IWF - ETF AI Analysis
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iShares Russell 1000 Growth ETF (IWF)
Rating:75Outperform
Price Target:―
Positive Factors
Large, Established Growth Holdings
The ETF’s biggest positions are in well-known, mega-cap growth companies that have been key drivers of the growth segment of the market.
Strong Recent Short-Term Performance
The fund has shown strong gains over the past month and positive results over the last three months, indicating recent momentum despite a slightly negative year-to-date result.
Low Expense Ratio for a Growth ETF
The fund’s relatively low ongoing fee helps investors keep more of their returns compared with many actively managed growth funds.
Negative Factors
High Concentration in a Few Tech Giants
A large share of the portfolio is tied up in a small number of big technology-related stocks, which increases the impact if any of them perform poorly.
Mixed Performance Among Top Holdings
Several major positions, including some of the largest weights, have shown weak or negative performance this year, which has dragged on the fund’s overall results.
Heavy U.S. and Technology Focus
The ETF is almost entirely invested in U.S. stocks and is heavily tilted toward the technology sector, leaving investors more exposed to downturns in U.S. growth and tech markets.
IWF vs. SPDR S&P 500 ETF (SPY)
AUM127.49B
RegionNorth America
Expense Ratio0.18%
Beta1.24
IssueriShares
Inception DateMay 22, 2000
Dividend Yield0.84%
Asset ClassEquity
Index TrackedRussell 1000 Growth
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume5,522,639
30 Day Avg. Volume11,540,252
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
148.15Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering386
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IWF Summary
The iShares Russell 1000 Growth ETF (IWF) follows the Russell 1000 Growth Index, which focuses on large U.S. companies expected to grow faster than the overall market. It holds many well-known names like Apple and Nvidia, and is heavily invested in technology, consumer, and healthcare businesses that are driving innovation and long-term growth. Someone might invest in IWF to get broad, one-stop exposure to leading growth companies instead of picking individual stocks. A key risk is that it is very concentrated in tech and growth stocks, so its price can swing up and down more than the overall market.
How much will it cost me?The iShares Russell 1000 Growth ETF (IWF) has an expense ratio of 0.18%, which means you’ll pay $1.80 per year for every $1,000 invested. This is lower than average because it is a passively managed fund that tracks an index, making it more cost-efficient compared to actively managed funds.
What would affect this ETF?The iShares Russell 1000 Growth ETF (IWF) could benefit from continued innovation and expansion in its key sectors like technology and healthcare, as well as strong performance from top holdings such as Nvidia, Microsoft, and Apple. However, rising interest rates or economic slowdowns could negatively impact growth-oriented companies, especially in consumer discretionary and technology sectors. Regulatory changes or geopolitical tensions affecting the U.S. market may also pose risks to the ETF's performance.
IWF Top 10 Holdings
IWF is riding a powerful Big Tech and AI wave, with Nvidia, Broadcom, and Amazon doing much of the heavy lifting as their AI and cloud stories keep attracting buyers. Apple has perked up recently but is still trying to shake off earlier weakness, while Microsoft’s performance looks more mixed after a softer stretch. Tesla and Eli Lilly are losing steam and act as mild brakes on the portfolio. Overall, this is a U.S.-only fund heavily concentrated in technology and communication giants, so its fate is closely tied to the growth and volatility of mega-cap tech.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 13.76% | $17.66B | $5.23T | 84.48% | 76 Outperform | |
| Apple | 11.60% | $14.90B | $4.31T | 47.74% | 79 Outperform | |
| Microsoft | 8.54% | $10.96B | $3.08T | -5.38% | 79 Outperform | |
| Broadcom | 5.74% | $7.37B | $2.04T | 106.53% | 76 Outperform | |
| Amazon | 5.26% | $6.76B | $2.93T | 41.24% | 71 Outperform | |
| Alphabet Class A | 4.25% | $5.46B | $4.84T | 162.39% | 85 Outperform | |
| Tesla | 3.53% | $4.53B | $1.61T | 43.62% | 73 Outperform | |
| Alphabet Class C | 3.43% | $4.40B | $4.84T | 157.19% | 82 Outperform | |
| Meta Platforms | 3.18% | $4.08B | $1.55T | 2.89% | 76 Outperform | |
| Eli Lilly & Co | 2.36% | $3.04B | $893.19B | 29.12% | 72 Outperform |
IWF Technical Analysis
Positive
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Price Trends
113.61
Positive
114.92
Positive
115.21
Positive
Market Momentum
2.75
Negative
73.98
Negative
90.32
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IWF, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 119.63, equal to the 50-day MA of 113.61, and equal to the 200-day MA of 115.21, indicating a bullish trend. The MACD of 2.75 indicates Negative momentum. The RSI at 73.98 is Negative, neither overbought nor oversold. The STOCH value of 90.32 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IWF.
IWF Peer Comparison
Comparison Results
Performance Comparison
IWF
iShares Russell 1000 Growth ETF
123.52
26.20
26.92%
VUG
Vanguard Growth ETF
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IVW
iShares S&P 500 Growth ETF
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SCHG
Schwab U.S. Large-Cap Growth ETF
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SPYG
SPDR Portfolio S&P 500 Growth ETF
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VONG
Vanguard Russell 1000 Growth ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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