
- Underperformance compared to other asset classes.
- Competition from other ETF providers.
- Changes in interest rates and inflation.
- Regulatory changes and compliance costs.
What Are the Growth Opportunities for IJH?
- Expansion of ETF Adoption: The increasing popularity of ETFs as investment vehicles presents a significant growth opportunity for IJH. As more investors, both individual and institutional, allocate capital to ETFs for their diversification and cost-efficiency, IJH stands to benefit from increased inflows. This trend is expected to continue as investors seek low-cost, transparent investment solutions.
- Strategic Partnerships and Distribution Channels: Forming strategic partnerships with financial advisors, brokerage firms, and other distribution channels can enhance IJH's reach and accessibility to a wider investor base. By leveraging these partnerships, IJH can tap into new markets and increase its assets under management. Collaborations with robo-advisors and online investment platforms can further expand its distribution network and attract tech-savvy investors. These partnerships can also provide valuable insights into investor preferences and market trends.
- Product Innovation and Expansion: Developing new ETFs that target specific segments of the mid-cap market or incorporate innovative investment strategies can attract new investors and differentiate IJH from its competitors. This could include ETFs focused on specific sectors, such as technology or healthcare, or ETFs that incorporate environmental, social, and governance (ESG) factors. By expanding its product offerings, IJH can cater to a wider range of investor needs and preferences and capture a larger share of the ETF market.
- International Expansion: While IJH focuses on the U.S. mid-cap market, there is potential to expand its reach to international markets by launching similar ETFs that track mid-cap indices in other countries or regions. This would allow investors to gain exposure to a broader range of global equities and diversify their portfolios. Expanding internationally requires careful consideration of regulatory requirements, market conditions, and investor demand, but it can provide a significant growth opportunity for IJH.
- Enhanced Marketing and Investor Education: Investing in marketing and investor education initiatives can raise awareness of IJH's benefits and attract new investors. This could include online advertising, social media campaigns, webinars, and educational materials that explain the advantages of investing in mid-cap stocks and the role of ETFs in portfolio construction. By educating investors about the benefits of IJH, the fund can increase its visibility and attract a larger investor base.
What Opportunities Does IJH Have?
- Increasing adoption of ETFs as investment vehicles.
- Expansion into new markets and investment strategies.
- Growing demand for ESG-focused ETFs.
- Strategic partnerships with financial advisors and brokerage firms.
What Threats Does IJH Face?
- Intense competition from other ETF providers.
- Changes in market conditions and investor sentiment.
- Regulatory changes and increased compliance costs.
- Potential for tracking error compared to the S&P MidCap 400 Index.
What Are IJH's Competitive Advantages?
- Scale: As part of BlackRock, IJH benefits from the firm's vast resources and established infrastructure.
- Brand Recognition: iShares is a well-known and trusted brand in the ETF industry.
- Low Cost: IJH offers a competitive expense ratio compared to other mid-cap ETFs.
- Index Tracking: The fund's objective to closely track the S&P MidCap 400 Index provides a predictable investment outcome.
What Does IJH Do?
The iShares Core S&P Mid-Cap ETF (IJH) is designed to mirror the investment performance of the S&P MidCap 400 Index, which consists of mid-sized U.S. companies. Launched by BlackRock, one of the world's leading asset managers, IJH provides investors with a convenient and cost-efficient way to access a diversified portfolio of mid-cap stocks. Mid-cap companies are generally defined as those with market capitalizations between $2 billion and $10 billion, representing a segment of the market that offers a balance between growth potential and stability. IJH's holdings span various sectors, including financials, consumer discretionary, industrials, and information technology, reflecting the breadth of the U.S. economy. The ETF's objective is to provide investment results that correspond to the price and yield performance of its underlying index, before fees and expenses. By investing in IJH, investors gain exposure to a diversified basket of mid-cap stocks, potentially benefiting from the growth opportunities associated with this market segment. The fund is rebalanced periodically to ensure it accurately reflects the composition of the S&P MidCap 400 Index. IJH is a popular choice for both individual and institutional investors seeking to enhance their portfolio diversification and capture the potential returns of mid-cap equities.
What Products and Services Does IJH Offer?
- Tracks the investment results of the S&P MidCap 400 Index.
- Provides exposure to mid-sized U.S. companies.
- Offers diversification across various sectors.
- Rebalances periodically to maintain index alignment.
- Provides a cost-effective investment option.
- Offers daily liquidity through exchange trading.
- Serves as a core holding in diversified investment portfolios.
