IWF - ETF AI Analysis
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iShares Russell 1000 Growth ETF (IWF)
IWF (iShares Russell 1000 Growth ETF) has a solid overall rating, reflecting its focus on large, financially strong growth companies. The fund is driven by major positions in leaders like Alphabet (GOOGL/GOOG), Apple, Microsoft, and Nvidia, all benefiting from strong earnings, profitable operations, and long-term growth opportunities in AI, cloud, and services. The main risk is that many of these top holdings are high-valuation tech and AI-related names, so the ETF is exposed to sector concentration and potential volatility if growth expectations cool.
IWF vs. SPDR S&P 500 ETF (SPY)
- AUM
- 123.91B
- Region
- North America
- Expense Ratio
- 0.18%
- Beta
- 1.26
- Issuer
- iShares
- Inception Date
- May 22, 2000
- Dividend Yield
- 0.37%
- Asset Class
- Equity
- Index Tracked
- Russell 1000 Growth
IWF Summary
IWF is the iShares Russell 1000 Growth ETF, which follows the Russell 1000 Growth Index, a collection of large U.S. companies expected to grow faster than the overall market. It mainly holds big names in technology and other growth areas, including companies like Apple and Nvidia. Investors might consider IWF if they want simple, broad exposure to many leading growth stocks in one investment, aiming for long-term growth rather than income. 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 the stock market and investor sentiment toward growth stocks.
How much will it cost me?
This ETF has an expense ratio of 0.18%, which means you’ll pay about $1.80 per year for every $1,000 invested. That’s slightly higher than the cheapest broad index ETFs, but still reasonable because it tracks a more specialized growth index rather than a plain-vanilla market index.
What would affect this ETF?
This U.S. large-cap growth ETF could benefit if technology and communication services companies like Nvidia, Apple, Microsoft, and Alphabet keep innovating, and if economic growth and stable or falling interest rates support higher valuations for growth stocks. On the downside, rising interest rates, stricter tech regulations, or a slowdown in the U.S. economy could hurt these sectors and make the fund more volatile due to its heavy concentration in a few big tech names.
IWF Top 10 Holdings
IWF is essentially riding the Big Tech and AI wave, with Nvidia, Apple, Microsoft, and the two Alphabet share classes steering the ship. Nvidia has been a powerful long-term engine but is showing some short-term wobble, while Apple and Microsoft look steadier and continue to quietly pull the fund higher. Alphabet, on the other hand, has been losing steam lately and acts as a drag. Tesla adds a volatile consumer edge, and Eli Lilly brings a rising healthcare counterweight. Overall, it’s a U.S.-centric, tech-heavy growth story with performance dominated by a handful of mega-cap names.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 14.94% | $17.97B | $4.93T | 0.86% | 76Outperform |
 AAPL | Apple | 8.45% | $10.16B | $5.03T | 26.98% | 79Outperform |
 MSFT | Microsoft | 6.07% | $7.30B | $3.88T | -0.73% | 79Outperform |
 GOOGL | Alphabet Class A | 5.10% | $6.14B | $3.41T | -0.58% | 85Outperform |
 AVGO | Broadcom | 4.75% | $5.71B | $1.56T | -13.38% | 76Outperform |
 GOOG | Alphabet Class C | 4.14% | $4.98B | $3.41T | -1.31% | 82Outperform |
 TSLA | Tesla | 3.66% | $4.40B | $1.58T | -9.15% | 73Outperform |
 META | Meta Platforms | 3.46% | $4.16B | $1.57T | -7.72% | 76Outperform |
 LLY | Eli Lilly & Co | 3.54% | $4.26B | $1.33T | 67.86% | 72Outperform |
 MU | Micron | 3.12% | $3.76B | $1.00T | 294.96% | 79Outperform |
IWF Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IWF, the sentiment is Negative. The current price of 117.61 is below the 20-day moving average (MA) of 123.93, below the 50-day MA of 123.58, and below the 200-day MA of 119.30, indicating a bearish trend. The MACD of -1.25 indicates Positive momentum. The RSI at 34.46 is Neutral, neither overbought nor oversold. The STOCH value of 45.57 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IWF.
IWF Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| IWF | $117.61 | $137.00(16.49% Upside) | $123.91B | 0.18% | 75Outperform |
 VUG | $85.06 | $112.68(32.47% Upside) | $227.48B | 0.03% | 75Outperform |
 IVW | $134.46 | $177.75(32.19% Upside) | $76.78B | 0.18% | 75Outperform |
 SCHG | $34.32 | $44.83(30.62% Upside) | $63.29B | 0.04% | 75Outperform |
 SPYG | $116.42 | $154.45(32.66% Upside) | $55.52B | 0.04% | 76Outperform |
 VONG | $121.09 | $165.55(36.71% Upside) | $46.12B | 0.06% | 75Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| IWF | iShares Russell 1000 Growth ETF | 117.61 | -3.93 | -3.24% | |
| VUG | Vanguard Growth ETF | 85.06 | 1.77 | 2.13% | |
| IVW | iShares S&P 500 Growth ETF | 134.46 | 9.56 | 7.65% | |
| SCHG | Schwab U.S. Large-Cap Growth ETF | 34.32 | 0.94 | 2.83% | |
| SPYG | SPDR Portfolio S&P 500 Growth ETF | 116.42 | 8.39 | 7.77% | |
| VONG | Vanguard Russell 1000 Growth ETF | 121.09 | -3.80 | -3.04% |
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.