IYW - ETF AI Analysis

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iShares U.S. Technology ETF (IYW)

Rating:76Outperform

Price Target:―

IYW, the iShares U.S. Technology ETF, earns a solid overall rating thanks to large positions in high-quality tech leaders like Apple, Microsoft, and Alphabet, which all show strong financial performance, positive earnings commentary, and promising growth in areas like cloud, AI, and services. The fund is heavily tilted toward a handful of big tech names, especially Nvidia and other AI-focused semiconductor stocks, which boosts growth potential but also increases risk if sentiment or valuations in this sector weaken. Some holdings such as AMD and Palantir come with higher valuations and mixed technical signals, which can add volatility and slightly temper the fund’s overall appeal.

Positive Factors

Large, Established Tech Leaders

The fund’s biggest positions are in well-known, financially strong technology companies that dominate their industries.

Focused Tech Exposure with Some Industry Mix

While mainly invested in technology, the ETF also holds communication services and a few other sectors, adding a bit of diversification within the broader tech theme.

Several Strongly Performing Chip Stocks

Some key semiconductor holdings have shown strong recent performance, helping offset weakness in other large tech names.

Negative Factors

Heavy Concentration in a Few Stocks

A large share of the fund is tied up in just a handful of companies like Nvidia, Apple, and Microsoft, which increases the impact if any of them struggle.

Recent Weak Performance

The ETF has delivered weak returns over the past month, three months, and year to date, reflecting recent pressure on major tech stocks.

High U.S. Tech and Single-Country Risk

Almost all assets are in U.S. companies and mostly in the tech sector, so the fund is very sensitive to downturns in U.S. technology markets.

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

AUM19.82B

RegionNorth America

Expense Ratio0.38%

Beta1.47

IssueriShares

Inception DateMay 15, 2000

Dividend Yield0.14%

Asset ClassEquity

Index TrackedRussell 1000 Technology RIC 22.5/45 Capped Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume959,647

30 Day Avg. Volume969,399

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

253.18

Price Target Upside― Downside

Rating ConsensusStrong Buy

Number of Analyst Covering140

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

IYW Summary

The iShares U.S. Technology ETF (IYW) is a fund that follows the Russell 1000 Technology Index, focusing mainly on large U.S. tech companies. It holds many well-known names, including Apple and Nvidia, along with other major software, chip, and internet firms. Investors might consider IYW if they want simple, one-stop exposure to the potential growth of the U.S. technology sector instead of picking individual tech stocks. However, this ETF is heavily concentrated in technology, so its price can swing a lot and may fall sharply if tech stocks go out of favor.

How much will it cost me?The iShares U.S. Technology ETF (IYW) has an expense ratio of 0.38%, which means you’ll pay $3.80 per year for every $1,000 invested. This is slightly higher than average because it’s a sector-focused fund that tracks the technology industry, requiring more specialized management compared to broad-market index ETFs.

What would affect this ETF?The iShares U.S. Technology ETF (IYW) could benefit from continued advancements in areas like artificial intelligence, cloud computing, and cybersecurity, as well as strong performance from its top holdings like Nvidia, Apple, and Microsoft. However, it may face challenges from rising interest rates, which can negatively impact growth-focused sectors like technology, and regulatory scrutiny on major tech companies could also pose risks. Additionally, economic slowdowns or reduced consumer spending in North America could affect the ETF's performance given its U.S.-focused exposure.

IYW Top 10 Holdings

IYW is very much a U.S. big-tech and chip story, with Nvidia, Apple, and Microsoft sitting in the driver’s seat. Lately, those three giants have been losing a bit of steam, acting more like a brake than an engine for the fund. In contrast, Micron and AMD are rising, giving the semiconductor side some welcome lift. Alphabet’s steady gains help balance out the bumps, while Meta and Palantir have been lagging. Overall, the ETF is heavily concentrated in U.S. tech, especially mega-cap platforms and AI-focused chipmakers.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
NVDA	Nvidia	17.70%	$3.49B	$4.57T	34.11%	76 Outperform
AAPL	Apple	15.30%	$3.02B	$3.88T	6.00%	79 Outperform
MSFT	Microsoft	11.94%	$2.36B	$2.97T	-4.25%	79 Outperform
META	Meta Platforms	3.50%	$689.87M	$1.63T	-7.20%	76 Outperform
MU	Micron	3.25%	$642.49M	$473.78B	304.49%	79 Outperform
AVGO	Broadcom	3.11%	$613.31M	$1.58T	47.30%	76 Outperform
GOOGL	Alphabet Class A	2.50%	$493.55M	$3.67T	64.09%	85 Outperform
AMD	Advanced Micro Devices	2.29%	$451.24M	$326.28B	78.13%	73 Outperform
LRCX	Lam Research	2.08%	$410.66M	$299.82B	166.67%	77 Outperform
AMAT	Applied Materials	2.07%	$408.70M	$293.12B	110.12%	77 Outperform

IYW Technical Analysis

Technical Analysis Sentiment

Negative

Last Price―

Price Trends

50DMA

198.56

Negative

100DMA

199.01

Negative

200DMA

186.39

Positive

Market Momentum

MACD

-2.22

Positive

RSI

42.63

Neutral

STOCH

43.29

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IYW, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 195.84, equal to the 50-day MA of 198.56, and equal to the 200-day MA of 186.39, indicating a neutral trend. The MACD of -2.22 indicates Positive momentum. The RSI at 42.63 is Neutral, neither overbought nor oversold. The STOCH value of 43.29 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IYW.

IYW Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
IYW	―	―	$19.82B	0.38%	―
VGT	―	―	$110.21B	0.09%	―
XLK	―	―	$88.23B	0.08%	―
XLF	―	―	$52.26B	0.08%	―
SOXX	―	―	$22.30B	0.34%	―
FTEC	―	―	$15.77B	0.08%	―

Performance Comparison

IYW

iShares U.S. Technology ETF

191.64

30.35

18.82%

VGT

Vanguard Information Technology ETF

―

XLK

Technology Select Sector SPDR Fund

―

XLF

Financial Select Sector SPDR Fund

―

SOXX

iShares Semiconductor ETF

―

FTEC

Fidelity MSCI Information Technology Index 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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