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IWFG NYLI Winslow Focused Large Cap Growth ETF

Category: Large Cap Growth Equities

Inception: 2022-06-23 Issuer: New York Life
Net Assets
$10.7M
Expense Ratio
0.65 %
# of Holdings
30
Average Daily Volume
2313

Fund Overview

The iShares Russell 1000 Growth ETF (IWFG) is designed to track the investment results of the Russell 1000 Growth Index, which measures the performance of large- and mid-capitalization growth sectors of the U.S. equity market. The fund provides exposure to companies that exhibit growth characteristics, such as higher price-to-book ratios and higher forecasted growth values. IWFG is a popular choice for investors seeking long-term capital appreciation through growth-oriented stocks. The ETF is diversified across sectors, including technology, healthcare, and consumer discretionary, which are typically prominent in growth indices.
Asset Class
Equity
Industry
N/A
Annual Dividend Rate
Smart Beta
No
Leveraged / Inverse
N/A / No
Dividend Quality - Yield
 - N/A
Currency Hedged
No
Portfolio Turnover
65 %
Dividend Date

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Market Cycle and Economic cycle chart

Why Invest in the IWFG ETF?

Potential Benefits

  • Exposure to high-growth potential companies in the U.S. large- and mid-cap segments.
  • Diversification across multiple sectors, reducing single-stock risk.
  • Lower expense ratio compared to actively managed growth funds.
  • Liquidity and transparency due to its structure as an ETF.
  • Historically strong performance in bull markets due to growth stock outperformance.

Potential Risks

  • Higher volatility compared to value or blended funds, especially during market downturns.
  • Sensitivity to interest rate changes, as growth stocks often rely on future earnings.
  • Concentration risk in top holdings, particularly in the technology sector.
  • Underperformance in value-driven or defensive market environments.

Performance

1 Week 1 Month 1 Year 3 Years 5 Years YTD 2024 2023 Since Inception
+0.15% +6.09% +21.37% +110.29% +119.70% +11.29% +38.71% +38.76% +2136.68%

Performance


Histogram
MACD
Signal
Base Line
RSI (14)
Overbought (70)
Oversold (30)

Monthly Returns (%)

Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2025 +2.1% -4.4% -7.1% +2.3% +9.7% +7.4% +1.0% - - - - -
2024 +7.0% +4.7% +3.9% -2.7% +3.8% +8.3% -5.7% +3.4% +3.3% +2.9% +2.8% +1.9%
2023 +4.8% +0.4% +3.0% +2.0% +5.9% +3.6% +3.6% -1.2% -4.2% -1.1% +11.7% +5.1%
2022 0.0% 0.0% 0.0% 0.0% 0.0% +0.4% +7.9% -4.0% -8.5% +8.2% +4.6% -3.2%
2021 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%
2020 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%
2019 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%
2018 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%
2017 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%
2016 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%
< -5% -5% to -2% -2% to 0% 0% 0% to +2% +2% to +5% > +5%

Top Holdings (by weight)

Symbol Company Name Weight
MSFT MICROSOFT CORP 10.1 %
AMZN AMAZON.COM INC 8.2 %
NVDA NVIDIA CORP 7.5 %
GOOG ALPHABET INC CLASS C 7.3 %
META META PLATFORMS INC CLASS A 6.0 %
AAPL APPLE INC 4.9 %
AVGO BROADCOM INC 4.7 %
LLY ELI LILLY AND CO 4.4 %
MA MASTERCARD INC CLASS A 3.5 %
NFLX NETFLIX INC 3.4 %
Top 10 holdings shown, out of 30 total holdings.

