(IWY) iShares Russell Top 200 - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US4642894384 • Large Growth
IWY: Growth, Stocks, Futures, Options, Swaps, Cash
The iShares Russell Top 200 Growth ETF (IWY) is designed to track the performance of the Russell Top 200 Growth Index, which focuses on large-cap U.S. companies with strong growth potential. The fund typically allocates at least 80% of its assets to securities within its index or investments that closely mirror those securities. This structure ensures alignment with the indexs growth-oriented strategy.
As part of its investment strategy, IWY may utilize derivatives such as futures, options, and swap contracts to manage risk or enhance returns. Additionally, the fund can hold up to 20% of its assets in cash and cash equivalents, providing flexibility in varying market conditions. It’s important to note that IWY is classified as a non-diversified fund, meaning it can concentrate its holdings in a smaller number of securities, which may increase volatility but also allows for more targeted exposure to high-growth companies.
With a market capitalization of approximately $14.19 billion, IWY is one of the larger ETFs in the large-cap growth category. The fund is domiciled in the United States and trades on the NYSE ARCA exchange. Investors seeking exposure to the largest and most established growth companies in the U.S. market may find IWY a relevant option. For more details, visit the iShares website at http://www.ishares.com.
Additional Sources for IWY ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
IWY ETF Overview
Market Cap in USD | 12,009m |
Category | Large Growth |
TER | 0.20% |
IPO / Inception | 2009-09-22 |
IWY ETF Ratings
Growth 5y | 86.7% |
Fundamental | - |
Dividend | 41.4% |
Rel. Strength Industry | 2.02 |
Analysts | - |
Fair Price Momentum | 205.74 USD |
Fair Price DCF | - |
IWY Dividends
Dividend Yield 12m | 0.47% |
Yield on Cost 5y | 1.34% |
Annual Growth 5y | 1.01% |
Payout Consistency | 97.4% |
IWY Growth Ratios
Growth Correlation 3m | -50.9% |
Growth Correlation 12m | 87.7% |
Growth Correlation 5y | 80% |
CAGR 5y | 23.07% |
CAGR/Max DD 5y | 0.71 |
Sharpe Ratio 12m | 1.41 |
Alpha | -0.30 |
Beta | 1.31 |
Volatility | 31.92% |
Current Volume | 368.3k |
Average Volume 20d | 397.7k |
As of March 14, 2025, the stock is trading at USD 210.19 with a total of 368,258 shares traded.
Over the past week, the price has changed by -4.71%, over one month by -13.07%, over three months by -12.87% and over the past year by +9.17%.
Yes. Based on ValueRay Analyses, iShares Russell Top 200 (NYSE ARCA:IWY) is currently (March 2025) a good stock to buy. It has a ValueRay Growth Rating of 86.68 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of IWY as of March 2025 is 205.74. This means that IWY is currently overvalued and has a potential downside of -2.12%.
iShares Russell Top 200 has no consensus analysts rating.
According to ValueRays Forecast Model, IWY iShares Russell Top 200 will be worth about 231.8 in March 2026. The stock is currently trading at 210.19. This means that the stock has a potential upside of +10.29%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 231.8 | 10.3% |