Key stats
About ISHARES TRUST CORE S&P MID-CAP ETF
Home page
Inception date
May 22, 2000
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
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
Stocks99.71%
Finance25.70%
Producer Manufacturing10.00%
Technology Services7.23%
Electronic Technology6.58%
Health Technology6.40%
Retail Trade6.33%
Consumer Services4.90%
Industrial Services4.09%
Process Industries3.72%
Energy Minerals3.63%
Non-Energy Minerals3.54%
Transportation3.11%
Consumer Non-Durables2.84%
Distribution Services2.60%
Consumer Durables2.48%
Utilities2.34%
Commercial Services2.12%
Health Services1.72%
Communications0.40%
Bonds, Cash & Other0.29%
Cash0.29%
Stock breakdown by region
North America97.87%
Europe2.13%
Latin America0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history