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IWF - ETF AI Analysis
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iShares Russell 1000 Growth ETF (IWF)
Rating:75Outperform
Price Target:
$511.00
Positive Factors
Strong Top Holdings
Several major positions, such as Nvidia, Microsoft, and Broadcom, have shown strong year-to-date performance, driving the ETF's overall returns.
Low Expense Ratio
The ETF has a competitive expense ratio of 0.18%, making it cost-effective compared to similar funds.
Technology Sector Leadership
With over 50% exposure to technology, the ETF benefits from the strong performance of leading tech companies.
Negative Factors
High Concentration in Top Holdings
The top three stocks—Nvidia, Microsoft, and Apple—make up over 35% of the portfolio, increasing the risk of reliance on a few companies.
Limited Geographic Diversification
With nearly all assets invested in U.S. companies, the ETF lacks exposure to international markets, which could limit protection against global opportunities or risks.
Mixed Short-Term Performance
While the ETF has strong year-to-date returns, its one-month performance has been flat, indicating potential short-term volatility.
IWF vs. SPDR S&P 500 ETF (SPY)
AUM118.54B
RegionNorth America
Expense Ratio0.18%
Beta1.25
IssueriShares
Inception DateMay 22, 2000
Dividend Yield0.36%
Asset ClassEquity
Index TrackedRussell 1000 Growth Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,417,989
30 Day Avg. Volume1,252,435
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
564.21Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering392
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IWF Summary
The iShares Russell 1000 Growth ETF (IWF) is a fund that focuses on large U.S. companies with strong growth potential. It tracks the Russell 1000 Growth Index, which includes businesses that are growing their earnings and revenues quickly. Some of its top holdings are well-known companies like Microsoft and Nvidia, which are leaders in technology and innovation. This ETF is a good option for investors looking to add growth-oriented stocks to their portfolio and diversify across sectors like tech, healthcare, and consumer goods. However, because it is heavily invested in technology stocks, its performance can be impacted by changes in the tech industry or broader market fluctuations.
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
The iShares Russell 1000 Growth ETF leans heavily into technology, with Nvidia and Apple leading the charge. Nvidia’s long-term AI focus keeps it in the spotlight despite recent mixed momentum, while Apple’s steady gains reflect strong demand for its services. Microsoft, however, has been lagging, weighed down by valuation concerns. Alphabet’s dual-class shares are rising stars, fueled by AI and cloud growth, while Meta struggles with bearish sentiment and rising costs. With over half its weight in tech, this fund is a bet on innovation, but its concentrated exposure means performance hinges on Big Tech’s fortunes.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 12.86% | $15.33B | $4.35T | 26.02% | 76 Outperform | |
| Apple | 12.20% | $14.54B | $4.01T | 18.10% | 80 Outperform | |
| Microsoft | 10.78% | $12.84B | $3.51T | 13.22% | 73 Outperform | |
| Broadcom | 4.92% | $5.86B | $1.61T | 107.15% | 76 Outperform | |
| Amazon | 4.29% | $5.12B | $2.36T | 11.96% | 71 Outperform | |
| Tesla | 3.54% | $4.22B | $1.30T | 10.93% | 73 Outperform | |
| Alphabet Class A | 3.52% | $4.20B | $3.62T | 81.88% | 80 Outperform | |
| Meta Platforms | 3.11% | $3.71B | $1.50T | 6.28% | 71 Outperform | |
| Alphabet Class C | 2.87% | $3.42B | $3.62T | 79.89% | 86 Outperform | |
| Eli Lilly & Co | 2.79% | $3.32B | $1.00T | 41.67% | 76 Outperform |
IWF Technical Analysis
Neutral
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Price Trends
471.33
Negative
456.17
Positive
419.98
Positive
Market Momentum
-3.30
Positive
38.60
Neutral
16.93
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IWF, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 475.74, equal to the 50-day MA of 471.33, and equal to the 200-day MA of 419.98, indicating a neutral trend. The MACD of -3.30 indicates Positive momentum. The RSI at 38.60 is Neutral, neither overbought nor oversold. The STOCH value of 16.93 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for IWF.
IWF Peer Comparison
Comparison Results
Performance Comparison
IWF
iShares Russell 1000 Growth ETF
457.60
64.86
16.51%
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.
Disclaimer
This 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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