IWF
IWF 4-star rating from Upturn Advisory

iShares Russell 1000 Growth ETF (IWF)

iShares Russell 1000 Growth ETF (IWF) 4-star rating from Upturn Advisory
$471.43
Last Close (24-hour delay)
Today's Top Performer logo Top performer
Profit since last BUY20.88%
upturn advisory logo
WEAK BUY
BUY since 126 days
  • BUY Advisory
  • SELL Advisory (Profit)
  • SELL Advisory (Loss)
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock price based on last close icon Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • 1Y
  • 1M
  • 1W

Upturn Advisory Summary

11/07/2025: IWF (4-star) is a REGULAR-BUY. BUY since 126 days. Simulated Profits (20.88%). Updated daily EoD!

Upturn Star Rating

Upturn 4 star rating for performance

Above Average Performance

These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.

Analysis of Past Performance

Type ETF
Historic Profit 57.16%
Avg. Invested days 76
Today’s Advisory WEAK BUY
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 5.0
ETF Returns Performance Upturn Returns Performance icon 5.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 11/07/2025

Key Highlights

Volume (30-day avg) -
Beta 1.1
52 Weeks Range 308.37 - 422.60
Updated Date 06/29/2025
52 Weeks Range 308.37 - 422.60
Updated Date 06/29/2025

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

iShares Russell 1000 Growth ETF

iShares Russell 1000 Growth ETF(IWF) company logo displayed in Upturn AI summary

ETF Overview

overview logo Overview

The iShares Russell 1000 Growth ETF (IWF) seeks to track the investment results of the Russell 1000 Growth Index, which measures the performance of the large- and mid-capitalization growth sectors of the U.S. equity market. It offers exposure to U.S. companies exhibiting growth characteristics.

Reputation and Reliability logo Reputation and Reliability

iShares is a well-established and reputable ETF provider, known for its broad range of investment products and commitment to tracking indices accurately.

Leadership icon representing strong management expertise and executive team Management Expertise

iShares benefits from the extensive resources and expertise of BlackRock, one of the world's largest asset managers, providing experienced portfolio management and risk management capabilities.

Investment Objective

Icon representing investment goals and financial objectives Goal

To track the investment results of the Russell 1000 Growth Index.

Investment Approach and Strategy

Strategy: The ETF employs a replication strategy, attempting to hold all or a substantial portion of the securities in the Russell 1000 Growth Index in proportion to their weighting in the index.

Composition The ETF primarily holds stocks of U.S. growth companies. The composition is heavily weighted towards technology and consumer discretionary sectors.

Market Position

Market Share: Data Unavailable

Total Net Assets (AUM): 75290000000

Competitors

Key Competitors logo Key Competitors

  • Vanguard Growth ETF (VUG)
  • Schwab U.S. Large-Cap Growth ETF (SCHG)
  • SPDR Portfolio S&P 1000 Growth ETF (SPYG)

Competitive Landscape

The growth ETF market is highly competitive, with several major players offering similar products. IWF competes based on its brand recognition, tracking accuracy, and low expense ratio. VUG and SCHG offer comparable exposure at slightly lower expense ratios, while SPYG tracks a slightly different growth index. IWF's strength lies in its established track record and wide adoption among investors.

Financial Performance

Historical Performance: Data Unavailable

Benchmark Comparison: Data Unavailable

Expense Ratio: 0.19

Liquidity

Average Trading Volume

The average trading volume of IWF is typically high, indicating good liquidity.

Bid-Ask Spread

The bid-ask spread for IWF is generally tight, reflecting its high liquidity and efficient trading.

Market Dynamics

Market Environment Factors

IWF is influenced by overall economic growth, interest rate movements, and investor sentiment towards growth stocks. Sector-specific trends, particularly in technology and consumer discretionary, also play a significant role.

Growth Trajectory

IWF's growth trajectory depends on the performance of the underlying growth stocks in the Russell 1000 Index. Changes in the index composition and sector weightings can impact its future performance. It generally will follow growth-oriented investments.

Moat and Competitive Advantages

Competitive Edge

IWF's competitive edge comes from its strong brand recognition as an iShares product, its accurate tracking of the Russell 1000 Growth Index, and its relatively low expense ratio compared to some actively managed growth funds. The ETF offers broad exposure to the U.S. growth equity market. Its historical performance has attracted significant assets, further solidifying its position. Its large AUM also contributes to economies of scale.

Risk Analysis

Volatility

IWF is expected to have higher volatility than the broader market due to its focus on growth stocks, which tend to be more sensitive to economic fluctuations and market sentiment.

Market Risk

The ETF is subject to market risk, including the possibility of declines in the value of its underlying assets due to economic downturns, industry-specific challenges, or company-specific issues. Concentration in technology and consumer discretionary sectors adds sector-specific risk.

Investor Profile

Ideal Investor Profile

The ideal investor for IWF is one seeking long-term capital appreciation and exposure to U.S. growth stocks. Investors with a higher risk tolerance and a long-term investment horizon are best suited for this ETF.

Market Risk

IWF is best suited for long-term investors and passive index followers looking for broad growth exposure. Active traders may also use it for tactical allocation to growth stocks.

Summary

The iShares Russell 1000 Growth ETF (IWF) provides exposure to U.S. large- and mid-cap growth stocks, tracking the Russell 1000 Growth Index. It offers a cost-effective way to invest in growth companies but is expected to have higher volatility than the broader market. It is ideal for long-term investors seeking capital appreciation and comfortable with market fluctuations. BlackRock's iShares management expertise adds to its appeal.

Similar ETFs

Sources and Disclaimers

Data Sources:

  • iShares website
  • BlackRock
  • Morningstar
  • Yahoo Finance

Disclaimers:

The data and analysis provided are for informational purposes only and do not constitute investment advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

Information icon warning about potential inaccuracies or hallucinations in Upturn AI-generated summaries AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About iShares Russell 1000 Growth ETF

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The fund generally invests at least 80% of its assets in the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents, including shares of money market funds advised by BFA or its affiliates, as well as in securities not included in the underlying index, but which BFA believes will help the fund track the underlying index. It is non-diversified.