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Upturn AI SWOT - About
iShares U.S. Technology ETF (IYW)
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Upturn Advisory Summary
07/09/2025: IYW (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 47.72% | Avg. Invested days 56 | 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 07/09/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.24 | 52 Weeks Range 117.49 - 172.80 | Updated Date 06/29/2025 |
52 Weeks Range 117.49 - 172.80 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares U.S. Technology ETF
ETF Overview
Overview
The iShares U.S. Technology ETF (IYW) seeks to track the investment results of the Russell 1000 Technology RIC 22.5/45 Capped Index, providing exposure to U.S. technology companies. The fund generally invests at least 90% of its assets in securities of the index. The target sector is technology and the investment strategy is passive index tracking.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation and extensive track record in the ETF market.
Management Expertise
BlackRock has a highly experienced management team with deep expertise in index investing and ETF operations.
Investment Objective
Goal
To track the investment results of the Russell 1000 Technology RIC 22.5/45 Capped Index.
Investment Approach and Strategy
Strategy: This ETF tracks the Russell 1000 Technology RIC 22.5/45 Capped Index.
Composition The ETF primarily holds stocks of U.S. technology companies.
Market Position
Market Share: IYW holds a significant market share among technology ETFs, but competition is strong.
Total Net Assets (AUM): 13030000000
Competitors
Key Competitors
- XLK
- VGT
- QQQ
Competitive Landscape
The technology ETF industry is highly competitive. IYW offers targeted exposure to the U.S. technology sector, with holdings capped to prevent over-concentration. Competitors like XLK may have lower expense ratios. QQQ has significant holdings outside of the technology sector and may be less volatile. VGT holds companies of all market caps compared to IYW.
Financial Performance
Historical Performance: Historical performance can be found in financial data providers, such as Yahoo Finance or Google Finance, but the specific performance data cannot be provided without real-time data access.
Benchmark Comparison: IYW's performance should closely track the Russell 1000 Technology RIC 22.5/45 Capped Index. Any deviations are due to tracking error and expenses.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
IYW generally exhibits strong liquidity with high average daily trading volume.
Bid-Ask Spread
The bid-ask spread for IYW is typically tight, indicating good liquidity and lower trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and technological innovation all influence the performance of technology stocks and, consequently, IYW.
Growth Trajectory
IYW's growth depends on the performance of the U.S. technology sector. Its holding and investment strategy remains relatively static, tracking the index.
Moat and Competitive Advantages
Competitive Edge
IYW benefits from BlackRock's established reputation and brand recognition in the ETF market. Its advantages are its targeted exposure to the U.S. technology sector and its adherence to a well-defined index. The capping methodology can help to limit concentration risk. While the expense ratio is not the lowest, the deep liquidity can often offset these costs. Its comprehensive coverage of the technology sector within the Russell 1000 provides a broad market representation.
Risk Analysis
Volatility
IYW is expected to exhibit high volatility due to the nature of technology stocks, which can be more sensitive to market fluctuations.
Market Risk
IYW is subject to market risk, particularly the risk associated with the technology sector, including rapid technological change, competition, and regulatory changes.
Investor Profile
Ideal Investor Profile
IYW is suitable for investors seeking targeted exposure to the U.S. technology sector and who are willing to accept a higher level of risk.
Market Risk
IYW is suitable for long-term investors and active traders looking to gain specific exposure to the technology sector.
Summary
The iShares U.S. Technology ETF (IYW) provides targeted exposure to U.S. technology companies by tracking the Russell 1000 Technology RIC 22.5/45 Capped Index. It is managed by BlackRock, a reputable asset manager, and offers high liquidity. However, IYW is subject to the volatility associated with the technology sector and faces competition from other technology ETFs. Investors should consider their risk tolerance and investment objectives before investing. The ETF is most suitable for long-term investors seeking to gain exposure to the U.S. technology sector.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Official Website
- Yahoo Finance
- Google Finance
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Past performance is not indicative of future results. Market conditions may change over time.
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 U.S. Technology 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 underlying index. The underlying index measures the performance of the technology sector of the U.S. equity market, as defined by FTSE Russell. The fund is non-diversified.
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