(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

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%.
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).
Is IWFG a buy, sell or hold?
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%.
Issuer Target Up/Down from current
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 75.3 44.3%