IYW - ETF AI Analysis
Top Page
iShares U.S. Technology ETF (IYW)
Rating:76Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past month and quarter, indicating positive recent momentum in its holdings.
Leading Technology Holdings
Many of the top positions, such as Nvidia, Alphabet, Broadcom, AMD, Micron, and Lam Research, have delivered strong year-to-date results that support the fund’s overall performance.
Focused Tech Exposure
The fund’s heavy tilt toward U.S. technology and related communication services stocks gives investors targeted exposure to innovative, growth-oriented companies.
Negative Factors
High Stock Concentration
A large portion of the portfolio is concentrated in a few names like Nvidia and Apple, which increases the impact that any single company’s moves can have on the ETF.
Mixed Performance Among Top Holdings
Some major positions, including Apple and Microsoft, have shown weaker year-to-date performance, which can drag on the fund even as other holdings do well.
Limited Diversification by Country and Sector
With almost all assets in U.S. companies and a strong focus on technology, the ETF offers little protection if the U.S. tech sector faces a downturn.
IYW vs. SPDR S&P 500 ETF (SPY)
AUM24.11B
RegionNorth America
Expense Ratio0.38%
Beta1.49
IssueriShares
Inception DateMay 15, 2000
Dividend Yield0.1%
Asset ClassEquity
Index TrackedRussell 1000 Technology RIC 22.5/45 Capped Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume923,187
30 Day Avg. Volume1,379,116
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
281.22Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering139
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 owns many well-known names such as Apple and Nvidia, along with other major players in software, chips, and online services. Investors might consider IYW if they want simple, one-click access to a wide range of leading technology businesses with strong growth potential. However, because it is heavily invested in technology and related internet companies, its price can rise and fall sharply when the tech sector or overall stock market moves.
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
This ETF is riding a powerful U.S. tech wave, with Nvidia and Apple doing most of the heavy lifting as their shares keep climbing on the back of AI demand and a resilient iPhone and services ecosystem. Alphabet’s twin share classes add another strong engine, reflecting steady momentum in search and cloud. The fund is heavily tilted toward U.S. mega-cap tech and communication services, with chip names like AMD, Micron, and Intel surging but also adding volatility. Microsoft and Meta are more of a mixed bag lately, occasionally tapping the brakes on performance.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 14.87% | $3.60B | $4.96T | 44.53% | 76 Outperform | |
| Apple | 13.03% | $3.16B | $4.34T | 48.20% | 79 Outperform | |
| Alphabet Class A | 6.53% | $1.58B | $4.33T | 105.92% | 85 Outperform | |
| Alphabet Class C | 5.31% | $1.29B | $4.33T | 103.64% | 82 Outperform | |
| Micron | 5.04% | $1.22B | $1.12T | 749.14% | 79 Outperform | |
| Advanced Micro Devices | 4.50% | $1.09B | $796.47B | 340.40% | 73 Outperform | |
| Microsoft | 3.40% | $825.56M | $2.90T | -17.73% | 79 Outperform | |
| Broadcom | 3.08% | $747.06M | $1.83T | 53.63% | 76 Outperform | |
| Intel | 3.00% | $728.28M | $587.84B | 518.52% | 64 Neutral | |
| Lam Research | 2.52% | $609.91M | $453.36B | 309.75% | 77 Outperform |
IYW Technical Analysis
Positive
―
Price Trends
227.98
Positive
209.49
Positive
203.41
Positive
Market Momentum
4.86
Positive
61.57
Neutral
53.59
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IYW, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 246.19, equal to the 50-day MA of 227.98, and equal to the 200-day MA of 203.41, indicating a bullish trend. The MACD of 4.86 indicates Positive momentum. The RSI at 61.57 is Neutral, neither overbought nor oversold. The STOCH value of 53.59 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IYW.
IYW Peer Comparison
Comparison Results
Performance Comparison
IYW
iShares U.S. Technology ETF
253.97
88.28
53.28%
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.
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: ―
Table of Contents