(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
Under normal circumstances, the fund invests at least 80% of its net assets in large capitalization companies, which are companies having a market capitalization in excess of' $4 billion at the time of purchase. Typically, the Subadvisor invests substantially all of the fund's investable assets in domestic securities. However, the fund is permitted to invest up to 20% of its net assets in depositary receipts issued by a trust (including ADRs) of foreign securities and in common stocks listed on a foreign exchange that trade on such exchange contemporaneously with the Shares. It is non-diversified.
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
IWFG ETF Overview
Market Cap in USD | 12m |
Category | Large Growth |
TER | 0.65% |
IPO / Inception | 2022-06-23 |
IWFG ETF Ratings
Growth Rating | 65.4 |
Fundamental | - |
Dividend Rating | 68.8 |
Rel. Strength | 4.18 |
Analysts | - |
Fair Price Momentum | 62.84 USD |
Fair Price DCF | - |
IWFG Dividends
Dividend Yield 12m | 5.23% |
Yield on Cost 5y | 10.75% |
Annual Growth 5y | 480.73% |
Payout Consistency | 50.0% |
Payout Ratio | % |
IWFG Growth Ratios
Growth Correlation 3m | 97.4% |
Growth Correlation 12m | 54.7% |
Growth Correlation 5y | 96.7% |
CAGR 5y | 29.82% |
CAGR/Max DD 5y | 1.36 |
Sharpe Ratio 12m | 1.76 |
Alpha | 1.64 |
Beta | 1.209 |
Volatility | 15.59% |
Current Volume | 0.1k |
Average Volume 20d | 0.1k |
What is the price of IWFG shares?
As of July 04, 2025, the stock is trading at USD 52.19 with a total of 91 shares traded.
Over the past week, the price has changed by +1.88%, over one month by +6.97%, over three months by +26.93% and over the past year by +18.67%.
As of July 04, 2025, the stock is trading at USD 52.19 with a total of 91 shares traded.
Over the past week, the price has changed by +1.88%, over one month by +6.97%, over three months by +26.93% and over the past year by +18.67%.
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 (July 2025) a good stock to buy. It has a ValueRay Growth Rating of 65.43 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 62.84 USD . This means that IWFG is currently undervalued and has a potential upside of +20.41% (Margin of Safety).
Yes. Based on ValueRay's Analyses, IQ Winslow Focused Large (NYSE ARCA:IWFG) is currently (July 2025) a good stock to buy. It has a ValueRay Growth Rating of 65.43 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 62.84 USD . This means that IWFG is currently undervalued and has a potential upside of +20.41% (Margin of Safety).
Is IWFG a buy, sell or hold?
IQ Winslow Focused Large has no consensus analysts rating.
IQ Winslow Focused Large has no consensus analysts rating.
What are the forecasts for IWFG share price target?
According to our own proprietary Forecast Model, IWFG IQ Winslow Focused Large will be worth about 75.3 in July 2026. The stock is currently trading at 52.19. This means that the stock has a potential upside of +44.28%.
According to our own proprietary Forecast Model, IWFG IQ Winslow Focused Large will be worth about 75.3 in July 2026. The stock is currently trading at 52.19. This means that the stock has a potential upside of +44.28%.
Issuer | Target | Up/Down from current |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 75.3 | 44.3% |