Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
iShares S&P 500 Growth ETF(IVW)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IVW
11/12/2026: IVW (5-star) is currently NOT-A-BUY. Pass it for now.
The iShares S&P 500 Growth ETF (IVW) provides investors with diversified exposure to large-capitalization U.S. companies that demonstrate strong growth potential, primarily within the technology and consumer sectors. As a low-cost, highly liquid fund managed by BlackRock, it is an efficient vehicle for capturing long-term capital appreciation. While it offers significant growth upside, investors should be aware of its high concentration in technology, which introduces heightened sensitivity to interest rate fluctuations and sector-specific volatility. It is best suited for long-term growth-oriented investors who can tolerate market volatility and are less focused on immediate dividend income.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | This fund is specifically designed to target companies with high growth potential, aligning perfectly with growth-focused objectives. |
| Momentum investor | Strong fit while signal remains positive | The index methodology incorporates momentum factors, making it well-suited for investors looking to capture trends in leading stocks. |
| Value investor | Weak fit | Growth stocks typically carry higher valuations, which often conflict with the principles of value investing. |
| Dividend/Income investor | Weak fit | Growth-oriented companies generally reinvest earnings into expansion rather than paying significant dividends. |
| Low-risk investor | Weak fit | The focus on growth stocks inherently involves higher volatility compared to broad market or dividend-focused indices. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant with a high risk tolerance who seeks capital appreciation through large-cap U.S. growth companies.
Suitability
IVW is best suited for long-term investors aiming for portfolio growth, though it can be utilized by tactical traders to gain exposure to market momentum.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Growth stocks tend to exhibit wider price swings during market corrections compared to the broader market. |
| Market risk | High | As an equity fund, it is fully exposed to systemic downturns in the U.S. stock market. |
| Concentration | Medium / high | The heavy weighting in technology and communication services makes the fund sensitive to sector-specific shocks. |
| Tracking/expense | Low | BlackRock's efficient management keeps tracking error and expense ratios at very competitive levels. |
| Liquidity | Low | High trading volume ensures investors can buy or sell shares with minimal price impact. |
| Business/sector quality | Medium | The fund tracks established large-cap companies, which generally possess robust business models and significant competitive moats. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
IVW historically displays higher volatility than the broad S&P 500 due to its heavy technology sector tilt.
Market Risk
The fund is sensitive to macroeconomic factors that affect large-cap equities, particularly interest rate sensitivity and market sentiment regarding innovation-driven sectors.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Information Technology | 48 | This heavy concentration drives the fund's growth potential but increases sensitivity to tech industry cycles. |
| Sector | Communication Services | 13 | Exposure to major media and internet service providers adds significant growth-oriented diversification. |
| Sector | Consumer Discretionary | 12 | Includes high-growth retail and e-commerce companies that benefit from consumer spending trends. |
| Sector | Health Care | 11 | Provides a slightly more defensive growth component within the healthcare innovation space. |
| Sector | Other Sectors (Industrials, Financials, etc.) | 16 | Represents smaller allocations across various sectors to round out the S&P 500 growth exposure. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 55.93% | Avg. Invested days 73 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/12/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.