iShares S&P Mid-Cap 400 Growth ETF

iShares Trust · Series S000004308 · 1 share classes

Equity fund · 100% stocks
One fund, 1 share classes:IJK
$9.91B NAV
246 positions · as of 2026-03-31 · filed 2026-05-28
data updated 2026-08-10

Fund profile

As filed in the prospectus · 2025 Q3

The iShares S&P Mid-Cap 400 Growth ETF (the Fund ) seeks to track the investment results of an index composed of mid-capitalization U.S. equities that exhibit growth characteristics.

Strategy · summarised

The fund tracks the S&P MidCap 400 Growth Index, which selects mid-cap U.S. stocks exhibiting the strongest growth characteristics as measured by earnings-per-share growth, sales-per-share growth, and price momentum. The fund uses representative sampling, meaning it may not hold all index constituents, so its returns may diverge from the index. The index applies a capping methodology that limits any single holding to a maximum of 23% of the index weight.

Expenses
0.17%one share class
Share classExpense ratio
IJK0.17%

Portfolio turnover 44.00% · as of 2025 Q3

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q1

104.60%
of net assets
Stocks99.84%
Cash & short-term4.75%

Derivatives are shown at market value, not notional exposure.

Latest quarter

What changed since the fund's previous filing

vs 2025Q4: 13 new6 exited

Largest new: AEIS, TTMI, ARWR, MOG/A, CTRE, IDCC, SITM, SOLS

Exited: CIEN, COHR, LITE, ECHO, Frontier Communications Parent, Inc., GTM

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Feb 2026

1-year
3-year
5-year
Volatility
Worst 3-yr fall
Cumulative return· Apr 2023 – Feb 2026

Mar 2026 has been filed since the trailing figures were struck, so it is not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
BlackRock Funds III4.65%$460.63M
TechnipFMC plc1.72%$170.01M
Casey's General Stores, Inc.CASY1.65%$163.98M
United Therapeutics Corp.UTHR1.57%$155.23M
Curtiss-Wright Corp.CW1.54%$152.73M
Flex Ltd.1.48%$146.33M
XPO, Inc.XPO1.40%$138.55M
Woodward, Inc.WWD1.31%$129.75M
Royal Gold, Inc.RGLD1.26%$125.36M
ATI, Inc.ATI1.21%$120.15M
Showing 10 of 246Sign in to see more

Top 10 positions are 17.78% of net assets, top 25 33.80%, across 244 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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