Related ETFs: IWFG vs Peers

ETF Full Name Expense Ratio Net Assets Holdings Asset Class
IVW iShares S&P 500 Growth ETF 0.18 % $51.5B 212 Equity
IWF iShares Russell 1000 Growth ETF 0.19 % $96.2B 395 Equity
IWO iShares Russell 2000 Growth ETF 0.24 % $10.8B 1 Equity
IWP iShares Russell Mid-Cap Growth ETF 0.23 % $16.6B 288 Equity
MGK Vanguard Mega Cap Growth ETF 0.07 % $22.6B 70 Equity
QQQ Invesco QQQ Trust Series I 0.20 % $297.5B 102 Equity
SCHG Schwab U.S. Large-Cap Growth ETF 0.04 % $34.8B 227 Equity
SPYG SPDR Portfolio S&P 500 Growth ETF 0.04 % $30.5B 212 Equity
VOT Vanguard Mid-Cap Growth ETF 0.07 % $27.2B 141 Equity
VUG Vanguard Growth ETF 0.04 % $260.8B 180 Equity
Comparison highlights key differences on cost, coverage, and focus within sector ETFs.

Investment Strategy

IWFG tracks the Russell 1000 Growth Index, a market-cap-weighted index comprising U.S. large- and mid-cap growth stocks. The index selects companies based on growth characteristics such as higher price-to-book ratios and earnings growth forecasts. The fund primarily holds common stocks and is passively managed, aiming to replicate the index's performance with minimal tracking error. Rebalancing occurs periodically to align with the index's reconstitution, typically annually, ensuring the portfolio reflects current growth stock dynamics.

Frequently Asked Questions

What index does IWFG track?

IWFG tracks the Russell 1000 Growth Index, which includes large- and mid-cap U.S. growth stocks selected based on growth characteristics like price-to-book ratios and earnings growth forecasts.

How does IWFG differ from IWF?

IWFG tracks the Russell 1000 Growth Index, while IWF tracks the broader Russell 1000 Index, which includes both growth and value stocks. IWFG is more concentrated in growth-oriented companies.

What sectors are prominent in IWFG?

IWFG has significant exposure to technology, healthcare, and consumer discretionary sectors, which are typical for growth-focused ETFs.

Is IWFG suitable for dividend investors?

No, IWFG is focused on capital appreciation through growth stocks, which generally pay lower or no dividends compared to value or income-focused ETFs.

Industry Overview

The iShares Russell 1000 Growth ETF (IWFG) is part of the growth investing segment, which focuses on companies expected to grow earnings at an above-average rate compared to the broader market. Growth stocks, particularly in technology, healthcare, and consumer discretionary sectors, often dominate this category. Investing in IWFG allows exposure to well-established U.S. companies with strong growth potential, making it suitable for investors with a higher risk tolerance and a long-term horizon. Growth ETFs like IWFG are often favored during periods of economic expansion and low-interest rates, as these conditions typically benefit high-growth companies.

Alternative Comparison

Compared to the Vanguard Growth ETF (VUG), IWFG offers a similar exposure to large-cap growth stocks but tracks a different index (Russell 1000 Growth vs. CRSP US Large Cap Growth). IWFG's expense ratio is competitive, though slightly higher than VUG's. Another peer, the Schwab U.S. Large-Cap Growth ETF (SCHG), focuses on the Dow Jones U.S. Large-Cap Growth Total Stock Market Index, which may result in slightly different sector weightings. Unlike some actively managed growth funds, IWFG provides pure passive exposure, making it a cost-effective choice for growth-oriented investors.

Issuer Overview

iShares, a division of BlackRock, is the largest ETF provider globally, known for its extensive range of index-tracking and thematic ETFs. With a reputation for low-cost, transparent, and liquid investment products, iShares ETFs like IWFG are widely used by both individual and institutional investors. BlackRock's robust infrastructure and expertise in passive investing contribute to the reliability and efficiency of its ETF offerings.

Conclusion

The iShares Russell 1000 Growth ETF (IWFG) is a compelling option for investors seeking diversified exposure to U.S. growth stocks. Its low-cost structure, broad sector diversification, and alignment with a well-established index make it a practical choice for long-term growth investing. However, investors should be mindful of the inherent volatility and sector concentration risks associated with growth-focused ETFs.

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