Looking for broad exposure to the Large Cap Growth segment of the US equity market? You should consider the iShares Russell Top 200 Growth ETF (IWY), a passively managed exchange traded fund launched on September 22, 2009.
Looking for broad exposure to the Large Cap Growth segment of the US equity market? You should consider the iShares Russell Top 200 Growth ETF (IWY), a passively managed exchange traded fund launched on September 22, 2009.
iShares Russell Top 200 Growth Index ETF remains a buy amid war-driven volatility, presenting attractive entry points for long-term investors. Tech-heavy IWY has corrected 6% YTD, with valuations easing from peak forward P/E above 30x to around 24x, enhancing dip-buying appeal. Historical war-induced selloffs in the S&P 500 tend to reverse quickly, reaching new all-time highs over the long term.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 62,380 | $17.07M | $17.96M | $892,657.74 | 5.23% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 21,797 | $3.77M | $6.25M | $2.48M | 65.81% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 1,264 | $271,507.46 | $363,981.44 | $92,473.98 | 34.06% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 150,522 | $29.37M | $43.58M | $14.21M | 48.4% |
| BS Bill Scoggins FIRST CITIZENS INVESTOR SERVICES Inc. | 272,944 | $74.69M | $78.62M | $3.92M | 5.25% |
| ARCA Exchange | US Country |
The described company is structured as an investment fund that primarily focuses on mimicking the performance of a specific index. This fund is committed to allocating at least 80% of its assets to securities that are part of its target index or those with similar economic characteristics. The remaining 20% of its assets may be invested in derivatives such as futures, options, and swap contracts, alongside cash and cash equivalents. It is designated as non-diversified, meaning it may concentrate its investments in fewer securities when compared to diversified funds.
The fund offers a specialized investment approach focusing on the following products and services:
This product centers around investments that replicate the performance of a specified index. By investing at least 80% of its assets in the securities that constitute its benchmark index or in investments with substantially identical economic characteristics, the fund aims to achieve a performance closely aligned with that of the index.
Up to 20% of the fund's assets may be allocated to derivatives such as futures, options, and swaps. This allows the fund to potentially enhance its returns or hedge against market volatility, offering a measure of flexibility in its investment strategy.
Included in its portfolio are cash and cash equivalents, which can be used for liquidity purposes or to take advantage of short-term investment opportunities. This component provides the fund with the flexibility to respond promptly to market conditions or to cover redemption requests.