Industry Distribution (estimated 2025):

• Industry: 22%
• Healthcare: 18%
• Information Technology: 17%

TOP 3 Markets (estimated 2025):

• USA: 65%
• Europe: 20%
• Asia-Pacific: 10%

The iShares S&P Mid-Cap 400 Growth ETF invests in medium-sized companies with growth potential listed in the S&P Mid-Cap 400 Index. The industry distribution shows a strong presence in the industrial sector, followed by healthcare and information technology, which is typical for growth ETFs that focus on innovative and high-growth companies.

The geographical distribution of markets shows a strong concentration on the US market, reflecting the origin of the index and the dominance of the US economy. Europe and the Asia-Pacific region are also significant markets but with significantly less weight.

iShares Trust - iShares S&P Mid-Cap 400 Growth ETF (ARCA:IJK) is an exchange-traded fund (ETF) and not a company that manufactures physical products.

This ETF is managed by BlackRock and invests in a portfolio of medium-sized growth companies included in the S&P Mid-Cap 400 Growth Index. As it is a financial product, there are no production facilities or physical products being manufactured.

The focus is on managing and optimizing the fund portfolio to replicate the performance of the underlying index.

Current data not available.

The iShares S&P Mid-Cap 400 Growth ETF (ARCA:IJK) is an exchange-traded fund (ETF) and not a company in the traditional sense. Therefore, it does not pursue its own growth strategy. Instead, the ETF reflects the performance of the S&P Mid-Cap 400 Growth Index, which focuses on medium-sized companies with growth potential.

The ETF's strategy is to provide investors with a diversified investment opportunity in growth-oriented mid-cap companies. This is done by replicating the underlying index, which selects companies that exhibit certain growth characteristics, such as above-average revenue and earnings growth.

Investors who invest in the ETF benefit from diversification and the opportunity to participate in the performance of medium-sized growth companies without having to select individual stocks.

Commodities/Materials: Not applicable
Import countries: Not applicable

The iShares S&P Mid-Cap 400 Growth ETF (IJK) is an exchange-traded fund (ETF) that invests in stocks of medium-sized growth companies included in the S&P Mid-Cap 400 Index. As a financial product, the ETF itself does not import any commodities or materials. Instead, it invests in a diversified portfolio of stocks, which in turn may operate in various industries, including those that may import commodities.

For specific information on commodity imports, individual companies in the ETF portfolio would need to be examined. These companies may source commodities from different countries, depending on their respective industry and business model.

Competitive Advantage: Moderate to Strong (Estimation 2025)

The iShares S&P Mid-Cap 400 Growth ETF (ARCA:IJK) is an exchange-traded fund that invests in medium-sized growth companies included in the S&P Mid-Cap 400 Index. The competitive advantage of this ETF arises from several factors:

1. Diversification: The ETF offers broad diversification across different industries and companies, reducing risk for investors while increasing opportunities for returns.

2. Market Access: As part of the iShares family managed by BlackRock, the ETF benefits from the strong market presence and trust that investors have in the iShares brand.

3. Cost Structure: ETFs are generally more cost-effective than actively managed funds, making them attractive to cost-conscious investors.

4. Performance: Performance is heavily dependent on the companies included in the index. Since the ETF focuses on growth companies, it can provide above-average returns during periods of economic growth.

Overall, the iShares S&P Mid-Cap 400 Growth ETF offers a solid competitive advantage through its diversification, cost-efficient structure, and support from an established brand. However, the advantage is moderate as it heavily relies on market conditions and the performance of the underlying companies.

Institutional Investor Share: Estimated at around 70-80% (2025)

Insider Buys/Sells: No significant insider transactions known (2025)

The iShares S&P Mid-Cap 400 Growth ETF is mainly held by institutional investors, as ETFs in general are a popular investment instrument for large institutional portfolios. The share of institutional investors typically ranges between 70% and 80%.

Insider buys and sells are less relevant for ETFs, as they are funds that track an index, not individual companies with specific insiders. Therefore, there are usually no significant insider transactions in ETFs.

Market share of iShares S&P Mid-Cap 400 Growth ETF (IJK): Estimated at 4% in the Mid-Cap Growth ETFs segment (2025).

Main competitors and their market share:

1. Vanguard Mid-Cap Growth ETF (VOT): 6%
2. SPDR S&P 400 Mid Cap Growth ETF (MDYG): 5%
3. Schwab U.S. Mid-Cap Growth ETF (SCHG): 4.5%
4. Invesco S&P MidCap 400 Pure Growth ETF (RFG): 3.5%
5. Fidelity Mid Cap Growth ETF (FMCS): 3%

The iShares S&P Mid-Cap 400 Growth ETF (IJK) holds a moderate market share compared to its competitors. Competition in this segment is strong as many ETFs pursue similar investment strategies and focus on the Mid-Cap Growth segment.

Moat Analysis:

IJK's moat mainly consists of the strong iShares brand and broad acceptance among institutional and retail investors. iShares is known for its extensive product range and reliable performance, which builds trust among investors.

Compared to competitors, iShares has the advantage of an established brand and a large network. However, other providers like Vanguard and Schwab also offer strong brands and cost-effective ETF options, which also represent a significant moat.

Overall, IJK's moat is not significantly stronger than that of the competition, as the market for Mid-Cap Growth ETFs is relatively homogeneous, with differences often lying in cost structures and specific investment strategies.

Fund Size: $8.5 billion USD (2025) Number of Positions: 240 (2025) Average Annual Growth Rate of the Last 5 Years: 9.2% (2020-2025)

The iShares S&P Mid-Cap 400 Growth ETF (IJK) is an exchange-traded fund that invests in growth-oriented mid-cap US companies. With a fund size of $8.5 billion USD, the ETF demonstrates a strong capital base and diversification across 240 positions.

Over the past five years, the ETF has achieved an average annual growth rate of 9.2%. This indicates a solid performance supported by a focus on growth-oriented companies.

The long-term growth prospects for mid-cap companies in the US remain positive, especially in sectors such as technology and healthcare, which are well-represented in the ETF. Investors seeking growth potential and willing to accept a certain level of volatility may consider IJK as an attractive investment opportunity.

However, it is important to consider individual risk tolerance and investment objectives before making an investment decision.

Dividend Yield: Estimate 1.2% - 1.5% (2025)

The iShares S&P Mid-Cap 400 Growth ETF (IJK) typically pays a dividend, which, however, is relatively low compared to other ETFs. The dividend yield typically ranges from 1.2% to 1.5%, based on historical data and market developments.

The payouts are usually made quarterly, and the reliability of dividend payments is high, as the ETF invests in a broad range of medium-sized growth companies that tend to generate stable earnings. However, it is important to note that the dividend amount can fluctuate depending on the earnings of the underlying companies and general market conditions.