Key stats
About ISHARES TRUST CORE S&P MID-CAP ETF
Home page
Inception date
May 22, 2000
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
BlackRock Fund Advisors
Distributor
BlackRock Investments LLC
IJH is one of the oldest US mid-cap ETFs and, like competitors IVOO and MDY, tracks the S&P MidCap 400 Index. The index, reconstituted annually, is a widely recognized benchmark for capturing the distinct risk and return characteristics for US mid-sized equities. As such, IJH favors smaller firms relative to our large-cap-leaning benchmark. In fact, the fund and our benchmark have a limited number of holdings in common. Still, IJH with its many strengths is a solid choice for midcap exposure.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Finance
Producer Manufacturing
Stocks99.77%
Finance25.15%
Producer Manufacturing10.11%
Technology Services7.80%
Electronic Technology6.47%
Retail Trade6.23%
Health Technology5.53%
Consumer Services4.82%
Industrial Services4.45%
Non-Energy Minerals3.82%
Process Industries3.57%
Transportation3.30%
Consumer Non-Durables3.00%
Distribution Services2.87%
Energy Minerals2.76%
Utilities2.54%
Consumer Durables2.37%
Health Services2.30%
Commercial Services2.17%
Communications0.51%
Bonds, Cash & Other0.23%
Cash0.23%
Stock breakdown by region
North America98.15%
Europe1.85%
Latin America0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history