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
$11.30B NAV
247 positions · as of 2026-06-30 · filed 2026-08-25
data updated 2026-09-08

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 Q2

105.73%
of net assets
Stocks99.87%
Cash & short-term5.86%
Derivatives0.00%

These positions come to 105.73% of the fund's net assets. This counts only what the fund reported holding — the holdings disclosure covers assets, not liabilities such as borrowings — so it is not expected to reconcile to 100%.

Derivatives are shown at market value, not notional exposure.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 6 new5 exited

New: ROKU, CDE, SANM, DOCN, VIAV, SMTC

Exited: CASY, Flex Ltd., Masimo Corp., BRBR, BLKB

Return profile

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

1-year
+31.75%
3-year
+56.64%
5-year
+39.13%
Volatility
12.35%
Worst 3-yr fall
-15.48%
Cumulative return· Jul 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are 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 III5.78%$652.47M
Twilio, Inc.TWLO1.66%$187.34M
Carpenter Technology Corp.CRS1.62%$183.36M
Curtiss-Wright Corp.CW1.48%$167.43M
nVent Electric plc1.45%$164.10M
ATI, Inc.ATI1.42%$160.92M
TechnipFMC plc1.40%$158.14M
Sterling Infrastructure, Inc.STRL1.36%$154.06M
MasTec, Inc.MTZ1.36%$153.36M
Woodward, Inc.WWD1.34%$151.63M
Showing 10 of 247Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.

Top 10 positions are 18.88% of net assets, top 25 35.33%, across 245 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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