IJJ ETF Analysis: S&P Mid-Cap 400 Value | NYSE
Mid-Cap Value | NYSE, USA | Market Cap: 8.762m USD | 12M Return: 18.5% | Charts, Fundamentals & Technical Analysis
Avg Turnover: 26.4M
Warnings
No concerns identified
Tailwinds
Seasonality 10.5 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
The iShares S&P Mid-Cap 400 Value ETF (IJJ) is a passively managed exchange-traded fund that seeks to track the performance of mid-capitalization U.S. companies exhibiting value characteristics. As an ETF, it offers investors liquid, low-cost exposure to a specific segment of the U.S. equity market through a single security.
The fund commits at least 80% of its assets to the component securities of its underlying index, with the remaining portion permitted in futures, options, swap contracts, and cash equivalents. This investment structure is typical of index-tracking ETFs, which prioritize replication of a benchmark rather than active security selection. Mid-cap value funds target medium-sized companies trading at valuations considered attractive relative to fundamentals, distinct from mid-cap growth strategies that emphasize companies with higher earnings expansion potential.
- Fed rate cuts boost mid-cap value financials rotation
- U.S. economic slowdown pressures mid-cap industrial margins
- Value factor outperforms growth amid rising rate expectations
As of July 28, 2026, the stock is trading at USD 148.53 with a total of 186,319 shares traded. Over the past week, the price has changed by +1.32%, over one month by +0.84%, over three months by +5.16% and over the past year by +18.52%.
Current recommended Stop Loss: 146.40 (which is 1.4% or 1.2 ATR below the current price).
S&P Mid-Cap 400 Value has no consensus analysts rating.