How Does IJH Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Aims to replicate the performance of the S&P MidCap 400 Index.
- Provides a transparent and liquid investment vehicle for accessing mid-cap equities.
What Industry Does IJH Operate In?
The asset management industry is characterized by intense competition, with numerous firms offering a wide range of investment products and services. ETFs like IJH have gained popularity due to their low cost, transparency, and diversification benefits. The mid-cap segment of the U.S. equity market offers a balance between growth potential and stability, attracting investors seeking to enhance their portfolio returns. Market trends include the increasing adoption of passive investment strategies and the growing demand for specialized ETFs that target specific market segments or investment themes. IJH competes with other mid-cap ETFs and actively managed funds, striving to provide superior risk-adjusted returns and maintain its position as a leading provider of mid-cap exposure.
Who Are IJH's Key Customers?
- Individual investors seeking diversified exposure to mid-cap stocks.
- Financial advisors building portfolios for their clients.
- Institutional investors seeking to allocate capital to the mid-cap segment.
- Retirement plans and pension funds.
F-Score 1/9Financial Health
iShares Core S&P Mid-Cap ETF's Piotroski F-Score is 1/9, a 9-point checklist of profitability, leverage and efficiency — flagging fundamental weakness worth scrutiny. Its Altman Z-Score of 10.00 places it in the safe zone, indicating low near-term bankruptcy risk.
How iShares Core S&P Mid-Cap ETF Is Valued
Relative to its peer group, IJH's quantitative score of 47/100 is roughly in line with the peer average of 47/100.
IJH Financials
Bull Case vs Bear Case
Bull Case
- Diversified exposure to the U.S. mid-cap market.
- Low expense ratio compared to actively managed funds.
- High liquidity and trading volume.
- Managed by BlackRock, a leading asset manager.
Bear Case
- Potential for underperformance compared to other asset classes.
- Vulnerability to market fluctuations and economic downturns.
- Limited control over stock selection due to index tracking.
- No dividend yield.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · July 2026
IJH Latest News
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ETF Investors Are Finally Getting Paid To Diversify Away From The Magnificent Seven
benzinga · Jul 10, 2026
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Should iShares Core S&P Mid-Cap ETF (IJH) Be on Your Investing Radar?
zacks.com · May 27, 2026
IJH Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for IJH.
Price Targets
Wall Street price target analysis for IJH.
IJH MoonshotScore
What does this score mean?
The MoonshotScore rates IJH 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Latest iShares Core S&P Mid-Cap ETF Analysis
What Investors Ask About iShares Core S&P Mid-Cap ETF (IJH) — Financial Services
What does the AI Score mean for IJH?
IJH holds an AI Score of 47/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. The iShares Core S&P Mid-Cap ETF (IJH) aims to replicate the investment outcomes of an index comprising mid-capitalization U.S. equities. With a substantial market capitalization, IJH offers …
What does iShares Core S&P Mid-Cap ETF do?
The iShares Core S&P Mid-Cap ETF (IJH) is designed to track the investment results of the S&P MidCap 400 Index, which represents the performance of mid-sized U.S. companies. By investing in IJH, investors gain exposure to a diversified portfolio of approximately 400 mid-cap stocks, spanning various sectors of the U.S. economy.
What do analysts say about IJH stock?
Analysts generally view the iShares Core S&P Mid-Cap ETF (IJH) as a solid investment option for those seeking exposure to the mid-cap segment of the U.S. equity market. Key valuation metrics, such as price-to-earnings (P/E) ratio and price-to-book (P/B) ratio, are typically in line with the average for mid-cap stocks.
What are the main risks for IJH?
The main risks associated with investing in the iShares Core S&P Mid-Cap ETF (IJH) include market risk, sector concentration risk, and tracking error risk. Market risk refers to the potential for the overall market to decline, which could negatively impact the value of IJH.
What are the key factors to evaluate for IJH?
iShares Core S&P Mid-Cap ETF (IJH) holds an AI score of 47/100 (low). Not financial advice.
How frequently does IJH data refresh on this page?
IJH's price was last updated on Jul 20, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven IJH's recent stock price performance?
iShares Core S&P Mid-Cap ETF (IJH) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Diversified exposure to the U.S. mid-cap market. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider IJH overvalued or undervalued right now?
iShares Core S&P Mid-Cap ETF (IJH) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research IJH before investing?
Before investing in iShares Core S&P Mid-Cap ETF (IJH), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for IJH. The information provided is based on available data and may be subject to change.