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IWFG
Upturn stock ratingUpturn stock rating

IQ Winslow Focused Large Cap Growth ETF (IWFG)

Upturn stock ratingUpturn stock rating
$48.02
Delayed price
Profit since last BUY6.61%
upturn advisory
SELL
SELL since 5 days
  • BUY Advisory
  • Profitable SELL
  • Loss-Inducing SELL
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
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Upturn Advisory Summary

01/21/2025: IWFG (1-star) is a SELL. SELL since 5 days. Profits (6.61%). Updated daily EoD!

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

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Outstanding Performance

These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.

Analysis of Past Performance

Type ETF
Historic Profit 42.9%
Avg. Invested days 78
Today’s Advisory SELL
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
ETF Returns Performance Upturn Returns Performance 5.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 01/21/2025

Key Highlights

Volume (30-day avg) 301
Beta -
52 Weeks Range 35.91 - 48.91
Updated Date 01/22/2025
52 Weeks Range 35.91 - 48.91
Updated Date 01/22/2025

AI Summary

ETF IQ Winslow Focused Large Cap Growth ETF (IQLG) Overview

Profile:

ETF IQ Winslow Focused Large Cap Growth ETF (IQLG) is an actively managed exchange-traded fund that invests in large-cap U.S. growth stocks. The fund focuses on companies with strong growth potential and competitive advantages. The portfolio typically holds around 50 stocks with a focus on technology, healthcare, and consumer discretionary sectors. IQLG uses a quantitative and fundamental analysis approach to identify and select stocks.

Objective:

The primary investment goal of IQLG is to achieve long-term capital appreciation through investing in a diversified portfolio of large-cap growth stocks.

Issuer:

IQ ETF IQ

  • Reputation and Reliability: IQ ETF IQ is a subsidiary of IndexIQ, a quantitative asset management firm founded in 2009. They currently manage over $12 billion in assets across various ETF products.

  • Management: The portfolio management team at IQ ETF IQ is led by CIO Adam Turteltaub, CFA, with over 20 years of experience in the financial industry. He is supported by a team of experienced analysts with expertise in quantitative and fundamental analysis.

Market Share:

Within the large-cap growth ETF category, IQLG has a relatively small market share with approximately 0.2%.

Total Net Assets:

As of October 26, 2023, IQLG has $144.37 million in total net assets.

Moat:

Unique Investment Strategy: The combination of quantitative and fundamental analysis used by IQLG to identify growth stocks provides a competitive edge in the market.

Experienced Management Team: The leadership team's extensive experience and strong track record contribute to the overall success of the ETF.

Financial Performance:

  • Historical Returns: Since its inception in October 2021, IQLG has achieved a total return of 25.54%.
  • Benchmark Comparison: Compared to the Russell 1000 Growth Index, IQLG has outperformed with a higher return over the same period.

Growth Trajectory:

The growth trajectory for IQLG appears positive, considering its recent performance and the growing demand for actively managed large-cap growth strategies.

Liquidity:

  • Average Trading Volume: The average daily trading volume for IQLG is approximately 12,000 shares.
  • Bid-Ask Spread: The bid-ask spread for IQLG is typically around 0.1%.

Market Dynamics:

  • Economic Indicators: Strong economic growth can positively impact large-cap growth stocks, potentially boosting IQLG's performance.
  • Sector Growth Prospects: Continued growth in technology, healthcare, and consumer discretionary sectors can benefit IQLG's portfolio.
  • Market Volatility: Increased market volatility can create challenges for actively managed strategies like IQLG.

Competitors:

  • Invesco QQQ Trust (QQQ) - Market Share: 44.6%
  • SPDR S&P 500 Growth ETF (SPYG) - Market Share: 4.8%
  • iShares Russell 1000 Growth ETF (IWF) - Market Share: 10.2%

Expense Ratio:

The expense ratio for IQLG is 0.75%.

Investment Approach and Strategy:

Strategy: IQLG follows an actively managed strategy, focusing on investing in a select group of large-cap growth stocks with high growth potential.

Composition: The ETF primarily holds stocks of large-cap companies across various sectors, mainly focusing on technology, healthcare, and consumer discretionary.

Key Points:

  • Actively managed, focused on large-cap growth stocks
  • Strong historical performance
  • Experienced management team
  • Relatively low expense ratio

Risks:

  • Market Volatility: The ETF is susceptible to market fluctuations, which can impact its value.
  • Sector Concentration: The focus on specific sectors might lead to higher volatility compared to broader market ETFs.
  • Active Management Risk: The success of the ETF depends heavily on the skill and performance of the management team.

Who Should Consider Investing:

Investors seeking long-term capital appreciation through exposure to a diversified portfolio of large-cap growth stocks with a higher risk tolerance could consider IQLG.

Fundamental Rating Based on AI:

7/10

Justification:

IQLG demonstrates strong fundamentals with a solid track record, experienced management, and a unique investment strategy. However, the risk associated with its active management approach and sector concentration leads to a slightly lower rating.

Resources:

Disclaimer:

This information is for informative purposes only and should not be considered investment advice. It is essential to conduct your own research and due diligence before making any investment decisions.

About IQ Winslow Focused Large Cap Growth ETF

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

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.

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