IWF - ETF AI Analysis
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iShares Russell 1000 Growth ETF (IWF)
Rating:75Outperform
Price Target:―
Positive Factors
Strong Growth Leaders in Top Holdings
Several of the largest positions, including major technology and semiconductor names, have shown strong performance this year, helping support the ETF’s returns.
Focused Exposure to U.S. Growth Stocks
The fund is almost entirely invested in U.S. companies, giving investors targeted access to large, well-known American growth businesses.
Low Expense Ratio for a Large Growth Fund
The ETF charges a relatively low fee for its category, which helps investors keep more of the fund’s performance over time.
Negative Factors
Heavy Concentration in a Few Mega-Cap Stocks
A small number of large technology and communication services companies make up a big share of the portfolio, increasing the impact if any of them stumble.
Mixed Performance Among Top Holdings
Some major positions, including well-known tech and consumer names, have shown weak or negative performance this year, which can drag on overall returns.
High Reliance on Technology Sector
Over half of the fund is invested in technology-related stocks, making it more sensitive to downturns or volatility in that single sector.
IWF vs. SPDR S&P 500 ETF (SPY)
AUM128.79B
RegionNorth America
Expense Ratio0.18%
Beta1.25
IssueriShares
Inception DateMay 22, 2000
Dividend Yield0.34%
Asset ClassEquity
Index TrackedRussell 1000 Growth
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,221,342
30 Day Avg. Volume4,942,352
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
154.71Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering365
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IWF Summary
The iShares Russell 1000 Growth ETF (IWF) is a fund that 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, including Apple and Nvidia, and leans heavily toward technology and communication companies. Someone might invest in IWF to seek long-term growth and to get instant diversification across many leading U.S. growth stocks in one investment. A key risk is that it is heavily tilted toward tech and other growth companies, so its price can rise and fall sharply with changes in investor sentiment toward these sectors.
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 essentially riding the Big Tech and AI wave, with Nvidia, Apple, Microsoft, Alphabet, and Broadcom steering the ship. Nvidia and Micron have been key engines, rising on AI enthusiasm and memory demand, while Apple’s steady climb adds a more defensive growth tilt. Alphabet’s twin share classes and Broadcom have shown more mixed, sometimes lagging moves, and Microsoft has recently lost some steam, tempering overall returns. Tesla is clearly dragging the fund. With all major holdings rooted in U.S. markets and heavily tilted toward technology and communication services, this ETF is a concentrated bet on American innovation.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 15.05% | $19.14B | $5.42T | 19.49% | 76 Outperform | |
| Apple | 7.16% | $9.11B | $4.57T | 35.69% | 79 Outperform | |
| Alphabet Class A | 6.18% | $7.86B | $4.33T | 77.87% | 85 Outperform | |
| Broadcom | 5.83% | $7.41B | $2.04T | 38.99% | 76 Outperform | |
| Microsoft | 5.58% | $7.09B | $3.71T | -3.01% | 79 Outperform | |
| Alphabet Class C | 5.02% | $6.38B | $4.33T | 76.48% | 82 Outperform | |
| Meta Platforms | 3.17% | $4.04B | $1.51T | -22.32% | 76 Outperform | |
| Eli Lilly & Co | 2.92% | $3.71B | $1.12T | 93.94% | 72 Outperform | |
| Micron | 2.88% | $3.66B | $991.12B | 595.93% | 79 Outperform | |
| Tesla | 2.87% | $3.65B | $1.30T | -2.40% | 73 Outperform |
IWF Technical Analysis
Positive
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Price Trends
121.64
Positive
119.90
Positive
118.00
Positive
Market Momentum
1.11
Negative
59.88
Neutral
86.66
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 121.08, equal to the 50-day MA of 121.64, and equal to the 200-day MA of 118.00, indicating a bullish trend. The MACD of 1.11 indicates Negative momentum. The RSI at 59.88 is Neutral, neither overbought nor oversold. The STOCH value of 86.66 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
125.29
13.45
12.03%
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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