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IWF
Upturn stock ratingUpturn stock rating

iShares Russell 1000 Growth ETF (IWF)

Upturn stock ratingUpturn stock rating
$421.7
Last Close (24-hour delay)
Today's Top Performer Top performer.Today's Top PicksToday’s top pick
Profit since last BUY8.03%
upturn advisory
Regular Buy
BUY since 33 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

06/27/2025: IWF (4-star) is a STRONG-BUY. BUY since 33 days. Profits (8.03%). Updated daily EoD!

Upturn Star Rating

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Above Average Performance

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

Number of Analysts

rating

0 Analysts rated it

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Year Target Price $0

Year Target Price $0

Analyst’s Price TargetsFor last 52 week
$0Target price
Low$308.37
Current$421.7
high$422.6

Analysis of Past Performance

Type ETF
Historic Profit 40.45%
Avg. Invested days 61
Today’s Advisory Regular Buy
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
ETF Returns Performance Upturn Returns Performance 5.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 06/27/2025

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

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iShares Russell 1000 Growth ETF

stock logo

ETF Overview

overview logo Overview

The iShares Russell 1000 Growth ETF (IWF) aims to track the investment results of an index composed of large- and mid-capitalization U.S. equities that exhibit growth characteristics. It offers targeted exposure to the growth segment of the U.S. equity market.

reliability logo Reputation and Reliability

iShares, managed by BlackRock, is one of the world's largest ETF providers, known for its diverse product offerings and reliable investment management.

reliability logo Management Expertise

BlackRock has extensive experience and expertise in managing ETFs across various asset classes and investment strategies.

Investment Objective

overview logo Goal

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

Investment Approach and Strategy

Strategy: The ETF employs a 'passive' management strategy, seeking to replicate the performance of its underlying index.

Composition The ETF primarily holds stocks of U.S. companies exhibiting growth characteristics based on factors such as price-to-book ratio and expected growth rates.

Market Position

Market Share: IWF holds a substantial market share within the large-cap growth ETF segment.

Total Net Assets (AUM): 78930000000

Competitors

overview logo Key Competitors

  • VUG
  • SCHG
  • MGK

Competitive Landscape

The large-cap growth ETF market is dominated by a few key players. IWF provides a broad exposure to the Russell 1000 Growth Index, while competitors like VUG track the CRSP U.S. Large Cap Growth Index. SCHG and MGK offer similar growth exposure but may have slightly different methodologies or lower expense ratios. The competitive edge of IWF lies in its brand recognition and established track record.

Financial Performance

Historical Performance: Historical performance varies with market conditions and the performance of growth stocks. Investors should consult the ETF's factsheet for specific historical returns.

Benchmark Comparison: The ETF's performance is generally closely aligned with the Russell 1000 Growth Index, though tracking error exists.

Expense Ratio: 0.19

Liquidity

Average Trading Volume

IWF boasts robust liquidity, characterized by a high average trading volume, making it easy for investors to buy and sell shares.

Bid-Ask Spread

IWF typically maintains a tight bid-ask spread, signifying low transaction costs for traders.

Market Dynamics

Market Environment Factors

Economic growth, interest rate policies, and investor sentiment toward growth stocks significantly influence IWF's performance.

Growth Trajectory

IWF's growth is tied to the performance of the growth stock segment, with adjustments to holdings reflecting changes in the Russell 1000 Growth Index.

Moat and Competitive Advantages

Competitive Edge

IWF benefits from the strong brand recognition and distribution network of iShares (BlackRock). Its large AUM contributes to economies of scale, helping to keep the expense ratio competitive. The ETF's transparent and well-defined investment strategy offers investors a clear understanding of its growth-focused approach. The Russell 1000 Growth Index is a widely recognized benchmark, further enhancing the ETF's appeal. Finally, IWF is consistently ranked among the top ETFs in its category.

Risk Analysis

Volatility

IWF, focusing on growth stocks, tends to exhibit higher volatility than broader market ETFs.

Market Risk

IWF is susceptible to market risk, particularly fluctuations in the growth stock segment and sector concentrations, like technology.

Investor Profile

Ideal Investor Profile

IWF is suited for investors seeking long-term capital appreciation through exposure to U.S. growth stocks, with a tolerance for moderate to high volatility.

Market Risk

IWF is best suited for long-term investors seeking growth and capital appreciation, but not those with a low risk tolerance.

Summary

IWF provides targeted access to the growth-oriented segment of the U.S. equity market. It tracks the Russell 1000 Growth Index, offering a diversified portfolio of large- and mid-cap growth stocks. The ETF is managed by iShares, a reputable ETF provider, and has a competitive expense ratio. Investors should be aware of the higher volatility associated with growth stocks. Overall, IWF is a good choice for investors seeking growth exposure as a part of a broader portfolio.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • iShares.com
  • Morningstar.com
  • ETFdb.com
  • Bloomberg.com

Disclaimers:

This analysis is for informational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.