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- Upturn Summary
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Upturn AI Summary
IQ Winslow Large Cap Growth ETF(IWLG)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IWLG
11/06/2026: IWLG (1-star) is currently NOT-A-BUY. Pass it for now.
IWLG is an actively managed ETF that provides targeted exposure to large-cap U.S. growth companies, managed by Winslow Capital. Its primary strength lies in the sub-adviser's bottom-up, fundamental research process designed to outperform passive growth benchmarks. It serves as an active satellite component in a growth-oriented portfolio. Key risks include higher expense ratios, lower daily liquidity compared to mega-cap passive ETFs, and the inherent volatility of growth stocks in changing interest rate environments. It is best suited for long-term investors seeking active management, rather than active traders, and requires monitoring of relative performance against cost-effective index alternatives.
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 | The fund is specifically designed to provide exposure to high-growth large-cap U.S. companies. |
| Momentum investor | Mixed fit | While the fund holds growth stocks, momentum investors should monitor the fund’s active turnover and specific holding trends. |
| Value investor | Weak fit | The focus on growth metrics typically results in higher valuation multiples that do not align with traditional value investing. |
| Dividend/Income investor | Weak fit | Large-cap growth companies generally prioritize reinvestment over dividend payments. |
| Low-risk investor | Weak fit | The inherent volatility of growth equities makes this fund unsuitable for risk-averse investors. |
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking capital appreciation with a multi-year time horizon who believes in the efficacy of active stock selection over passive indexing.
Suitability
IWLG is best suited for long-term investors looking to complement core holdings with an active, research-driven growth strategy.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Growth stocks are prone to significant price swings based on earnings reports and market sentiment. |
| Market risk | High | The fund is highly correlated with the performance of the broader U.S. equity markets. |
| Concentration | Medium / high | As an active fund, it may hold concentrated positions in specific industries or sectors. |
| Tracking/expense | Medium | The expense ratio is higher than passive alternatives, requiring active alpha generation to justify costs. |
| Liquidity | Medium | Lower trading volumes can make it more expensive to enter or exit large positions quickly. |
| Business/sector quality | Medium | Performance is dependent on the management's ability to correctly identify high-quality business models. |
Risk Analysis
Volatility
IWLG exhibits moderate-to-high historical volatility consistent with a growth-focused equity portfolio.
Market Risk
The fund is subject to systematic market risks, particularly the sensitivity of growth stocks to interest rate changes and economic cycle fluctuations.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap U.S. Equities | 98.5 | This represents the core of the portfolio, focusing on established companies with significant growth potential. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | This portion provides necessary liquidity for daily fund operations and rebalancing activities. |
Analysis of Past Performance
Type ETF | Historic Profit 41% | Avg. Invested days 78 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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