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Upturn AI Summary
iShares Russell 1000 Growth ETF(IWF)
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 IWF
10/02/2026: IWF (5-star) is a STRONG-BUY. BUY for 34 days. Simulated Profits (1.68%). Updated daily EoD!
The iShares Russell 1000 Growth ETF (IWF) provides broad, liquid exposure to large- and mid-cap U.S. companies that exhibit growth characteristics. It achieves this by tracking the Russell 1000 Growth Index, resulting in a portfolio heavily tilted toward technology and consumer discretionary sectors. Key strengths include its massive scale, cost-efficiency, and institutional reliability from BlackRock. While it is an excellent vehicle for long-term growth, investors should be mindful of its sensitivity to interest rate changes and sector concentration risks. It is best suited for growth-oriented investors with a high tolerance for equity volatility.
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 | It offers direct, broad-based exposure to the fastest-growing companies in the U.S. economy. |
| Momentum investor | Strong fit while signal remains positive | The fund naturally overweight companies with upward price trends, aligning well with momentum strategies. |
| Value investor | Weak fit | The fund ignores valuation-based metrics in favor of growth, often holding stocks with high price-to-earnings ratios. |
| Dividend/Income investor | Weak fit | Growth companies typically reinvest earnings rather than paying dividends, resulting in a low yield. |
| Low-risk investor | Weak fit | The focus on growth stocks introduces higher volatility compared to broad market or value indices. |
Investor Profile
Ideal Investor Profile
Long-term investors seeking capital appreciation who are comfortable with higher volatility and have a long time horizon.
Suitability
Best suited for passive index followers who want a core large-cap growth tilt in their long-term portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Growth stocks are generally more sensitive to market sentiment and interest rate shifts. |
| Market risk | High | The fund is fully exposed to systematic equity market downturns. |
| Concentration | Medium / high | The fund is heavily tilted toward the technology sector, which can lead to sector-specific risks. |
| Tracking/expense | Low | The fund has a low expense ratio and historically maintains tight tracking of its benchmark. |
| Liquidity | Low | High trading volume ensures efficient execution and low transaction costs. |
| Business/sector quality | Medium | The focus on large-cap companies generally provides a baseline of business quality. |
Risk Analysis
Volatility
High historical volatility compared to the S&P 500, characteristic of growth-factor investing.
Market Risk
The fund is subject to significant equity market risk and is heavily weighted toward high-beta technology and consumer names.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Information Technology | 48 | This heavy tech allocation drives the fund's growth potential but increases sensitivity to tech sector volatility. |
| Sector | Consumer Discretionary | 16 | Provides exposure to consumer-driven growth trends, particularly in e-commerce and retail. |
| Sector | Communication Services | 13 | Includes major internet, media, and interactive entertainment companies that are significant growth drivers. |
| Sector | Health Care | 10 | Offers defensive growth exposure through pharmaceutical and medical technology companies. |
| Other | Other Sectors (Industrials, Financials, etc.) | 13 | Provides diversification across secondary sectors that meet growth criteria. |
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 23.77% | Avg. Invested days 52 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/02/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 2, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $128.77B |
| Issuer | iShares |
| Expense Ratio | 0.19% |
| Distribution Yield | 0.35% |
| Inception | May 22, 2000 |
Performance
| Period | Total Return |
|---|---|
| YTD | +6.98% |
| 1 Year | +9.50% |
| 3 Year | +24.07% |
| 5 Year | +12.61% |
| 10 Year | +18.03% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 18.43% |
| 3Y Volatility | 16.83% |
| 3Y Sharpe Ratio | 0.95 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Sustainability Rating | 3 / 5 |
| Benchmark | S&P 500 TR USD |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 63.44% |
| Large Cap | 24.28% |
| Mid Cap | 10.52% |
| Small Cap | 1.65% |
| Micro Cap | 0.02% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 56.04% |
| Communication Services | 16.48% |
| Consumer Cyclicals | 7.48% |
| Industrials | 7.47% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 22.8x |
| Portfolio P/B | 9.16x |
| Portfolio P/S | 5.67x |
| Holdings Turnover | 14.0% |
Top Holdings
| Holding | Weight |
|---|---|
| NVIDIA | 15.57% |
| Apple | 7.58% |
| Alphabet Class A | 5.83% |
| Microsoft | 5.55% |
| Broadcom | 4.85% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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