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IWY
+11.20 · +4.28%
$273.01 · NYSE ARCA

iShares Russell Top 200 Growth ETF (IWY) ETF Analysis | Large Growth

iShares · United States
AUM:$15.8B
#– of – in Large Growth ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 16.0% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.20% — competitive for the exposure provided.

What is IWY?

The fund generally will invest at least 80% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents,.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
IWY delivered 16.0% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.20% — reasonable for the index exposure provided.
Concentrated Holdings
Top 10 holdings account for 63.2% of the ETF — significant weight in a small number of names.
ETF Information
AUM$15.8B
Expense Ratio0.20%
Dividend Yield0.37%
Holdings109
Inception DateSept 2009
DomicileUnited States
DistributionNA
Index–
ProvideriShares
Beta1.12
CategoryLarge Growth
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+9.6%
1Y
+10.2%
3Y
+79.8%
5Y
+83.7%
OpenBook InsightIf you had invested £10,000 in IWY 5 years ago, it would have grown to £18,365 — a gain of £8,365.

Annual Returns

Calendar year performance

IWY delivered positive returns in 4 of the last 5 calendar years.
YearIWY
2026 YTD+4.2%
2025+18.7%
2024+36.9%
2023+47.7%
2022-30.6%
CAGR 4yr+13.6%
4/5 positive yearsAvg return: +15.4%Worst year: -30.6% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
20.7%
Moderate
Momentum
+2.8%
30-day change
Support Level
282.13
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Monitor key support and resistance levels as part of broader risk assessment.
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