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- Upturn Summary
- Fund Details
Upturn AI Summary
iShares U.S. Technology ETF(IYW)
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 IYW
10/23/2026: IYW (3-star) is a SELL. SELL for 1 day. Simulated Profits (-2.58%). Updated daily EoD!
IYW provides targeted exposure to U.S. technology companies, capturing growth in software, hardware, and semiconductors. The fund is managed by iShares, ensuring high liquidity and robust tracking of its benchmark index. It is best suited for growth-oriented investors looking to benefit from the digital economy, though it carries inherent risks including high volatility and sector concentration. Investors should monitor market-wide tech valuations, interest rate cycles, and regulatory trends that may impact the sector's 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 technology sector is the primary engine for long-term equity growth in the modern economy. |
| Momentum investor | Strong fit while signal remains positive | Tech stocks frequently exhibit strong price momentum, making this fund suitable when market trends are favorable. |
| Value investor | Weak fit | Technology stocks often carry high price-to-earnings multiples that do not align with traditional value-based investment criteria. |
| Dividend/Income investor | Weak fit | Most technology companies prioritize reinvestment over dividend payouts, resulting in a low yield for the fund. |
| Low-risk investor | Weak fit | The sector's inherent volatility and concentration risk are generally incompatible with a conservative investment approach. |
Investor Profile
Ideal Investor Profile
The ideal investor is an individual seeking long-term capital appreciation and has a high tolerance for sector-specific volatility.
Suitability
Primarily suitable for long-term investors looking for a core growth satellite in their portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Technology stocks are prone to sharp price swings based on earnings reports and interest rate expectations. |
| Market risk | High | The fund is fully exposed to systematic risks affecting the entire technology sector. |
| Concentration | Medium / high | While capped, the fund is still heavily influenced by a few mega-cap technology companies. |
| Tracking/expense | Low | The fund tracks its index efficiently with a moderate expense ratio relative to other sector funds. |
| Liquidity | Low | High trading volume ensures that liquidity risk is minimal for retail participants. |
| Business/sector quality | Medium | The quality of underlying holdings is high, but the sector is subject to rapid technological obsolescence. |
Risk Analysis
Volatility
High historical volatility consistent with growth-oriented technology investments.
Market Risk
Subject to sector-wide risks including interest rate sensitivity and cyclical demand.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Single stock | Microsoft Corp (MSFT) | 16.5 | Microsoft is a dominant holding that provides significant exposure to enterprise software and cloud computing growth. |
| Single stock | NVIDIA Corp (NVDA) | 15.2 | NVIDIA serves as a key play on the artificial intelligence hardware and semiconductor manufacturing theme. |
| Single stock | Apple Inc (AAPL) | 14.8 | Apple offers exposure to consumer electronics and a massive, loyal service-based ecosystem. |
| Single stock | Other Technology Equities | 53.5 | The remaining portion of the fund is diversified across a variety of other software, hardware, and semiconductor firms. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 66.22% | Avg. Invested days 66 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/23/2026 |
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