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iShares S&P Mid-Cap 400 Value ETF (IJJ)

Mid-Cap Value | Exchange Traded Fund | NYSEArca
147.36 USD -0.77 (-0.520%) ⇩ (Aug. 28, 2026, 4 p.m. EDT)
After hours: 147.36

Short-term:★★★⯪☆Long-term:★★★☆☆Dividends:★★⯪☆☆
Hot Take | Aug. 22, 2026, 3:52 a.m. EDT

The iShares S&P Mid-Cap 400 Value ETF presents a classic case of a fundamentally sound asset struggling to find traction in a growth-biased market. Over the last nine years, the fund has delivered a remarkable +95% cumulative return, driven by six years of positive annual performance against only three years of declines. Crucially, the most recent year saw double-digit gains (+9.32%), confirming that the long-term downtrend has ended and the asset is currently in a recovery phase. However, the path forward remains challenging; headlines consistently warn that these mid-cap value stocks are unlikely to outperform the broader market due to their low growth outlook, and the price action over the last two weeks shows the fund hovering near its 50-day average without a clear breakout, suggesting lingering investor skepticism despite the improving fundamentals.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoTheta ✓0.007734
MSTL0.010520
AutoARIMA0.010763
AutoETS0.012750

Forecast horizon: 45 days | Selected: AutoTheta

Forecast Reliability
Score 71%
H-stat 2.28
Ljung-Box p 0.000
Jarque-Bera p 0.794
Excess Kurtosis -0.41
Attribute Value
Trailing P/E 17.45

As of Aug. 22, 2026, 3:52 a.m. EDT: Speculator positioning is extremely thin and non-directional. Call volume and open interest are negligible across expirations, with no significant strikes identified for either calls or puts. The lack of meaningful open interest suggests a lack of concentrated speculative bets on immediate directional moves, indicating a wait-and-see approach rather than a strong consensus on upside or downside.


Dividend Data

Yield Summary
Last Yield 1yr Yield 3yr Avg 5yr Avg
0.35% 1.74% 1.83% 1.86%
Dividend History
Date Dividend Yield %
2026-06-15 0.51500 0.352305
2026-03-17 0.43700 0.330960
2025-12-16 0.81900 0.618253
2025-09-16 0.57200 0.439865
2025-06-16 0.51700 0.425795
2025-03-18 0.45000 0.373011
2024-12-17 0.64800 0.504988
2024-09-25 0.72900 0.598129
2024-06-11 0.51600 0.457204
2024-03-21 0.36700 0.315103
2023-12-20 0.54200 0.483023
2023-09-26 0.57400 0.577116
2023-06-07 0.35000 0.333365
2023-03-23 0.45400 0.466934
2022-12-13 0.55700 0.540462
2022-09-26 0.65600 0.723662
2022-06-09 0.36400 0.356863
2022-03-24 0.40700 0.372745
2021-12-13 0.50900 0.474991
2021-09-24 0.56200 0.537748
2021-06-10 0.34600 0.319306
2021-03-25 0.37400 0.371290
2020-12-14 0.36200 0.431929
2020-09-23 0.37900 0.583526
2020-06-15 0.29850 0.441535
2020-03-25 0.49750 0.933571
2019-12-16 0.42500 0.503167
2019-09-24 0.37150 0.469481
2019-06-17 0.34000 0.438568
2019-03-20 0.31350 0.401640
2018-12-17 0.36650 0.520449
2018-09-26 0.32400 0.389049
2018-06-26 0.33300 0.408714
2018-03-22 0.36500 0.475106
2017-12-19 0.36450 0.458145
2017-09-26 0.30900 0.409706
2017-06-27 0.30600 0.414831
2017-03-24 0.24050 0.330017
2016-12-21 0.36100 0.490323
2016-09-26 0.33150 0.504605
2016-06-21 0.26000 0.404701
2016-03-23 0.25950 0.428430
2015-12-24 0.34900 0.586062
2015-09-25 0.26400 0.453803
2015-06-24 0.24950 0.377202
2015-03-25 0.20950 0.323053
2014-12-24 0.37050 0.575445
2014-09-24 0.24250 0.395757
2014-06-24 0.22550 0.359707
2014-03-25 0.21500 0.359412
2013-12-23 0.26150 0.454704
2013-09-24 0.21250 0.394285
2013-06-26 0.20400 0.407592
2013-03-25 0.18000 0.361809
2012-12-19 0.31700 0.717276
2012-09-25 0.19700 0.462767
2012-06-19 0.17000 0.421732
2012-03-26 0.15500 0.359170
2011-12-22 0.21250 0.559063
2011-09-26 0.17300 0.510400
2011-06-23 0.15200 0.371139
2011-03-25 0.13850 0.326767
2010-12-23 0.19800 0.497238
2010-09-24 0.15950 0.453125
2010-06-23 0.13300 0.393608
2010-03-25 0.12750 0.357393
2009-12-24 0.21750 0.646168
2009-09-23 0.15650 0.494159
2009-06-23 0.14250 0.571715
2009-03-25 0.15950 0.716049
2008-12-24 0.28700 1.200586
2008-09-25 0.20400 0.576108
2008-06-24 0.20400 0.534381
2008-03-25 0.09550 0.256859
2007-12-27 0.19500 0.486102
2007-09-26 0.16150 0.386133
2007-06-29 0.15950 0.368318
2007-03-26 0.17800 0.423306
2006-12-21 0.22700 0.573160
2006-09-27 0.17050 0.458333
2006-06-23 0.17050 0.471842
2006-03-27 0.14200 0.372899
2005-12-23 0.19550 0.546166
2005-09-26 0.12400 0.359890
2005-06-21 0.13200 0.394619
2005-03-28 0.12725 0.401673
2004-12-27 0.11850 0.373434
2004-09-27 0.08850 0.311784
2004-06-28 0.10050 0.349353
2004-03-29 0.07900 0.276345
2003-12-31 0.02300 0.083341
2003-12-16 0.07450 0.279917
2003-12-15 0.09500 0.356808
2003-09-15 0.07925 0.329214
2003-06-16 0.07225 0.315571
2003-03-10 0.06975 0.387500
2002-12-16 0.07725 0.380964
2002-09-16 0.01100 0.054227
2002-06-17 0.06800 0.286256
2002-03-11 0.05950 0.244353
2001-12-17 0.07200 0.330010
2001-10-02 0.07750 0.391069
2001-06-11 0.05700 0.249099
2001-03-12 0.05975 0.283075
2000-12-13 0.09875 0.492500
2000-09-20 0.06400 0.330656
Additional Data
trailingAnnualDividendRate 1.413
trailingAnnualDividendYield 0.009538918
dividendYield 1.59

Info Dump

Attribute Value
All Time High 151.81
All Time Low 15.025
Ask 147.97
Ask Size 200
Average Daily Volume10 Day 114,880
Average Daily Volume3 Month 175,460
Average Volume 175,460
Average Volume10Days 114,880
Beta3 Year 0.95
Bid 146.75
Bid Size 600
Book Value 101.816
Category Mid-Cap Value
Crypto Tradeable 0
Currency USD
Custom Price Alert Confidence HIGH
Day High 149.165
Day Low 147.09
Dividend Yield 1.59
Eps Trailing Twelve Months 8.446816
Esg Populated 0
Exchange PCX
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 147.9908
Fifty Day Average Change -0.63079834
Fifty Day Average Change Percent -0.004262416
Fifty Two Week Change Percent 13.5285015
Fifty Two Week High 151.81
Fifty Two Week High Change -4.449997
Fifty Two Week High Change Percent -0.029312937
Fifty Two Week Low 123.89
Fifty Two Week Low Change 23.470001
Fifty Two Week Low Change Percent 0.18944226
Fifty Two Week Range 123.89 - 151.81
Financial Currency USD
First Trade Date Milliseconds 964,791,000,000
Five Year Average Return 0.084256604
Full Exchange Name NYSEArca
Fullday Change -0.7700043
Fullday Change Percent -0.5198165
Fullday Price 147.36
Fund Family iShares
Fund Inception Date 964,396,800
Gmt Off Set Milliseconds -14,400,000
Has Pre Post Market Data 1
Language en-US
Legal Type Exchange Traded Fund
Long Business Summary The fund seeks to track the investment results of the S&P MidCap 400 Value IndexTM (the “underlying index”), which measures the performance of the mid-capitalization value sector of the U.S. equity market. It is a subset of the S&P MidCap 400® (the “Parent Index”) and consists of those stocks in the Parent Index exhibiting the strongest value characteristics, as determined by S&P Dow Jones Indices LLC (the “index provider” or “SPDJI”), a subsidiary of S&P Global, Inc.
Long Name iShares S&P Mid-Cap 400 Value ETF
Market us_market
Market State CLOSED
Max Age 86,400
Message Board Id finmb_8798154
Nav Price 148.16934
Net Assets 8,817,862,700.0
Net Expense Ratio 0.18
Open 148.52
Phone 415-670-2000
Post Market Change 0.0
Post Market Change Percent 0.0
Post Market Price 147.36
Post Market Time 1,787,953,789
Previous Close 148.13
Price Hint 2
Price To Book 1.4473168
Quote Source Name Delayed Quote
Quote Type ETF
Region US
Regular Market Change -0.770004
Regular Market Change Percent -0.519817
Regular Market Day High 149.165
Regular Market Day Low 147.09
Regular Market Day Range 147.09 - 149.165
Regular Market Open 148.52
Regular Market Previous Close 148.13
Regular Market Price 147.36
Regular Market Time 1,787,947,200
Regular Market Volume 119,344
Shares Outstanding 39,950,000
Short Name iShares S&P Mid-Cap 400 Value E
Source Interval 15
Symbol IJJ
Three Year Average Return 0.14361121
Total Assets 8,817,862,656
Tradeable 0
Trailing Annual Dividend Rate 1.413
Trailing Annual Dividend Yield 0.009538918
Trailing P E 17.445625
Trailing Peg Ratio None
Trailing Three Month Nav Returns 4.17057
Trailing Three Month Returns 4.17057
Triggerable 1
Two Hundred Day Average 139.71745
Two Hundred Day Average Change 7.6425476
Two Hundred Day Average Change Percent 0.05470002
Type Disp ETF
Volume 119,344
Yield 0.0159
Ytd Return 13.15041