ijh stock: iShares Core S&P Mid‑Cap ETF Guide

This guide explains ijh stock — the iShares Core S&P Mid‑Cap ETF (IJH) — covering its objective, index, holdings, fees, performance, risks, tax and operational mechanics. As of 2026-01-25, key fund...

2024-07-11 00:44:00

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iShares Core S&P Mid‑Cap ETF (IJH)

Keyword: ijh stock

Introduction

ijh stock refers to the iShares Core S&P Mid‑Cap ETF (ticker: IJH), a market‑cap weighted exchange‑traded fund managed by BlackRock / iShares that seeks to track the S&P MidCap 400 Index and is listed on NYSE Arca. This article explains what ijh stock is, how the fund is constructed and traded, key metrics investors commonly monitor (fees, holdings, AUM, liquidity), tax and operational considerations, and practical ways investors use ijh stock in diversified portfolios. The goal is to provide a clear, beginner‑friendly overview while citing authoritative sources and dated observations for verification.

As of 2026-01-25, according to BlackRock and market data providers referenced below, ijh stock is a widely held core mid‑cap ETF with a low expense ratio and multi‑billion dollar net assets; specific figures are date stamped in the sections that follow.

Background and history

ijh stock (IJH) was launched to offer broad exposure to U.S. mid‑cap equities by tracking the S&P MidCap 400 Index. The fund was introduced with the aim of giving investors an efficient, tradable vehicle for mid‑cap market exposure without buying dozens or hundreds of individual stocks. Over time, ijh stock grew its assets under management as investors sought diversified mid‑cap exposure in both taxable and tax‑advantaged accounts.

Inception and sponsor: IJH is an iShares (BlackRock) fund listed on NYSE Arca. The fund’s long operating history has made ijh stock a common holding in many institutional and retail portfolios seeking mid‑cap exposure.
Milestones: ijh stock has expanded in assets and liquidity along with the broader ETF adoption trend. Reconstitutions of the underlying S&P MidCap 400 Index and large index‑level market moves can produce notable flows and tracking effects in ijh stock.

Investment objective and strategy

ijh stock aims to track the performance of the S&P MidCap 400 Index. The fund’s stated investment objective is to provide investment results that correspond generally to the price and yield performance of the index before fees and expenses. Typical implementation attributes include:

Replication: ijh stock uses full replication or representative sampling of the index constituents depending on practicality and trading‑cost considerations. The fund generally holds equity securities that compose the index and may hold cash equivalents, derivatives or engage in temporary transactions consistent with the prospectus.
Target exposure: mid‑cap U.S. equities as defined by the index’s eligibility rules — typically companies with market capitalizations between defined lower and upper cutoffs that sit between large‑cap and small‑cap segments.
Instruments: primarily common stocks of index constituents; in limited cases, the fund may use futures, swaps or cash management instruments for efficient portfolio implementation and cash management.

This approach makes ijh stock a market‑cap weighted, passive fund designed to mirror mid‑cap index returns with low tracking error over time, subject to fees and implementation costs.

Index tracked: S&P MidCap 400 Index

The S&P MidCap 400 Index is maintained by S&P Dow Jones Indices and represents a widely followed benchmark for mid‑capitalization U.S. equities.

Construction rules: the index uses objective criteria for market capitalization, liquidity and sector representation, and constituents are selected to provide coverage of mid‑cap market segments. Constituents are weighted by float‑adjusted market capitalization.
Eligibility: companies must meet size and liquidity thresholds and are reviewed periodically. Reconstitutions and corporate actions (mergers, acquisitions, spin‑offs) can change index membership.
Relationship with ijh stock: ijh stock’s portfolio is built to replicate the index’s composition and weightings as closely as practical. Index changes feed directly into the fund’s rebalancing and trading activity; large index reconstitutions can temporarily increase turnover and tracking differences.

Fund profile and trading information

ijh stock trades under the ticker IJH on NYSE Arca. The fund is a standard U.S.-listed ETF with intraday tradability, quoted prices, and exchange liquidity. Important trading and identification details that investors commonly track include:

Ticker and exchange: IJH, NYSE Arca.
Identifiers: the fund has a CUSIP and an ISIN for regulatory and settlement purposes (refer to the official fund factsheet for exact codes and the latest filings).
Trading hours: IJH trades during U.S. market hours; extended hours liquidity is subject to usual market conventions and is typically lower than regular session liquidity.
Market makers and liquidity provision: multiple authorized participants and designated market makers provide intraday liquidity; ijh stock benefits from both primary market creation/redemption mechanics and secondary market trading.
Average daily volume and bid/ask spreads: liquidity metrics vary over time; as of 2026-01-25, market data providers showed robust average daily share volumes for ijh stock and generally narrow spreads typical of large, core ETFs (see references for date‑stamped figures).

