IWFG - ETF AI Analysis

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IQ Winslow Focused Large Cap Growth ETF (IWFG)

Rating:73Outperform

Price Target:―

IWFG, the IQ Winslow Focused Large Cap Growth ETF, has a solid overall rating driven mainly by its large positions in high-quality tech leaders like Alphabet, Microsoft, Apple, and Nvidia, all benefiting from strong financial performance and long-term growth in AI, cloud, and digital services. The fund is somewhat held back by holdings such as GE Vernova and Trane Technologies, where valuation and cash flow or technical concerns add some caution. The main risk is its heavy concentration in a handful of large U.S. growth and technology-related companies, which can increase volatility if that sector falls out of favor.

Positive Factors

High-Quality Large-Cap Growth Names

The fund’s biggest positions are well-known, financially strong companies that are leaders in their industries, which can support long-term growth potential.

Focused Yet Multi-Sector Exposure

While the ETF emphasizes technology and communication services, it still includes health care, consumer, financial, and industrial stocks, offering some diversification across different parts of the economy.

Meaningful Position in a Strong Chipmaker

A sizable holding in a major semiconductor company with relatively steady recent performance can help the fund if demand for chips and related technologies remains healthy.

Negative Factors

Heavy Concentration in Technology

More than half of the portfolio is in technology stocks, which can make the fund more sensitive to downturns in that single sector.

Recent Weak Overall Performance

The ETF has shown weak returns over the past month, three months, and year-to-date, suggesting it has been struggling in the current market environment.

Several Top Holdings Are Lagging

Some of the largest positions, including major technology and communication services names, have had weak recent performance, which has likely weighed on the fund’s results.

IWFG vs. SPDR S&P 500 ETF (SPY)

AUM54.19M

RegionNorth America

Expense Ratio0.46%

Beta1.26

IssuerNew York Life Investments

Inception DateJun 23, 2022

Dividend YieldN/A

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume1,647

30 Day Avg. Volume686

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

63.56

Price Target Upside― Downside

Rating ConsensusStrong Buy

Number of Analyst Covering28

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

IWFG Summary

The IQ Winslow Focused Large Cap Growth ETF (IWFG) is an exchange-traded fund that invests in large, fast-growing U.S. companies rather than tracking a specific index. It focuses mainly on technology and communication services, holding well-known names like Nvidia and Microsoft, along with other major innovators. Someone might consider this ETF if they want growth potential from leading companies in areas like tech, online services, and healthcare, all in a single investment. A key risk is that it is heavily tilted toward growth and tech-related stocks, so its price can swing up and down more than the overall market.

How much will it cost me?The IQ Winslow Focused Large Cap Growth ETF (IWFG) has an expense ratio of 0.46%, which means you’ll pay $4.60 per year for every $1,000 invested. This is slightly higher than average because it is actively managed, focusing on selecting specific large-cap growth companies rather than tracking a broad index. Active management typically involves more research and decision-making, which can lead to higher costs.

What would affect this ETF?The IWFG ETF, with its strong focus on U.S. large-cap growth stocks, particularly in technology and communication services, could benefit from continued innovation and demand in these sectors, as well as favorable economic conditions like low interest rates that support growth-oriented companies. However, it may face challenges from rising interest rates, regulatory scrutiny on major tech firms, or economic slowdowns that impact consumer spending and corporate earnings. Its concentrated exposure to a few sectors and top holdings like Nvidia and Microsoft also makes it more sensitive to sector-specific risks.

IWFG Top 10 Holdings

IWFG is leaning heavily into U.S. mega-cap growth, with a clear tech heartbeat. Nvidia is the main engine, still rising on AI enthusiasm and helping to pull the fund forward, while Apple and Broadcom add steady, if sometimes choppy, support. On the other side, Microsoft and Amazon have been losing a bit of steam lately, acting as mild brakes rather than boosters. Alphabet and Meta sit in the middle with mixed but generally constructive trends. Overall, this is a U.S.-centric, Big Tech–dominated story with a side of industrial strength from names like Trane and GE Vernova.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
NVDA	Nvidia	14.14%	$7.66M	$4.52T	60.73%	76 Outperform
MSFT	Microsoft	9.61%	$5.21M	$3.01T	5.64%	79 Outperform
AAPL	Apple	8.78%	$4.75M	$3.83T	20.20%	79 Outperform
GOOG	Alphabet Class C	7.08%	$3.83M	$3.73T	82.50%	82 Outperform
AMZN	Amazon	5.83%	$3.16M	$2.28T	6.92%	71 Outperform
AVGO	Broadcom	5.23%	$2.83M	$1.62T	75.86%	76 Outperform
META	Meta Platforms	4.70%	$2.55M	$1.66T	5.70%	76 Outperform
GEV	GE Vernova Inc.	3.65%	$1.98M	$228.47B	183.80%	69 Neutral
TT	Trane Technologies	3.47%	$1.88M	$95.71B	27.42%	70 Outperform
MA	Mastercard	3.37%	$1.82M	$449.47B	-3.93%	75 Outperform

IWFG Technical Analysis

Technical Analysis Sentiment

Negative

Last Price―

Price Trends

50DMA

51.16

Negative

100DMA

52.50

Negative

200DMA

52.20

Negative

Market Momentum

MACD

-0.50

Negative

RSI

43.21

Neutral

STOCH

56.76

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IWFG, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 49.55, equal to the 50-day MA of 51.16, and equal to the 200-day MA of 52.20, indicating a bearish trend. The MACD of -0.50 indicates Negative momentum. The RSI at 43.21 is Neutral, neither overbought nor oversold. The STOCH value of 56.76 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IWFG.

IWFG Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
IWFG	―	―	$54.19M	0.46%	73 Outperform
LCLG	―	―	$94.76M	0.90%	73 Outperform
MMLG	―	―	$83.53M	0.85%	70 Outperform
PRXG	―	―	$71.43M	0.36%	75 Outperform
PGRO	―	―	$64.88M	0.49%	73 Outperform
CGGG	―	―	$64.85M	0.39%	72 Outperform

Performance Comparison

IWFG

IQ Winslow Focused Large Cap Growth ETF

48.39

5.81

13.64%

LCLG

Logan Capital Broad Innovative Growth ETF

―

MMLG

First Trust Multi-Manager Large Growth ETF

―

PRXG

Praxis Impact Large Cap Growth ETF

―

PGRO

Putnam Focused Large Cap Growth ETF

―

CGGG

Capital Group U.S. Large Growth ETF

―

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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