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iShares Russell 1000 Growth ETF (IWF)

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Upturn Advisory Summary
10/24/2025: IWF (4-star) is a STRONG-BUY. BUY since 116 days. Simulated Profits (22.36%). Updated daily EoD!
Analysis of Past Performance
Type ETF | Historic Profit 59.08% | Avg. Invested days 75 | Today’s Advisory Strong Buy |
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 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
iShares is a well-established and reputable ETF provider, known for its broad range of investment products and commitment to tracking indices accurately.
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
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
- 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.
Peer Comparison
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.
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.

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.
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