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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
09/25/2026: IYW (3-star) is a STRONG-BUY. BUY for 31 days. Simulated Profits (3.73%). Updated daily EoD!
IYW offers retail investors a straightforward, liquid vehicle for capturing the performance of the U.S. technology sector. Its primary strength lies in its issuer quality and broad exposure to major domestic tech hardware and software firms. It is best utilized as a core growth component within a diversified portfolio, though investors must be prepared for the sector's characteristic high volatility and concentration risk. The fund is ideal for long-term investors bullish on technology, and stakeholders should monitor interest rate trends and regulatory developments affecting the tech industry.
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 portfolio is heavily tilted toward high-growth companies that prioritize innovation and market share expansion. |
| Momentum investor | Strong fit while signal remains positive | The ETF captures high-beta tech stocks that frequently lead market momentum during bull cycles. |
| Value investor | Weak fit | The fund focuses on growth-oriented tech stocks which often carry premium price-to-earnings valuations. |
| Dividend/Income investor | Weak fit | The fund prioritizes capital appreciation over dividends, resulting in a low overall yield. |
| Low-risk investor | Weak fit | The tech sector's inherent volatility makes this fund unsuitable for conservative, risk-averse investors. |
Investor Profile
Ideal Investor Profile
The ideal investor is one with a long-term time horizon looking for core growth exposure in the U.S. technology sector.
Suitability
The fund is best suited for long-term growth-oriented investors rather than active traders or those seeking dividend income.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Technology stocks are prone to rapid price swings based on earnings reports and interest rate sentiment. |
| Market risk | High | The ETF is directly exposed to systemic market declines that disproportionately impact the tech sector. |
| Concentration | High | Heavy weightings in a few mega-cap technology firms can lead to significant impacts from single-stock volatility. |
| Tracking/expense | Low | The fund has a track record of closely following its benchmark with minimal tracking error. |
| Liquidity | Low | The fund is highly liquid, allowing for efficient trading even during periods of moderate market stress. |
| Business/sector quality | Medium | While the sector is generally high-quality, it remains susceptible to rapid technological obsolescence and regulatory scrutiny. |
Risk Analysis
Volatility
IYW generally experiences higher volatility than the broader S&P 500, reflective of the tech sector's inherent beta.
Market Risk
The fund is heavily susceptible to sector-specific market shifts, including changes in tech spending and interest rate impacts on growth valuations.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | U.S. Information Technology Equities | 98.5 | This exposure captures the growth potential of major U.S. tech hardware, software, and semiconductor companies. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | Small residual cash positions are maintained for daily liquidity and operational requirements. |
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 76.99% | Avg. Invested days 64 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/25/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 25, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $26.43B |
| Issuer | iShares |
| Expense Ratio | 0.4% |
| Distribution Yield | 0.1% |
| Inception | May 15, 2000 |
Performance
| Period | Total Return |
|---|---|
| YTD | +32.55% |
| 1 Year | +36.30% |
| 3 Year | +36.55% |
| 5 Year | +20.82% |
| 10 Year | +25.15% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 29% |
| 3Y Volatility | 22.41% |
| 3Y Sharpe Ratio | 1.13 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Sustainability Rating | 4 / 5 |
| Benchmark | MSCI ACWI NR USD |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 62.99% |
| Large Cap | 27.19% |
| Mid Cap | 7.65% |
| Small Cap | 2.05% |
| Micro Cap | 0.05% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 83.82% |
| Communication Services | 15.07% |
| Industrials | 0.54% |
| Consumer Cyclicals | 0.39% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 22.35x |
| Portfolio P/B | 7.7x |
| Portfolio P/S | 6.84x |
| Holdings Turnover | 10.0% |
Top Holdings
| Holding | Weight |
|---|---|
| NVIDIA | 16.98% |
| Apple | 15.63% |
| Microsoft | 11.78% |
| Meta Platforms | 3.46% |
| Advanced Micro Devices | 3.26% |
Upturn AI Summary
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.
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