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Style Box ETF report for IWY
SeekingAlpha
Q2 2025 Commentary: The Innovation Imperative In A Time Of Transition
SeekingAlpha
While we canât control market gyrations and valuations, as active equity portfolio managers we can focus on our anchor of value: earnings.
SeekingAlpha
Discover why IWY's focus on large-cap tech, AI leaders, and growth stocks positions it for strong returns. Ideal for both short and long-term investors.
SeekingAlpha
Separating Signal From Noise: Strategies For Equity Growth Investors
SeekingAlpha
Equity markets rebounded in May, with the S&P 500 gaining 6.2%, up 1.1% year-to-date. Read more here.
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| FE | 0.26% | $23.02B | +3.21% | 4.32% |
| IMDX | 0.30% | $83.22M | -2.68% | 0.00% |
| MOH | 0.42% | $12.52B | -19.59% | 0.00% |
| VRCA | -0.43% | $79.72M | -89.21% | 0.00% |
| FTS | -0.90% | $23.49B | +19.31% | 3.72% |
| LMT | 0.91% | $108.48B | +0.59% | 2.80% |
| ALHC | -0.94% | $2.71B | +75.99% | 0.00% |
| AVA | 0.95% | $3.06B | +12.01% | 5.06% |
| BGS | 0.98% | $336.75M | -45.05% | 17.99% |
| BTI | -1.05% | $104.90B | +50.87% | 6.18% |
| MSIF | 1.15% | $777.96M | +37.67% | 7.52% |
| DFDV | 1.31% | $298.06M | +2,070.86% | 0.00% |
| HUSA | -1.35% | $18.72M | -18.25% | 0.00% |
| MDLZ | -1.38% | $88.29B | +4.52% | 2.77% |
| UTZ | -1.61% | $1.12B | -14.66% | 1.86% |
| XEL | 1.65% | $38.97B | +28.76% | 3.31% |
| CPB | -1.66% | $9.25B | -31.60% | 4.96% |
| STG | 1.78% | $31.09M | -22.74% | 0.00% |
| CNC | -1.85% | $16.22B | -50.41% | 0.00% |
| ZCMD | -1.97% | $30.81M | +2.52% | 0.00% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| NVDA | 83.00% | $3.90T | +21.78% | 0.02% |
| AMZN | 82.76% | $2.33T | +10.04% | 0.00% |
| MSFT | 81.11% | $3.69T | +8.07% | 0.65% |
| META | 80.35% | $1.81T | +35.98% | 0.28% |
| MKSI | 80.29% | $7.01B | -22.60% | 0.84% |
| ETN | 79.16% | $139.69B | +12.01% | 1.10% |
| LRCX | 77.69% | $127.69B | -10.27% | 2.99% |
| APH | 77.26% | $117.83B | +41.96% | 0.68% |
| BN | 77.01% | $103.50B | +46.08% | 0.54% |
| AMD | 76.99% | $223.46B | -22.18% | 0.00% |
| ANSS | 76.64% | $32.26B | +12.08% | 0.00% |
| ADI | 76.62% | $121.66B | +5.66% | 1.55% |
| QCOM | 76.57% | $175.08B | -23.02% | 2.15% |
| KLAC | 76.53% | $121.56B | +5.07% | 0.73% |
| BNT | 76.38% | $12.62B | +46.50% | 0.00% |
| ENTG | 76.36% | $13.17B | -37.94% | 0.46% |
| JHG | 76.25% | $6.34B | +16.95% | 3.87% |
| COHR | 76.21% | $14.05B | +20.36% | 0.00% |
| MPWR | 75.93% | $36.45B | -10.03% | 0.73% |
| SNPS | 75.90% | $85.57B | -9.28% | 0.00% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| SPMB | -<0.01% | $6.15B | 0.04% | |
| FMB | 0.02% | $1.89B | 0.65% | |
| SUB | -0.05% | $9.92B | 0.07% | |
| CTA | 0.07% | $1.06B | 0.76% | |
| GNMA | 0.09% | $374.44M | 0.1% | |
| IBMN | 0.10% | $445.03M | 0.18% | |
| BOND | 0.17% | $5.63B | 0.7% | |
| BSMR | 0.18% | $258.34M | 0.18% | |
| NYF | -0.21% | $890.40M | 0.25% | |
| USTB | 0.36% | $1.30B | 0.35% | |
| GOVZ | 0.37% | $270.26M | 0.1% | |
| TLT | 0.44% | $47.23B | 0.15% | |
| JMBS | 0.57% | $5.50B | 0.22% | |
| TIPX | 0.59% | $1.73B | 0.15% | |
| ISTB | -0.60% | $4.41B | 0.06% | |
| ITM | 0.65% | $1.87B | 0.18% | |
| VMBS | 0.72% | $14.36B | 0.03% | |
| BIV | -0.89% | $23.21B | 0.03% | |
| UBND | -0.97% | $1.02B | 0.4% | |
| UITB | -0.98% | $2.34B | 0.39% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| CBOE | -29.31% | $24.35B | +37.95% | 1.09% |
| ED | -27.75% | $35.78B | +11.77% | 3.38% |
