IJH Performance — iShares Core S&P Mid-Cap ETF
Data updated: 2026-08-27
IJH returned +17.31% year to date and +25.82% over one year to Jun 2026. Annualised returns are +15.36% over 3 years and +9.02% over 5 years. The fund beat its US Mid-Cap Blend category average: $100 invested three years ago grew to $154, against $150 for the category, and to $126 over one year, against $122. Volatility over the past three years was 15.84% a year. In the 12 months to Jun 2026 the fund took in a net $6.0B, and assets reached $124.33B.
IJH Growth of $100
What $100 invested in iShares Core S&P Mid-Cap ETF grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Mid-Cap Blend category average over the same months.
| Period | IJH | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $126 | $122 |
| 3 years (Jul 2023 – Jun 2026) | $154 | $150 |
| 5 years (Jul 2021 – Jun 2026) | $154 | $147 |
| Since data start (Jul 2019 – Jun 2026) | $220 | $208 |
IJH Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +17.31% |
| 1 year | +25.82% |
| 3 years (annualised) | +15.36% |
| 5 years (annualised) | +9.02% |
IJH Annual Returns
Calendar-year total returns of iShares Core S&P Mid-Cap ETF, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +17.31% |
| 2025 | +7.45% |
| 2024 | +13.88% |
| 2023 | +16.42% |
| 2022 | −13.08% |
| 2021 | +24.67% |
| 2020 | +13.62% |
| 2019 (Jul–Dec) | +6.95% |
IJH Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.0% | +4.1% | −5.4% | +7.9% | +2.5% | +3.6% | — | — | — | — | — | — |
| 2025 | +3.8% | −4.3% | −5.5% | −2.3% | +5.4% | +3.6% | +1.6% | +3.4% | +0.4% | −0.5% | +2.0% | +0.1% |
| 2024 | −1.7% | +5.9% | +5.6% | −6.0% | +4.4% | −1.6% | +5.8% | −0.1% | +1.1% | −0.7% | +8.8% | −7.1% |
| 2023 | +9.2% | −1.8% | −3.2% | −0.8% | −3.2% | +9.2% | +4.1% | −2.9% | −5.3% | −5.3% | +8.5% | +8.7% |
| 2022 | −7.2% | +1.1% | +1.4% | −7.1% | +0.7% | −9.6% | +10.8% | −3.1% | −9.2% | +10.5% | +6.1% | −5.5% |
| 2021 | +1.5% | +6.8% | +4.7% | +4.5% | +0.2% | −1.0% | +0.3% | +1.9% | −4.0% | +5.9% | −2.9% | +5.1% |
| 2020 | −2.6% | −9.5% | −20.2% | +14.2% | +7.3% | +1.2% | +4.6% | +3.5% | −3.2% | +2.2% | +14.3% | +6.5% |
| 2019 | — | — | — | — | — | — | +1.2% | −4.2% | +3.1% | +1.1% | +3.0% | +2.8% |
IJH Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 15.84%
- 3-year Sharpe ratio: 0.69 (vs 4.5% risk-free rate)
- Best month: +8.80% (Nov 2024)
- Worst month: −7.13% (Dec 2024)
IJH Fund Flows
Monthly money in and out of iShares Core S&P Mid-Cap ETF, from SEC Form N-PORT.
- 12-month net flow: $6.0B
- 12-month gross sales (incl. reinvestments): $18.8B
- Sales ÷ redemptions: 1.47×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $3.9B | $2.7B | $1.2B |
| May 2026 | $855.7M | $226.6M | $629.1M |
| Apr 2026 | $1.4B | $157.9M | $1.3B |
| Mar 2026 | $4.5B | $3.7B | $712.3M |
| Feb 2026 | $1.0B | $1.0B | $5.3M |
| Jan 2026 | $1.2B | $473.3M | $723.1M |
| Dec 2025 | $2.0B | $601.1M | $1.4B |
| Nov 2025 | $532.4M | $813.9M | −$281.5M |
| Oct 2025 | $777.8M | $406.2M | $371.6M |
| Sep 2025 | $1.5B | $1.8B | −$392.2M |
| Aug 2025 | $644.1M | $546.6M | $97.4M |
| Jul 2025 | $510.5M | $270.0M | $240.5M |
IJH Assets Under Management
Net assets of iShares Core S&P Mid-Cap ETF by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $124.33B |
| 2026-03-31 | $106.05B |
| 2025-12-31 | $102.39B |
| 2025-09-30 | $99.76B |
| 2025-06-30 | $94.87B |
| 2025-03-31 | $89.44B |
| 2024-12-31 | $94.74B |
| 2024-09-30 | $90.98B |
| 2024-06-30 | $83.10B |
| 2024-03-31 | $85.06B |
| 2023-12-31 | $76.56B |
| 2023-09-30 | $70.75B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.