Russell 1000 Growth Index ETF for Long-Term Wealth

The Russell 1000 Growth Index ETF is a solid choice for long-term wealth creation. It tracks the performance of the Russell 1000 Growth Index, which consists of the 1000 largest US companies with high growth potential.

Investing in this ETF can provide broad diversification and exposure to the US stock market. This is because the Russell 1000 Growth Index includes companies from various sectors, such as technology, healthcare, and consumer staples.

The ETF is designed to track the index's performance, which means it will hold the same securities in the same proportions as the index. This can help minimize tracking error and ensure that your investment stays true to its underlying strategy.

Investing in IWF can give you exposure to U.S. companies whose earnings are expected to grow at an above-average rate relative to the market.

By targeting domestic stocks, you can gain access to a specific category of companies that are poised for growth.

IWF allows you to tilt your portfolio towards growth stocks, which can be a strategic move for investors looking to boost their returns.

Investing in IWF also provides targeted access to a specific category of domestic stocks, giving you a focused investment approach.

The fees associated with the Russell 1000 Growth Index ETF are relatively low. The management fee is 0.19% and there are no acquired fund fees and expenses or other expenses. The expense ratio is also 0.19%.

The fund's performance has been impressive, with an average annual return of 12.2% over the past 20 years. This is higher than the S&P 500's yearly gain of 10.5%.

The fund's portfolio turnover rate is 12%, which is lower than the average portfolio turnover of 53% for the Large Growth category. This means that the fund holds its assets for a relatively long period of time, which can help reduce expenses and improve after-tax returns.

Here's a breakdown of the fund's fees:

In December 2024, the fund returned 0.9%, earning it an A grade within the Large Growth category. This is a significant improvement over the category's average return of -1.2%.

The iShares Russell 1000 Growth ETF has a management team with an average tenure of 10.81 years, which is a significant advantage in the world of ETFs.

The ETF has a primary benchmark of the Russell 1000 Growth TR USD index, which gives it a clear direction and focus.

The fund has 401 securities in its portfolio, but the top 10 holdings make up a substantial 61.3% of the ETF's assets, indicating a concentrated investment approach.

The ETF is classified as a nondiversified fund, which means it may be more susceptible to market fluctuations.

The iShares Russell 1000 Growth ETF, or IWF, is a popular choice for investors looking to tap into the growth potential of the US stock market.

It's a relatively small fund with around $90 billion in assets, but don't let its size fool you - it packs a big performance punch.

The fund holds around 400 tickers at any given time, which is less than the 1,000 you might expect from its name, but it's all the growth stocks found within the Russell 1000 Index.

The Russell 1000 Index includes all the growth names found within the S&P 500, as well as the growth stocks among the market's next 500 major tickers, which are mostly mid-caps.

Analysts at J.P. Morgan are bullish on mid-cap stocks, expecting them to outperform large caps over a 10-to-15-year investment horizon.

The fund has a management team with an average tenure of 10.81 years, which is more important for actively managed ETFs than passive index ETFs.

The top 10 holdings constitute 61.3% of the ETF's assets, and the fund meets the SEC requirement of being classified as a nondiversified fund.

The fund has a portfolio turnover rate of 12%, which is relatively low compared to the average portfolio turnover of 53% for the Large Growth category.

In December 2024, the fund returned 0.9%, earning it a grade of A in the Large Growth category.

The chart in the ETF Details section is a key tool for understanding how the fund has performed over time. It shows the fund's performance as a percentage loss or gain per year, which can help you assess how the fund has been managed in the past.

The chart is based on the net asset value (NAV) of the ETF, which may not be the same as the market price of the ETF. This means that individual shareholders may realize returns that are different to the NAV performance.

The chart shows the fund's performance over the last 1 year, with a total return of 32.93% as of December 31, 2024. This is compared to the benchmark, which had a total return of 33.22% over the same period.

Here's a breakdown of the chart's data:

It's worth noting that past performance is not a reliable indicator of future performance, and markets could develop very differently in the future.

The Russell 1000 Growth Index ETF has a solid track record, with a 1-year return of 33.1%, outperforming the category by 3.0 percentage points.

The ETF has a B grade for the past year, indicating a strong performance. Over the past three years, it has returned 10.3%, earning an A grade.

Here's a breakdown of the ETF's grades over different time periods:

The ETF's return has been consistently strong over the long term, with a 10-year average return of 16.6%.

The iShares Russell 1000 Growth ETF has a management team with an average tenure of 10.81 years, which is a notable aspect of its operations.

The ETF has a primary benchmark of the Russell 1000 Growth TR USD index, and its portfolio consists of 401 securities, with the top 10 holdings making up 61.3% of its assets.

This fund is not considered to have an ESG focus, and its investment selection and management do not prioritize environmental, social, and governance factors.

The iShares Russell 1000 Growth ETF is a $90 billion fund that's often overlooked by investors.

While it may not be as popular as other ETFs, this fund packs a big performance punch.

The iShares Russell 1000 Growth ETF can get you farther down the road to a seven-figure sum, and do it faster, than a long-term position in the SPDR S&P 500 ETF.

Turning modest regular investments in stocks into a seven-figure sum is a multidecade project, no matter which index-based exchange-traded fund you choose.

The iShares Russell 1000 Growth ETF has 401 securities in its portfolio.

The top 10 holdings constitute 61.3% of the ETF’s assets, which is a significant concentration of its overall holdings.

The ETF is not considered to have an ESG focus with its investment selection and management, meaning it doesn't prioritize environmental, social, and governance factors.

The ETF has 0.1% of its portfolio invested in foreign issues, but the majority of its assets, 99.7%, are allocated to domestic stock.

The bond allocation as a percentage of total assets is 0.0%, indicating that the ETF focuses primarily on equities.

The management team of the ETF has an average tenure of 10.81 years, which is a relatively long period of time in the financial industry.

The iShares Russell 1000 Growth ETF is a passively managed U.S. Equity Large Growth exchange-traded fund (ETF) that was launched in 2000. It seeks to track the investment results of the Russell 1000 Growth Index, measuring the performance of large- and mid-capitalization growth sectors of the U.S. equity market.

The fund generally invests at least 80% of its assets in the component securities of its underlying index. It may also invest up to 20% of its assets in certain futures, options, and swap contracts, cash and cash equivalents, and securities not included in the underlying index.

The iShares Russell 1000 Growth ETF is a non-diversified fund, meaning it can invest more than 25% of its assets in the securities of a single issuer. This is in contrast to diversified funds that spread their investments across a wide range of issuers.

The fund has a relatively small size, with a market capitalization of $90 billion, but it packs a big performance punch. In fact, it's likely to get you farther down the road to a seven-figure sum, and to do it faster, than a more popular index-based ETF like the SPDR S&P 500 ETF.

The name "iShares Russell 1000 Growth ETF" might be a bit misleading, as it suggests the fund holds 1,000 growth stocks. However, it actually holds around 400 tickers at any given time, which are the growth stocks found within the Russell 1000 Index.