Analysis of iShares Russell 1000 Growth ETF Performance

ETF Performance: The iShares Russell 1000 Growth ETF (IWF) offers significant exposure to large-cap growth stocks in the U.S. market. The report highlights its asset size and sector allocations, revealing potential impacts on stock prices.

Date: 20-03-2025

AI Rating: 6

Performance Overview: The iShares Russell 1000 Growth ETF (IWF) has recorded a performance loss of approximately -9.39% this year but achieved a positive growth rate of approximately 9.83% over the past year. This variance indicates a fluctuating market sentiment, which could affect investor confidence and stock prices. The ETF has traded between $316.15 and $418.94 in the past 52 weeks, demonstrating potential volatility that might deter conservative investors.

Cost Efficiency: With an annual operating expense ratio of 0.19%, IWF is positioned as one of the cheaper options in the market. This low-cost nature may attract more investors seeking to maximize their returns, which could lead to an increase in the stock price of the ETF.

Top Holdings: Major stakes in significant companies like Apple Inc (AAPL), Microsoft Corp (MSFT), and Nvidia Corp (NVDA), which account for about 12.04%, 11.49%, and 7.11% respectively of total assets, imply that individual company performances will directly influence the ETF's overall performance. Positive earnings or announcements from these companies could positively impact the ETF's price.

Sector Exposure: The ETF's heavy allocation to the Information Technology sector, which comprises about 47.60%, suggests a focused investment strategy. As technology stocks have shown robust performance historically, this could bode well for future performance, potentially driving up stock prices for both the ETF and its holdings.

Risk Assessment: The current beta of 1.10 indicates that IWF is slightly more volatile than the market. This, along with the standard deviation of 21.33% for the trailing three years, positions it as a medium-risk investment, which could appeal to growth-focused investors despite inherent risks.

Stocks: AAPL MSFT NVDA IWF