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iShares Russell 1000 Growth ETF(IWF)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
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- BUY Advisory
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Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IWF
09/18/2026: IWF (5-star) is a REGULAR-BUY. BUY for 24 days. Simulated Profits (-1.38%). Updated daily EoD!
IWF provides efficient, broad exposure to large- and mid-cap U.S. growth stocks, primarily utilizing a representative sampling of the Russell 1000 Growth Index. Its key strengths include significant liquidity, institutional-grade management from BlackRock, and a track record of capturing growth market performance. The ETF serves as an effective tool for investors seeking long-term capital appreciation in their equity allocation. Investors should be mindful of the fund's heavy concentration in the technology and consumer discretionary sectors, as well as its sensitivity to interest rate shifts. It is best suited for long-term investors comfortable with higher volatility who want exposure to the engines of U.S. economic innovation.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | It provides concentrated exposure to companies with high earnings growth potential. |
| Momentum investor | Strong fit while signal remains positive | The index methodology naturally holds high-performing, trending growth stocks. |
| Value investor | Weak fit | Growth-oriented valuations often exceed typical value investor criteria. |
| Dividend/Income investor | Weak fit | Growth companies tend to reinvest earnings rather than paying significant dividends. |
| Low-risk investor | Weak fit | The fund's heavy sector concentration and volatility profile are unsuitable for risk-averse investors. |
Investor Profile
Ideal Investor Profile
The ideal investor is an individual seeking long-term capital appreciation who can withstand short-term volatility and prefers exposure to market-leading companies.
Suitability
Best suited for long-term investors aiming to tilt their portfolio toward growth segments; less ideal for short-term traders or those requiring steady income.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Growth stocks are susceptible to sharper price swings during market corrections. |
| Market risk | High | The fund is fully invested in equities and will drop if the broader market declines. |
| Concentration | Medium / high | Significant weight in the technology sector can lead to undiversified risk if tech underperforms. |
| Tracking/expense | Low | The fund tracks its index with high precision and low management fees. |
| Liquidity | Low | High trading volumes ensure that liquidity risk is minimal for most investors. |
| Business/sector quality | Medium | The focus on large-cap leaders generally ensures exposure to high-quality, resilient businesses. |
Risk Analysis
Volatility
IWF has historically demonstrated higher volatility than the S&P 500 due to its focus on growth-oriented stocks which trade at higher price-to-earnings multiples.
Market Risk
The fund is subject to systematic equity market risk; however, the concentration in tech and discretionary sectors introduces additional exposure to sector-specific economic cycles.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Information Technology | 48.5 | This sector provides heavy exposure to software and semiconductor giants driving modern growth trends. |
| Sector | Consumer Discretionary | 16.2 | Includes major retail and entertainment companies that rely on consumer spending cycles. |
| Sector | Communication Services | 12.5 | Provides access to internet content and media platforms that are central to the digital economy. |
| Sector | Health Care | 9.8 | Adds defensive growth elements through innovation-focused biotech and pharmaceutical firms. |
| Other | Industrials, Financials, and Other | 13 | Diversifies the remaining portfolio across various cyclical and defensive sectors to manage idiosyncratic risk. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 41.95% | Avg. Invested days 62 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/18/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 18, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $122.92B |
| Issuer | iShares |
| Expense Ratio | 0.19% |
| Distribution Yield | 0.35% |
| Inception | May 22, 2000 |
Performance
| Period | Total Return |
|---|---|
| YTD | +2.14% |
| 1 Year | +4.44% |
| 3 Year | +20.98% |
| 5 Year | +11.40% |
| 10 Year | +17.64% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 18.43% |
| 3Y Volatility | 16.83% |
| 3Y Sharpe Ratio | 0.95 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Sustainability Rating | 3 / 5 |
| Benchmark | S&P 500 TR USD |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 63.01% |
| Large Cap | 24.50% |
| Mid Cap | 10.67% |
| Small Cap | 1.67% |
| Micro Cap | 0.02% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 54.88% |
| Communication Services | 16.82% |
| Consumer Cyclicals | 7.75% |
| Industrials | 7.52% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 22.88x |
| Portfolio P/B | 9.12x |
| Portfolio P/S | 5.5x |
| Holdings Turnover | 14.0% |
Top Holdings
| Holding | Weight |
|---|---|
| NVIDIA | 15.12% |
| Apple | 7.93% |
| Alphabet Class A | 6.14% |
| Microsoft | 5.64% |
| Alphabet Class C | 4.96% |
Upturn AI Summary
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.
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