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Upturn AI SWOT - About
iShares Russell 1000 Growth ETF (IWF)
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Upturn Advisory Summary
07/09/2025: IWF (4-star) is a STRONG-BUY. BUY since 40 days. Profits (9.86%). Updated daily EoD!
Upturn Star Rating
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 42.83% | Avg. Invested days 62 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 07/09/2025 |
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 |
Upturn AI SWOT
iShares Russell 1000 Growth ETF
ETF Overview
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.
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.
Management Expertise
BlackRock has extensive experience and expertise in managing ETFs across various asset classes and investment strategies.
Investment Objective
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
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.
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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