(IWLG) IQ Winslow Large Cap Growth - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US45409F7693 • Large Growth
IWLG: Large, Cap, Stocks, Domestic, Securities, Equities
The IQ Winslow Large Cap Growth ETF (NYSE ARCA:IWLG) is designed to provide exposure to large-capitalization companies with strong growth potential. Under normal market conditions, the fund allocates at least 80% of its net assets to equities of companies with market capitalizations exceeding $4 billion at the time of purchase. This focus on large-cap growth stocks positions the ETF to capture growth opportunities in established, market-leading firms.
While the fund primarily invests in domestic securities, it retains flexibility to diversify globally by allocating up to 20% of its net assets to depositary receipts, such as ADRs, and foreign-listed stocks that trade contemporaneously with its shares. This allows the ETF to tap into growth prospects beyond U.S. borders while maintaining a core domestic focus.
The ETF is classified as non-diversified, meaning it can concentrate its holdings in a smaller number of securities. This approach allows the fund to take larger positions in its highest-conviction ideas but may also increase volatility. With an AUM of $103.75M, the fund operates at a moderate scale, balancing accessibility with targeted exposure to large-cap growth stocks.
Based on the provided data, the ETFs technical indicators suggest a near-term downtrend. The last price of 45.72 is below both the 20-day SMA (48.34) and 50-day SMA (48.26), indicating recent weakness. However, the 200-day SMA (45.31) is slightly below the current price, suggesting potential support at these levels. The ATR of 0.61 reflects relatively low volatility, which may indicate stability in the near term.
Fundamentally, the ETFs AUM of $103.75M indicates moderate scale and investor interest. This size allows for efficient trading while avoiding excessive liquidity constraints. The funds focus on large-cap growth stocks positions it to benefit from the continued dominance of established companies in their respective industries.
Looking ahead, the ETFs price action over the next three months will likely be influenced by its ability to reclaim and sustain levels above the 20-day and 50-day SMAs. If the funds price fails to break above resistance at the 48.34 level, it may face continued selling pressure. Conversely, a breakout above this level could signal a reversal of the current downtrend and set the stage for a recovery toward the 50-day SMA. The relatively low ATR suggests that price movements, whether upward or downward, are likely to be gradual rather than abrupt.
Additional Sources for IWLG ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
IWLG ETF Overview
Market Cap in USD | 99m |
Category | Large Growth |
TER | 0.60% |
IPO / Inception | 2022-06-23 |
IWLG ETF Ratings
Growth 5y | 69.2% |
Fundamental | - |
Dividend | 39.6% |
Rel. Strength Industry | -0.85 |
Analysts | - |
Fair Price Momentum | 42.30 USD |
Fair Price DCF | - |
IWLG Dividends
Dividend Yield 12m | 1.43% |
Yield on Cost 5y | 2.51% |
Annual Growth 5y | 274.64% |
Payout Consistency | 57.9% |
IWLG Growth Ratios
Growth Correlation 3m | -36.2% |
Growth Correlation 12m | 86.3% |
Growth Correlation 5y | 96.8% |
CAGR 5y | 23.06% |
CAGR/Max DD 5y | 1.19 |
Sharpe Ratio 12m | 1.99 |
Alpha | -3.76 |
Beta | 1.31 |
Volatility | 31.37% |
Current Volume | 262.3k |
Average Volume 20d | 1.2k |
As of March 15, 2025, the stock is trading at USD 44.16 with a total of 262,270 shares traded.
Over the past week, the price has changed by -1.62%, over one month by -10.81%, over three months by -10.66% and over the past year by +8.95%.
Yes. Based on ValueRay Analyses, IQ Winslow Large Cap Growth (NYSE ARCA:IWLG) is currently (March 2025) a good stock to buy. It has a ValueRay Growth Rating of 69.17 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of IWLG as of March 2025 is 42.30. This means that IWLG is currently overvalued and has a potential downside of -4.21%.
IQ Winslow Large Cap Growth has no consensus analysts rating.
According to ValueRays Forecast Model, IWLG IQ Winslow Large Cap Growth will be worth about 49 in March 2026. The stock is currently trading at 44.16. This means that the stock has a potential upside of +11.03%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 49 | 11% |