H3. Net assets and shares outstanding

ijh stock’s net assets under management (AUM) and shares outstanding have grown with ETF adoption and investor interest in mid‑cap exposure. As noted in the references, the fund consistently ranks among the largest mid‑cap ETFs by AUM. Because these metrics change daily with flows and market moves, readers should consult the fund factsheet or BlackRock site for the most recent AUM and outstanding share counts.

Holdings and portfolio composition

ijh stock holds the securities that comprise the S&P MidCap 400 Index. Key characteristics of holdings and composition include:

Number of holdings: IJH typically holds roughly 400 equities—the same approximate count as the index—providing diversified mid‑cap coverage.
Top holdings: because ijh stock tracks a 400‑company index, the top 10 holdings generally represent a modest portion of total assets relative to narrower or large‑cap funds. Top positions rotate with index reconstitutions, corporate events and market capitalization moves.
Sector breakdown: ijh stock’s sector weights mirror the index and shift over time. Historically, mid‑cap indices have meaningful weightings to sectors such as industrials, consumer discretionary, financials, and health care, with sector leadership changing across market cycles.
Geographic exposure: primarily U.S. domiciled companies with most revenue and operations concentrated in the United States; international revenue exposure depends on individual mid‑cap companies’ business operations.
Turnover: turnover is governed by the index reconstitution schedule and corporate events; it is generally moderate, reflecting passive tracking rather than active security selection.

H3. Top holdings (example)

Top holdings in ijh stock are date‑sensitive. As an illustration (example snapshot), the top ten weights in a given quarter may include mid‑cap companies across industrials, technology, health care and consumer sectors. Because holdings change, investors should view any top‑10 list as illustrative and consult the latest BlackRock factsheet or a trusted data provider for a current roster.

H3. Sector weightings

Sector exposure in ijh stock typically mirrors the S&P MidCap 400 Index allocation. Commonly higher‑weighted sectors historically include industrials and consumer discretionary, while utilities or real estate may be smaller weights depending on the cycle. Sector maps are useful to diagnose concentration risk and to combine ijh stock with other funds to achieve desired portfolio tilts.

Performance

ijh stock’s performance is designed to closely track the S&P MidCap 400 Index net of fees and expenses. Performance analysis for ijh stock usually covers:

Historical returns: 1‑year, 3‑year, 5‑year, 10‑year and since‑inception returns versus the benchmark and peer mid‑cap ETFs.
Volatility: mid‑cap equities often display higher volatility than large‑caps but lower than small‑caps. IJH’s volatility characteristics reflect the mid‑cap market segment and are commonly measured by standard deviation and rolling returns.
Benchmark and peer comparison: ijh stock is frequently benchmarked to the S&P MidCap 400 Index and compared to similar ETFs (for example, funds that track different mid‑cap indices). Key comparative metrics include expense ratio, tracking difference vs. benchmark, AUM and liquidity.

H3. Price history and distributions

Price action: ijh stock’s market price will generally move in line with mid‑cap index performance. Significant macro events, sector rotations and index reconstitutions can create periods of outperformance or underperformance versus large‑cap indices.
Distributions: ijh stock typically pays periodic dividends (quarterly distributions are common), recording dividends from the underlying equities and passing them to shareholders after administrative processing. Total return accounts for price appreciation plus distributions.

Fees and expenses

One of ijh stock’s attractive features is a low expense ratio compared with actively managed funds and some peers. The fund’s expense ratio is a key determinant of net returns over time.

Expense ratio: ijh stock is offered as a low‑cost core ETF. As of 2026-01-25, BlackRock reported an expense ratio consistent with the iShares Core suite’s low fee profile (refer to the fund factsheet for the precise current figure; historically the ratio has been in the low‑basis‑point range).
Other investor costs: investors also incur bid/ask spreads, brokerage commissions depending on their broker, and market‑impact costs when entering/exiting substantial positions. ETFs like ijh stock usually have narrow spreads during regular market hours due to high liquidity.

Tax considerations

Distributions: dividend distributions from ijh stock are typically taxed as ordinary income or qualified dividend income depending on the underlying company dividends and holding periods; consult a tax advisor for personal tax treatment.
Capital gains: selling ETF shares in a taxable account can trigger capital gains or losses. ETFs generally have tax‑efficient in‑kind creation/redemption mechanics that tend to minimize capital gains distributions versus mutual funds, but investors should review prospectus disclosures and annual tax information.

