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Upturn AI SWOT - About
iShares Russell Top 200 Growth ETF (IWY)
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Upturn Advisory Summary
10/10/2025: IWY (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 68.15% | Avg. Invested days 92 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.09 | 52 Weeks Range 180.47 - 245.24 | Updated Date 06/29/2025 |
52 Weeks Range 180.47 - 245.24 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Russell Top 200 Growth ETF
ETF Overview
Overview
The iShares Russell Top 200 Growth ETF (IWY) seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit growth characteristics. It focuses on growth stocks within the Russell Top 200 index.
Reputation and Reliability
BlackRock is one of the world's largest asset managers, known for its extensive ETF offerings and generally reliable tracking performance.
Management Expertise
BlackRock has a large and experienced team of investment professionals managing its ETF products.
Investment Objective
Goal
The fund seeks to track the investment results of the Russell Top 200 Growth Index.
Investment Approach and Strategy
Strategy: Tracks a specific index, the Russell Top 200 Growth Index.
Composition Primarily holds stocks of large-cap U.S. companies with high growth characteristics.
Market Position
Market Share: Market share is subject to change based on current market data.
Total Net Assets (AUM): 3820000000
Competitors
Key Competitors
- VUG
- SCHG
- QQQ
Competitive Landscape
The growth ETF market is competitive, with IWY facing strong competition from larger and more popular ETFs like VUG, SCHG, and QQQ. IWY's advantage lies in its specific focus on the Russell Top 200 growth stocks, which may offer a slightly different risk/return profile. However, its higher expense ratio and smaller AUM may be disadvantages compared to some competitors. These factors make it difficult for the fund to have the same competitive edge that the other ETF's have.
Financial Performance
Historical Performance: Historical performance varies and is available through fund fact sheets and financial websites. It reflects the performance of the underlying index.
Benchmark Comparison: The ETF's performance should closely track the Russell Top 200 Growth Index.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
Average trading volume varies, but it is generally adequate for most investors.
Bid-Ask Spread
Bid-ask spread is usually tight, reflecting the ETF's liquidity and efficiency.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards growth stocks influence IWY's performance.
Growth Trajectory
The growth trajectory is tied to the performance of large-cap growth companies within the U.S. market; changes to strategy would be unusual, as it tracks an index.
Moat and Competitive Advantages
Competitive Edge
IWY benefits from BlackRock's brand recognition and distribution network. Its focus on the Russell Top 200 Growth Index offers a specific segment of the growth market, potentially appealing to investors seeking exposure to established, large-cap growth stocks. This targeted approach can provide a more defined exposure compared to broader growth ETFs. However, the relatively small AUM and potentially higher expense ratio versus key competitors, can affect IWY's ability to create a competitive edge.
Risk Analysis
Volatility
Volatility is expected to be similar to other growth-focused ETFs, potentially higher than broad market ETFs.
Market Risk
Subject to market risk, particularly related to the performance of large-cap growth stocks and sector concentrations (e.g., technology).
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to large-cap U.S. growth stocks.
Market Risk
Suitable for long-term investors with a moderate to high-risk tolerance looking for growth potential.
Summary
The iShares Russell Top 200 Growth ETF (IWY) offers exposure to the growth segment of the Russell Top 200 Index, comprised of large-cap US companies. Managed by BlackRock, it benefits from their established reputation, but faces competition from larger growth ETFs with lower expense ratios. Its performance is tied to the growth of its underlying holdings, and investors should be prepared for potential volatility. IWY suits those who prefer a focused approach to large-cap growth stocks, aligning with a long-term investment strategy.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
Data and analysis are for informational purposes only and should not be considered investment advice. Market conditions and fund performance can change rapidly. Market share data is based on available information and may not be precise.
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 Top 200 Growth ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents,. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.