Ishares Sp Mid Cap Etf Profile

IJK Etf  USD 85.34  0.76  0.88%   

Performance

10 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 9

 
High
 
Low
Low
IShares SP is selling for 85.34 as of the 18th of April 2024. This is a -0.88 percent decrease since the beginning of the trading day. The etf's last reported lowest price was 85.24. IShares SP has less than a 9 % chance of experiencing financial distress in the next few years and had a ok performance during the last 90 days. Equity ratings for iShares SP Mid Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 18th of February 2024 and ending today, the 18th of April 2024. Click here to learn more.
The fund generally will invest at least 80 percent of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its index and may invest up to 20 percent of its assets in certain futures, options and swap contracts, cash and cash equivalents. More on iShares SP Mid Cap

Moving together with IShares Etf

  0.98VOT Vanguard Mid CapPairCorr
  0.96IWP iShares Russell MidPairCorr
  0.88KOMP SPDR Kensho NewPairCorr
  1.0MDYG SPDR SP 400PairCorr
  0.98IMCG iShares Morningstar MidPairCorr

IShares Etf Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. IShares SP's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding IShares SP or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
ChairmanGeorge Parker
Thematic Ideas
(View all Themes)
Old NameBtc Ishares S&p Mid-cap 400 Growth Etf
Business ConcentrationSize And Style ETFs, Mid Cap ETFs, Mid-Cap Growth, iShares (View all Sectors)
IssueriShares
Inception Date2000-07-24
BenchmarkS&P MidCap 400(R) Growth Index
Entity TypeRegulated Investment Company
Asset Under Management9.25 Billion
Average Trading Valume535,968
Asset TypeEquity
CategorySize and Style
FocusMid Cap
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorJPMorgan Chase Bank, N.A.
AdvisorBlackRock Fund Advisors
CustodianJPMorgan Chase Bank, N.A.
DistributorBlackRock Investments, LLC
Portfolio ManagerDiane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason
Transfer AgentJPMorgan Chase Bank, N.A.
Fiscal Year End31-Mar
ExchangeNYSE Arca, Inc.
Number of Constituents249
Market MakerLatour Trading
Total Expense0.17
Management Fee0.17
Country NameUSA
Returns Y T D8.86
NameiShares SP Mid-Cap 400 Growth ETF
Currency CodeUSD
Open FigiBBG000C15L83
In Threey Volatility20.54
1y Volatility18.85
200 Day M A78.0226
50 Day M A86.953
CodeIJK
Updated At17th of April 2024
Currency NameUS Dollar
iShares SP Mid Cap [IJK] is traded in USA and was established 2000-07-24. The fund is classified under Mid-Cap Growth category within iShares family. The entity is thematically classified as Size And Style ETFs. iShares SP Mid currently have 6.25 B in assets under management (AUM). , while the total return for the last 3 years was 2.6%.
Check IShares SP Probability Of Bankruptcy

Geographic Allocation (%)

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares SP Mid Cap Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top iShares SP Mid Cap Etf Constituents

MSCIMSCI IncStockFinancials
CSLCarlisle Companies IncorporatedStockIndustrials
CRLCharles River LaboratoriesStockHealth Care
GNRCGenerac HoldingsStockIndustrials
ALGNAlign TechnologyStockHealth Care
LDOSLeidos HoldingsStockInformation Technology
ODFLOld Dominion FreightStockIndustrials
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IShares SP Target Price Odds Analysis

Proceeding from a normal probability distribution, the odds of IShares SP jumping above the current price in 90 days from now is about 47.53%. The iShares SP Mid Cap probability density function shows the probability of IShares SP etf to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon the etf has a beta coefficient of 1.3401. This usually indicates as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, IShares SP will likely underperform. Additionally, iShares SP Mid Cap has an alpha of 0.07, implying that it can generate a 0.07 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 85.34HorizonTargetOdds Above 85.34
52.24%90 days
 85.34 
47.53%
Based on a normal probability distribution, the odds of IShares SP to move above the current price in 90 days from now is about 47.53 (This iShares SP Mid Cap probability density function shows the probability of IShares Etf to fall within a particular range of prices over 90 days) .

IShares SP Top Holders

DUDEDUDEEtfTactical Allocation
GIUIXGuggenheim Styleplus Mutual FundMid-Cap Growth
SEUPXGuggenheim Styleplus Mutual FundMid-Cap Growth
SECUXGuggenheim Styleplus Mutual FundMid-Cap Growth
IPSHXPinnacle Sherman Multi StrategyMutual FundTactical Allocation
WIZMerlynAI CorpEtfModerate Allocation
TFAFXTactical Growth AllocationMutual FundAllocation--85%+ Equity
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iShares SP Mid Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. IShares SP market risk premium is the additional return an investor will receive from holding IShares SP long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares SP. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although IShares SP's alpha and beta are two of the key measurements used to evaluate IShares SP's performance over the market, the standard measures of volatility play an important role as well.

IShares SP Against Markets

Picking the right benchmark for IShares SP etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in IShares SP etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for IShares SP is critical whether you are bullish or bearish towards iShares SP Mid Cap at a given time. Please also check how IShares SP's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in IShares SP without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy IShares Etf?

Before investing in IShares SP, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in IShares SP. To buy IShares SP etf, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of IShares SP. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase IShares SP etf. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located iShares SP Mid Cap etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased iShares SP Mid Cap etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as iShares SP Mid Cap, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy IShares Etf please use our How to Invest in IShares SP guide.

Already Invested in iShares SP Mid Cap?

The danger of trading iShares SP Mid Cap is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of IShares SP is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than IShares SP. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile iShares SP Mid is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether iShares SP Mid is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if IShares Etf is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Ishares Sp Mid Cap Etf. Highlighted below are key reports to facilitate an investment decision about Ishares Sp Mid Cap Etf:
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares SP Mid Cap. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in inflation.
You can also try the Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.
The market value of iShares SP Mid is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares SP's value that differs from its market value or its book value, called intrinsic value, which is IShares SP's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares SP's market value can be influenced by many factors that don't directly affect IShares SP's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares SP's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares SP is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares SP's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.