IWY ETF Analysis: Russell Top 200 Growth | NYSE

Large Growth | NYSE, USA | Market Cap: 15.914m USD | 12M Return: 8.6% | Charts, Fundamentals & Technical Analysis

Common Stock, Equity Futures, Options, Cash Equivalents
Total Rating 42
Safety 37
Buy Signal -0.58
Large Growth
Category Rotation: -11.4
TER: 0.20%
AUM: 15.9B
Avg Turnover: 103M
Risk 3d forecast
Volatility23.6%
VaR 5th Pctl4.46%
VaR vs Median5.04%
Reward TTM
Sharpe Ratio0.32
Rel. Str. IBD32.5
Rel. Str. Peer Group18.9
Character TTM
Beta1.277
Beta Downside1.271
Hurst Exponent0.478
Drawdowns 3y
Max DD23.22%
CAGR/Max DD0.84
CAGR/Mean DD5.23

Warnings

Below Sma 200d

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan -0.4% 16
Feb -4.8% 17
Mar -1.8% 25
Apr +1.2% 12
May +2.8% 33
Jun +1.8% 16
Jul +1.3% 22
Aug -0.4% 12
Sep -1.0% 40
Oct +0.6% 8
Nov +1.3% 21
Dec -0.5% 33

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: IWY Russell Top 200 Growth

The iShares Russell Top 200 Growth ETF (IWY) is a passively managed exchange-traded fund that seeks to track the performance of the Russell Top 200 Growth Index. Under its policy, the fund invests at least 80% of its assets in the component securities of its underlying index, with up to 20% allowed for derivatives such as futures, options, and swap contracts, as well as cash and cash equivalents. The fund is classified as non-diversified, meaning it may concentrate its holdings in fewer issuers than a diversified fund.

IWY operates within the Large Cap Growth segment of the U.S. ETF market, focusing on large-capitalization U.S. companies that exhibit growth characteristics, typically those with higher price-to-earnings ratios and above-average earnings growth expectations relative to the broader market. The Russell Top 200 Growth Index specifically screens the largest 200 U.S. equities for growth-oriented factors, providing exposure to industry-leading firms in sectors such as technology, consumer discretionary, and communication services. As an index-tracking ETF, IWY employs a passive business model, generating revenue primarily through its expense ratio charged on assets under management.

Headlines to Watch Out For
  • Mega-cap tech earnings beat lifts top holdings
  • Federal Reserve rate cuts support growth valuations
  • AI capex spending accelerates among top index constituents
What is the price of IWY shares?

As of July 26, 2026, the stock is trading at USD 274.90 with a total of 263,667 shares traded. Over the past week, the price has changed by -1.63%, over one month by -1.73%, over three months by -1.83% and over the past year by +8.61%.

Current recommended Stop Loss: 263.30 (which is 4.2% or 2.2 ATR below the current price).

Is IWY a buy, sell or hold?

Russell Top 200 Growth has no consensus analysts rating.