(IWFG) IQ Winslow Focused Large - Ratings and Ratios
Exchange: NYSE ARCA •
Country: USA •
Currency: USD •
Type: Etf •
ISIN: US45409F7511
Large, American, Companies, Stocks, Capital
Description: IWFG IQ Winslow Focused Large
from quarterly Tax Provision
IWFG ETF Overview
| Market Cap in USD | 18m |
| Category | Large Growth |
| TER | 0.65% |
| IPO / Inception | 2022-06-23 |
IWFG ETF Ratings
| Growth Rating | 85.8% |
| Fundamental | - |
| Dividend Rating | 68.5% |
| Return 12m vs S&P 500 | 5.56% |
| Analyst Rating | - |
IWFG Dividends
| Dividend Yield 12m | 5.13% |
| Yield on Cost 5y | 10.75% |
| Annual Growth 5y | 480.73% |
| Payout Consistency | 50.0% |
| Payout Ratio | % |
IWFG Growth Ratios
| Growth Correlation 3m | 79.6% |
| Growth Correlation 12m | 64.7% |
| Growth Correlation 5y | 97.1% |
| CAGR 5y | 28.41% |
| CAGR/Max DD 5y | 1.29 |
| Sharpe Ratio 12m | 1.81 |
| Alpha | 3.69 |
| Beta | 1.209 |
| Volatility | 15.93% |
| Current Volume | 0.8k |
| Average Volume 20d | 0.4k |
| Stop Loss | 50.7 (-3.1%) |
| Signal | -0.35 |
What is the price of IWFG shares?
As of August 30, 2025, the stock is trading at USD 52.32 with a total of 800 shares traded.
Over the past week, the price has changed by +0.06%, over one month by -0.65%, over three months by +9.06% and over the past year by +23.47%.
Over the past week, the price has changed by +0.06%, over one month by -0.65%, over three months by +9.06% and over the past year by +23.47%.
Is IQ Winslow Focused Large a good stock to buy?
Yes. Based on ValueRay's Analyses, IQ Winslow Focused Large (NYSE ARCA:IWFG) is currently (August 2025)
a good stock to buy. It has a ValueRay Growth Rating of 85.84 and therefor a clear technical positive rating according to historical growth.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of IWFG is around 67.00 USD . This means that IWFG is currently undervalued and has a potential upside of +28.06% (Margin of Safety).
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of IWFG is around 67.00 USD . This means that IWFG is currently undervalued and has a potential upside of +28.06% (Margin of Safety).
Is IWFG a buy, sell or hold?
IQ Winslow Focused Large has no consensus analysts rating.
What are the forecasts/targets for the IWFG price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 76 | 45.3% |
Last update: 2025-08-30 04:46
IWFG Fundamental Data Overview
Market Cap USD = 17.5m (17.5m USD * 1.0 USD.USD)
CCE Cash And Equivalents = unknown
Revenue TTM is 0, using Net Income TTM 0.0 + Cost of Revenue 0.0 = 0.0 USD
Beta = 1.15
Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 17.5m USD (17.5m + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = none (FCF TTM 0.0 / Enterprise Value 17.5m)
FCF Margin = unknown (Revenue TTM is 0)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 17.5m / Book Value Of Equity 0.0)
Interest Expense / Debt = 0.0% (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default)
NOPAT = 0.0 (EBIT 0.0, no tax applied on loss)
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown Debt (none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = none (Debt none / FCF TTM 0.0)
Total Stockholder Equity = unknown
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity none)
RoCE = unknown (Ebit 0.0 / (Equity none + L.T.Debt none))
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, Ebit 0.0)
WACC = unknown (E(17.5m)/V(0.0) * Re(10.47%)) + (D(none)/V(0.0) * Rd(0.0%) * (1-Tc(0.21)))
Discount Rate = 10.47% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)
CCE Cash And Equivalents = unknown
Revenue TTM is 0, using Net Income TTM 0.0 + Cost of Revenue 0.0 = 0.0 USD
Beta = 1.15
Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 17.5m USD (17.5m + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = none (FCF TTM 0.0 / Enterprise Value 17.5m)
FCF Margin = unknown (Revenue TTM is 0)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 17.5m / Book Value Of Equity 0.0)
Interest Expense / Debt = 0.0% (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default)
NOPAT = 0.0 (EBIT 0.0, no tax applied on loss)
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown Debt (none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = none (Debt none / FCF TTM 0.0)
Total Stockholder Equity = unknown
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity none)
RoCE = unknown (Ebit 0.0 / (Equity none + L.T.Debt none))
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, Ebit 0.0)
WACC = unknown (E(17.5m)/V(0.0) * Re(10.47%)) + (D(none)/V(0.0) * Rd(0.0%) * (1-Tc(0.21)))
Discount Rate = 10.47% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)
Additional Sources for IWFG ETF
News:
Wall Street Journal |
Benzinga |
Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle