IJH ETF Analysis: Holdings, Fees, Inception, Sectors, And Portfolio Role

Investor Checklist

• Issuer and listing venue: BlackRock, NYSEARCA.
• Launch date and fee: May 22, 2000, 0.05%.
• Portfolio size and concentration: 408 holdings, with the top 10 at 7.70%.
• Primary exposure: Equity; Mid-Cap Blend; North America; Index: S&P Mid Cap 400
• Best use case: U.S. size diversification sleeve that can reduce reliance on mega-cap stocks.
• Main risk to respect: The key risk is that IJH's stated diversification may not protect investors if its dominant exposure, largest holdings, or main macro factor reverses. Current top-10 concentration is 7.70%.

IJH Investor Snapshot

IJH is iShares Core S&P Mid-Cap ETF, issued by BlackRock. It is best understood as a size diversification sleeve away from mega-cap stocks. The fund has $118.50B in AUM, charges 0.05%, holds 408 holdings, and has top-10 concentration of 7.70%. Its largest listed holdings include Carpenter Technology Corporation (0.83%), Twilio Inc. (0.80%), Curtiss-Wright Corporation (0.79%).

IJH ETF Facts: Launch Date, Issuer, Fee, Assets, And Strategy

IJH is iShares Core S&P Mid-Cap ETF. Issuer: BlackRock. Exchange: NYSEARCA. Inception: May 22, 2000. Expense ratio: 0.05%. AUM: $118.50B. Mandate or tracked index: S&P Mid Cap 400

IJH Top Holdings And Concentration

Holdings snapshot: Jun 25, 2026. IJH has 408 holdings. The top 10 positions account for 7.70%, so investors should read the fund through its largest holdings first rather than assuming every ETF is equally diversified.

• $CRS - Carpenter Technology Corporation: 0.83%
• $TWLO - Twilio Inc.: 0.80%
• $CW - Curtiss-Wright Corporation: 0.79%
• $NVT - nVent Electric plc: 0.77%
• $MKSI - MKS Inc.: 0.77%
• $ATI - ATI Inc.: 0.76%
• $STRL - Sterling Infrastructure, Inc.: 0.75%
• $ENTG - Entegris, Inc.: 0.75%
• $ILMN - Illumina, Inc.: 0.75%
• $FTI - TechnipFMC plc: 0.74%

IJH Sector And Industry Exposure

IJH exposure summary: Equity; Mid-Cap Blend; North America; Index: S&P Mid Cap 400. These exposures explain what investors actually own after buying the ETF. A broad fund is usually driven by sector weights and mega-cap leadership; a sector or thematic fund is driven by the industry cycle; a bond or alternative asset fund is driven by macro variables rather than company earnings.

• Industrials: 23.50%. Sector weight from the latest public ETF holdings snapshot.
• Financials: 18.20%. Sector weight from the latest public ETF holdings snapshot.
• Consumer Discretionary: 13.21%. Sector weight from the latest public ETF holdings snapshot.
• Technology: 11.34%. Sector weight from the latest public ETF holdings snapshot.
• Health Care: 8.35%. Sector weight from the latest public ETF holdings snapshot.
• Real Estate: 6.70%. Sector weight from the latest public ETF holdings snapshot.
• Materials: 5.74%. Sector weight from the latest public ETF holdings snapshot.
• Consumer Staples: 5.08%. Sector weight from the latest public ETF holdings snapshot.
• Energy: 3.37%. Sector weight from the latest public ETF holdings snapshot.
• Utilities: 2.91%. Sector weight from the latest public ETF holdings snapshot.

IJH Fees, Liquidity, And Product Structure

IJH trades on NYSEARCA. The stated expense ratio is 0.05%, and current AUM is $118.50B. Lower fees matter most for long holding periods, while AUM and trading depth matter when investors place larger orders or need reliable execution during volatile sessions.

IJH Return Drivers: What Has To Go Right

The return drivers for IJH are domestic earnings breadth, credit conditions, rates, refinancing costs, and small-cap risk appetite. That matters because two ETFs can both look diversified but respond to very different conditions. For IJH, investors should compare price performance with the fund's dominant exposure, the largest holdings, and the macro factor behind the category.

IJH Current Market Theme

iShares Core S&P Mid-Cap ETF is a Mid-Cap Blend ETF with $118.50B in AUM, 408 holdings, top-10 concentration of 7.70%, and a leading exposure to Industrials (23.50%). The largest holdings include Carpenter Technology Corporation (0.83%), Twilio Inc. (0.80%), Curtiss-Wright Corporation (0.79%).

When IJH Tends To Work

IJH tends to work when domestic earnings breadth, credit conditions, rates, refinancing costs, and small-cap risk appetite are moving in the fund's favor.

IJH Portfolio Role: Core Holding Or Satellite Position?

U.S. size diversification sleeve that can reduce reliance on mega-cap stocks. In practical portfolio terms, IJH should be sized according to whether it is replacing broad market exposure, adding a factor tilt, expressing a sector view, or hedging a macro risk. The more concentrated the fund, the less it should be treated as a complete portfolio by itself.

IJH Key Risks Investors Should Watch

The main risks are specific enough to check before buying, not generic ETF fine print.

• Market risk: IJH can fall with its asset class even when the fund structure works as designed.
• Concentration risk: top-10 weight is 7.70%, which is low for an ETF in this category.
• Exposure risk: the main exposure is Equity; Mid-Cap Blend; North America; Index: S&P Mid Cap 400
• Fee and trading risk: expense ratio is 0.05%; investors should still check spread, volume, and premium/discount before large orders.
• Thesis risk: The key risk is that IJH's stated diversification may not protect investors if its dominant exposure, largest holdings, or main macro factor reverses. Current top-10 concentration is 7.70%.

Who IJH Is Suitable For

IJH can be useful, but the right investor depends on time horizon, existing overlap, and drawdown tolerance.

• More suitable for investors who need a size diversification sleeve away from mega-cap stocks.
• More suitable for investors who understand that IJH's top holdings and sector exposures can dominate short-term returns.
• Less suitable for investors who need stable cash income unless the fund's underlying asset class is explicitly income-oriented.
• Less suitable for investors already heavily exposed to the same largest holdings or same macro factor.

IJH What To Monitor Next

IJH should be reviewed after new holdings files, major market moves, or category-specific catalysts. The most important checks are:

• Holdings as of Jun 25, 2026.
• AUM: $118.50B.
• Expense ratio: 0.05%.
• Top-10 weight: 7.70%.

IJH Action Reference

A useful ETF article should end with a decision framework. For IJH, the practical read is:

• Core-index investor: use as a satellite rather than a replacement for broad diversification.
• Theme investor: check whether the latest holdings still match the investment thesis.
• Risk-control investor: cap position size because sector/factor ETFs can underperform for long stretches.

IJH Bottom Line

IJH is not just a fund name. It is a package of exposures: iShares Core S&P Mid-Cap ETF; issuer BlackRock; fee 0.05%; AUM $118.50B; 408 holdings; top-10 weight 7.70%; holdings date Jun 25, 2026. The investment case is strongest when the fund's largest holdings, main exposure, and category-level return drivers all point in the same direction.

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