Creation/redemption mechanism and liquidity

ijh stock benefits from the standard ETF creation and redemption framework:

Authorized participants (APs) can create or redeem blocks of IJH shares in‑kind with the fund manager, exchanging baskets of securities for ETF shares. This in‑kind process helps limit capital gains distributions and supports close tracking of the index.
Secondary market liquidity is supported by APs and market makers, enabling investors to trade IJH on exchange without interacting directly with the fund’s creation basket for most retail trades.
Implications: the creation/redemption mechanism improves liquidity and typically keeps trading spreads narrow, while large redemption events or stressed markets can temporarily widen spreads or affect liquidity.

Risks

Investing in ijh stock involves risks investors should understand. Key risks include:

Market risk: the value of ijh stock will fluctuate with the mid‑cap equity market; negative market moves can reduce NAV and market price.
Mid‑cap concentration: sector or factor concentrations within the mid‑cap segment can amplify losses during adverse sector cycles.
Tracking error: although designed to track the S&P MidCap 400 Index, tracking error can arise from fees, transaction costs, sampling differences, cash holdings and operational frictions.
Liquidity risk: while ijh stock is typically liquid, extreme market stress can reduce liquidity and widen spreads.
Operational and model risk: indexing, fund management errors or regulatory changes can affect performance.

This section is informational; it is not investment advice. Each investor should evaluate how ijh stock’s risk profile fits their own goals and constraints.

Governance and management

ijh stock is sponsored by BlackRock (iShares), one of the largest ETF managers globally. Governance features include:

Sponsor oversight: BlackRock maintains compliance, portfolio management and operational teams responsible for index tracking, rebalancing and regulatory filings.
Prospectus and filings: IJH’s prospectus, annual and semi‑annual reports provide the formal governance framework, disclosure of fees, portfolio managers and historical performance metrics.

Comparison with other mid‑cap funds

Investors comparing ijh stock to other mid‑cap ETFs typically look at expense ratio, AUM, tracking difference, index methodology and liquidity.

Expense and cost: ijh stock is positioned as a low‑cost core option; expense differentials versus peers can have meaningful long‑term impacts on compounded returns.
Index methodology: compare the S&P MidCap 400 (tracked by ijh stock) to other mid‑cap indices; differences in constituent selection and weighting can produce performance divergences.
Liquidity and AUM: ijh stock’s large asset base and trading volume generally produce tight spreads, making it convenient for both retail and institutional investors.

Use in portfolios

Common uses for ijh stock include:

Core mid‑cap allocation: investors use ijh stock to gain diversified mid‑cap exposure as part of a multi‑cap equity allocation.
Diversification: pairing ijh stock with large‑cap and small‑cap funds can smooth exposures across market‑cap segments.
Tactical allocations: investors may overweight or underweight mid‑caps relative to other cap segments based on valuation or macro views.

This guidance is descriptive, not investment advice.

Notable coverage, analysis and criticism

Analyst commentary on ijh stock typically focuses on its role as a low‑cost, passive mid‑cap vehicle. Third‑party research platforms provide Morningstar ratings, historical tracking data and peer comparisons. Criticisms, when raised, often relate to index concentration or the limitations of market‑cap weighting during certain market environments.

Recent developments

As of 2026-01-25, according to BlackRock, ijh stock remained a large, liquid mid‑cap ETF within the iShares Core family, and market data providers reported sustained daily trading volumes and stable flows relative to historical norms.
For the most recent material changes (reconstitutions, large flows or prospectus amendments), consult the fund’s regulatory filings and the BlackRock product page. Date stamps are essential because holdings, AUM and fees can change.

References

BlackRock / iShares product page and fund factsheet (date‑stamped updates). Source for official prospectus, AUM, expense ratio and holdings snapshots.
Yahoo Finance IJH quote and historical data (used for market price, average daily volume and distribution history; date stamped in charts).
Morningstar and U.S. News / Money (third‑party metrics and analyst coverage; date stamped ratings and commentary).
StockAnalysis, Investing.com and brokerage summary pages (supplementary fund profile, historical returns and performance tables).

As of 2026-01-25, the statements above refer to data published by these providers; readers should consult the primary fund documents for the most current, verifiable numbers.

External links

Note: official and authoritative pages include the BlackRock / iShares IJH fund page, the fund prospectus and major financial data pages from reputable providers. Consult those resources directly for live figures and regulatory filings.

Practical next steps and where to trade

If you are researching ijh stock for a portfolio allocation:

Verify the latest fund factsheet and prospectus for up‑to‑date AUM, expense ratio, holdings and tax information.
Use reputable data providers to examine recent tracking error, rolling returns and sector exposures.
For trading and digital asset needs (wallet services and non‑custodial options), Bitget Wallet and Bitget platform offer tools for crypto traders; for U.S. ETF trading, consult your licensed broker and confirm access and fee schedules.

This article is educational and not investment advice. For personalized guidance, contact a licensed financial professional.

Last updated: 2026-01-25. Data and holdings are subject to change; consult the official BlackRock / iShares IJH page and fund filings for live information.

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