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iShares Russell Top 200 Growth ETF(IWY)
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 IWY
11/13/2026: IWY (2-star) is currently NOT-A-BUY. Pass it for now.
The iShares Russell Top 200 Growth ETF (IWY) provides concentrated exposure to the largest U.S. companies displaying high growth characteristics. Its primary strengths include the institutional reliability of the iShares brand, high liquidity, and a low expense ratio. It is designed for investors seeking capital appreciation, though it carries significant concentration risk due to its heavy weighting in the technology and communication services sectors. Prospective investors should monitor interest rate trends and sector-specific regulatory environments, as these are the primary catalysts for its performance.
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 explicitly designed to capture capital appreciation from the largest, fastest-growing U.S. companies. |
| Momentum investor | Strong fit while signal remains positive | Its concentration in market-leading stocks makes it a natural vehicle for momentum-driven market cycles. |
| Value investor | Weak fit | The fund prioritizes growth metrics over value, often resulting in high P/E ratios and premium valuations. |
| Dividend/Income investor | Weak fit | Growth companies typically reinvest earnings rather than paying significant dividends. |
| Low-risk investor | Weak fit | The high concentration in tech and growth sectors leads to volatility higher than the broader market. |
Investor Profile
Ideal Investor Profile
Investors seeking long-term capital appreciation who are comfortable with the volatility inherent in concentrated tech-heavy portfolios.
Suitability
Best suited for long-term growth-focused investors as a core or satellite holding.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Growth stocks are sensitive to market sentiment and interest rate changes, causing price fluctuations. |
| Market risk | Medium / high | The fund is fully invested in equities and will fall during broad market corrections. |
| Concentration | High | A heavy weight in top holdings increases exposure to the specific performance of a few companies. |
| Tracking/expense | Low | The low expense ratio and index-tracking mandate ensure minimal drag on returns. |
| Liquidity | Low | Large AUM and volume mean investors can easily trade shares at market prices. |
| Business/sector quality | Medium | Dependency on the tech sector introduces specific business cycle risks. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
IWY historically experiences higher volatility than the S&P 500, characteristic of concentrated growth-style investing.
Market Risk
The fund's reliance on mega-cap growth leaders exposes it to cyclical downturns in high-beta equity segments.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Information Technology | 50 | This heavy weighting drives the fund's sensitivity to technology sector cycles and innovation trends. |
| Sector | Communication Services | 15 | Exposure to major media and internet service providers provides significant growth potential. |
| Sector | Consumer Discretionary | 15 | Companies here benefit from consumer spending power and discretionary income shifts. |
| Sector | Healthcare | 10 | Provides a defensive growth layer within the portfolio. |
| Cash/collateral | Cash and Cash Equivalents | 10 | Minor liquidity reserves held for operational efficiency and rebalancing. |
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 47.02% | Avg. Invested days 76 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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