| AWK | -24.91% | $27.50B | +7.88% | 2.23% |
| WTRG | -15.95% | $10.40B | -0.30% | 3.52% |
| DUK | -15.46% | $90.40B | +15.23% | 3.60% |
| CME | -14.90% | $99.33B | +45.14% | 1.75% |
| JNJ | -14.62% | $374.84B | +5.94% | 3.23% |
| AEP | -14.08% | $55.53B | +18.55% | 3.53% |
| EXC | -13.84% | $43.41B | +24.89% | 3.62% |
| MO | -13.62% | $100.29B | +27.49% | 6.88% |
| AMT | -13.43% | $103.32B | +12.63% | 3.03% |
| SO | -13.00% | $100.30B | +16.82% | 3.18% |
| KR | -12.90% | $46.11B | +34.48% | 1.84% |
| K | -12.66% | $27.53B | +40.77% | 2.87% |
| BCE | -12.20% | $22.04B | -24.19% | 10.28% |
| MKTX | -11.64% | $8.13B | +6.08% | 1.38% |
| MSEX | -10.20% | $982.21M | +2.01% | 2.46% |
| TU | -9.24% | $25.24B | +7.19% | 6.97% |
| DG | -8.84% | $24.80B | -12.33% | 2.62% |
| AWR | -8.71% | $2.93B | +4.40% | 2.45% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| TAIL | -83.49% | $95.09M | 0.59% | |
| VIXY | -77.71% | $185.99M | 0.85% | |
| BTAL | -68.73% | $312.42M | 1.43% | |
| IVOL | -42.30% | $342.02M | 1.02% | |
| SPTS | -34.67% | $5.77B | 0.03% | |
| FXY | -34.35% | $812.67M | 0.4% | |
| XONE | -31.96% | $627.68M | 0.03% | |
| FTSD | -30.57% | $233.04M | 0.25% | |
| UTWO | -29.77% | $376.38M | 0.15% | |
| SCHO | -29.32% | $11.00B | 0.03% | |
| VGSH | -28.37% | $22.64B | 0.03% | |
| IBTI | -24.78% | $1.06B | 0.07% | |
| IBTG | -24.69% | $1.92B | 0.07% | |
| XHLF | -23.45% | $1.73B | 0.03% | |
| IBTH | -23.23% | $1.61B | 0.07% | |
| IBTJ | -22.98% | $682.49M | 0.07% | |
| BILS | -21.86% | $3.80B | 0.1356% | |
| IEI | -20.95% | $15.58B | 0.15% | |
| IBTK | -20.06% | $446.70M | 0.07% | |
| SHYM | -19.00% | $355.63M | 0.35% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| IWF | 99.77% | $112.61B | 0.19% | |
| VONG | 99.74% | $29.58B | 0.07% | |
| MGK | 99.64% | $27.50B | 0.07% | |
| VUG | 99.63% | $177.18B | 0.04% | |
| SCHG | 99.58% | $44.73B | 0.04% | |
| SPYG | 99.48% | $38.18B | 0.04% | |
| IVW | 99.47% | $61.07B | 0.18% | |
| QGRW | 99.41% | $1.52B | 0.28% | |
| VOOG | 99.38% | $18.11B | 0.07% | |
| ILCG | 99.35% | $2.78B | 0.04% | |
| IUSG | 99.32% | $23.64B | 0.04% | |
| XLG | 99.31% | $9.54B | 0.2% | |
| TCHP | 99.14% | $1.41B | 0.57% | |
| TMFC | 99.10% | $1.50B | 0.5% | |
| QQQM | 99.08% | $54.10B | 0.15% | |
| QQQ | 99.07% | $354.18B | 0.2% | |
| JGRO | 99.01% | $6.44B | 0.44% | |
| ONEQ | 99.00% | $8.16B | 0.21% | |
| SPUS | 98.72% | $1.34B | 0.45% | |
| WINN | 98.45% | $930.28M | 0.57% |
Current Value
$247.611 Year Return
Current Value
$247.611 Year Return
IWY - iShares Russell Top 200 Growth ETF contains 110 holdings. The top holdings include NVDA, MSFT, AAPL, AMZN, META
Name | Weight |
|---|---|
 NVDANVIDIA Corp. | 12.34% |
 MSFTMicrosoft Corp. | 12.26% |
 AAPLApple, Inc. | 10.43% |
 AMZNAmazon.com, Inc. | 5.63% |
4.79% | |
 AVGOBroadcom Inc. | 4.62% |
 TSLATesla, Inc. | 3.21% |
2.65% | |
2.60% | |
 GOOGLAlphabet, Inc. | 2.41% |
 NFLXNetflix, Inc. | 2.34% |
1.97% | |
 GOOGAlphabet, Inc. | 1.97% |
1.89% | |
 ORCLOracle Corp. | 1.65% |
 ABBVAbbVie, Inc. | 1.42% |
1.30% | |
1.20% | |
1.12% | |
 INTUIntuit, Inc. | 0.92% |
0.92% | |
0.83% | |
0.82% | |
0.76% | |
 ADBEAdobe, Inc. | 0.69% |
0.62% | |
0.58% | |
0.57% | |
0.54% | |
0.54% | |
Sector | Weight |
|---|---|
Information Technology | 52.08% |
Consumer Discretionary | 12.72% |
Communication Services | 12.00% |
Health Care | 7.10% |
Financials | 6.96% |
Industrials | 4.94% |
Consumer Staples | 3.18% |
Real Estate | 0.47% |
Materials | 0.38% |
Energy | 0.02% |
