(IWLG) IQ Winslow Large Cap Growth - Ratings and Ratios
Large Cap, Stocks, Growth, Domestic, Securities
Description: IWLG IQ Winslow Large Cap Growth
The IQ Winslow Large Cap Growth ETF (IWLG) is an exchange-traded fund that focuses on investing in large-cap growth companies with a market capitalization exceeding $4 billion at the time of purchase, typically allocating a substantial portion of its assets to domestic securities.
While the fund is allowed to invest up to 20% of its net assets in foreign securities, including depositary receipts and common stocks listed on foreign exchanges, its primary focus remains on domestic large-cap growth stocks, providing investors with a diversified portfolio of high-growth companies.
As a non-diversified fund, IWLG may exhibit higher volatility compared to its diversified counterparts, but its concentrated portfolio is designed to capitalize on the growth potential of its constituent companies. With an AUM of $106.63M USD, the fund has a sizable presence in the market.
Analyzing the technical data, we observe that the funds last price is $48.27, above its SMA20 ($44.78) and SMA50 ($43.59), indicating a positive short-term trend. The SMA200 ($45.49) also suggests a longer-term uptrend. With an ATR of 1.12, representing a 2.32% daily volatility, the funds price movements are relatively stable. Considering the 52-week high ($49.78) and low ($38.24), we can infer that the fund has experienced a significant price increase over the past year.
Combining the technical and fundamental data, we forecast that IWLG will continue its upward trend, driven by the growth potential of its large-cap constituents. Assuming the current market conditions persist, we predict that the funds price will reach $52.50 within the next 6-12 months, representing a potential upside of approximately 8.7% from its current price. However, its essential to monitor the funds performance and adjust the forecast accordingly, as market conditions can change rapidly.
Additional Sources for IWLG ETF
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle
IWLG ETF Overview
Market Cap in USD | 123m |
Category | Large Growth |
TER | 0.60% |
IPO / Inception | 2022-06-23 |
IWLG ETF Ratings
Growth Rating | 68.5 |
Fundamental | - |
Dividend Rating | 40.2 |
Rel. Strength | 1.93 |
Analysts | - |
Fair Price Momentum | 51.83 USD |
Fair Price DCF | - |
IWLG Dividends
Dividend Yield 12m | 1.29% |
Yield on Cost 5y | 2.51% |
Annual Growth 5y | 274.64% |
Payout Consistency | 57.9% |
Payout Ratio | % |
IWLG Growth Ratios
Growth Correlation 3m | 97.6% |
Growth Correlation 12m | 50.6% |
Growth Correlation 5y | 95.7% |
CAGR 5y | 26.67% |
CAGR/Max DD 5y | 1.15 |
Sharpe Ratio 12m | 1.49 |
Alpha | 0.83 |
Beta | 1.252 |
Volatility | 15.34% |
Current Volume | 2.3k |
Average Volume 20d | 1k |
Stop Loss | 50.1 (-3%) |
As of July 17, 2025, the stock is trading at USD 51.67 with a total of 2,300 shares traded.
Over the past week, the price has changed by +0.38%, over one month by +4.09%, over three months by +23.41% and over the past year by +15.02%.
Yes. Based on ValueRay's Analyses, IQ Winslow Large Cap Growth (NYSE ARCA:IWLG) is currently (July 2025) a good stock to buy. It has a ValueRay Growth Rating of 68.54 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 IWLG is around 51.83 USD . This means that IWLG is currently overvalued and has a potential downside of 0.31%.
IQ Winslow Large Cap Growth has no consensus analysts rating.
According to our own proprietary Forecast Model, IWLG IQ Winslow Large Cap Growth will be worth about 61.2 in July 2026. The stock is currently trading at 51.67. This means that the stock has a potential upside of +18.35%.
Issuer | Target | Up/Down from current |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 61.2 | 18.3% |