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iShares Russell 1000 Growth ETF (IWF)

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Upturn Advisory Summary
11/28/2025: IWF (4-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 54.77% | Avg. Invested days 77 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |
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 |
Upturn AI SWOT
iShares Russell 1000 Growth ETF
ETF Overview
Overview
The iShares Russell 1000 Growth ETF (IWF) seeks to track the investment results of an index composed of large- and mid-capitalization U.S. equities that exhibit growth characteristics. The fund aims to provide exposure to companies with high growth potential within the Russell 1000 index.
Reputation and Reliability
iShares is a well-established and reputable ETF issuer with a long track record of providing reliable investment products.
Management Expertise
BlackRock, the issuer of iShares ETFs, has extensive experience and expertise in investment management and ETF operations.
Investment Objective
Goal
To track the investment results of an index composed of large- and mid-capitalization U.S. equities that exhibit growth characteristics.
Investment Approach and Strategy
Strategy: The ETF seeks to replicate the performance of the Russell 1000 Growth Index.
Composition The ETF holds a portfolio of stocks of primarily large and mid-cap U.S. companies that are considered to have high growth potential based on factors such as earnings growth and price-to-book ratio.
Market Position
Market Share: Unavailable
Total Net Assets (AUM): 74890000000
Competitors
Key Competitors
- Vanguard Growth ETF (VUG)
- Schwab U.S. Large-Cap Growth ETF (SCHG)
- Invesco QQQ Trust (QQQ)
Competitive Landscape
The growth ETF market is highly competitive, with several major players offering similar products. IWF competes based on tracking accuracy, expense ratio, and brand recognition. Advantages include iShares' strong brand and wide availability, while disadvantages could be a slightly higher expense ratio than some competitors. However, real-time accurate market share data is unavailable without specific financial data resources.
Financial Performance
Historical Performance: Historical performance data unavailable. Reviewing past returns over 1, 3, 5, and 10-year periods is crucial for evaluation.
Benchmark Comparison: Benchmark comparison data is unavailable, but should be compared to the Russell 1000 Growth Index.
Expense Ratio: 0.19
Liquidity
Average Trading Volume
The ETF exhibits high liquidity due to its large asset base and popularity, usually resulting in substantial daily trading volume.
Bid-Ask Spread
The ETF generally has a narrow bid-ask spread, reflecting its high liquidity and ease of trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and sector-specific trends in technology, consumer discretionary, and healthcare significantly impact the ETF's performance.
Growth Trajectory
The ETF's growth trajectory is tied to the performance of high-growth companies, with potential adjustments to holdings based on index reconstitution and market conditions.
Moat and Competitive Advantages
Competitive Edge
IWF's competitive edge lies in its tracking of the widely recognized Russell 1000 Growth Index, providing broad exposure to U.S. growth stocks. iShares' strong brand recognition and extensive distribution network further enhance its appeal. The ETF benefits from BlackRock's expertise in index tracking and portfolio management. It gives investors easy access to a diversified portfolio of growth stocks. Its competitive advantage is its strong performance and widely available index.
Risk Analysis
Volatility
The ETF may exhibit higher volatility compared to broader market ETFs due to its focus on growth stocks, which tend to be more sensitive to market fluctuations.
Market Risk
The ETF is subject to market risk, including the potential for declines in the value of its holdings due to economic downturns, sector-specific challenges, or changes in investor sentiment.
Investor Profile
Ideal Investor Profile
The ideal investor is one who seeks capital appreciation through exposure to U.S. growth stocks and is willing to tolerate higher levels of volatility.
Market Risk
The ETF is suitable for long-term investors seeking growth potential and diversification within the U.S. equity market.
Summary
The iShares Russell 1000 Growth ETF provides exposure to a diversified portfolio of large and mid-cap U.S. growth stocks, making it suitable for investors seeking capital appreciation. The ETF's performance is closely tied to the performance of its underlying index, the Russell 1000 Growth Index. However, its value could go down due to economic turndowns or any change in investor sentiment. Before investing, one should evaluate their risk tolerance and investment objectives. Overall, it's a great option for long-term investors with higher risk tolerance.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock website
- SEC Filings
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Consult with a qualified financial advisor before making any investment decisions. Market share and performance data can fluctuate and may not be completely up-to-date.
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.
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.

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