Overview
Large and mid-cap US growth stocks from the Russell 1000. Broader than QQQ with 500+ holdings across multiple growth sectors.
Top Holdings
| Ticker | Holding | Weight |
|---|---|---|
| AAPL | Apple Inc. | 10.8% |
| MSFT | Microsoft Corp. | 9.4% |
| NVDA | NVIDIA Corp. | 8.8% |
| AMZN | Amazon.com | 5.4% |
| META | Meta Platforms | 4.8% |
| GOOGL | Alphabet A | 3.8% |
| TSLA | Tesla Inc. | 3.4% |
| AVGO | Broadcom Inc. | 2.8% |
| COST | Costco Wholesale | 2.4% |
| LLY | Eli Lilly | 2.2% |
Fund Details
Investment Thesis
IWF tracks the Russell 1000 Growth Index, providing broader US growth exposure than pure Nasdaq-100 funds by including mid-cap growth companies and sectors like healthcare and consumer discretionary alongside technology. With 500+ holdings, IWF avoids the concentrated top-heavy nature of QQQ while capturing fundamental growth characteristics across the US large and mid-cap universe.
Who It's For
Investors seeking broad US growth exposure beyond pure technology without the concentration risk of QQQ. IWF suits those building a growth-tilt in their portfolio while maintaining meaningful diversification across sectors. A natural pairing with a value-oriented fund like VYM or SCHD for investors who want to express both growth and value factors simultaneously.
10-Year History
| Year | Close | % Chg |
|---|---|---|
| 2016 | $109.43 | -- |
| 2017 | $138.39 | +26.5% |
| 2018 | $132.57 | -4.2% |
| 2019 | $180.01 | +35.8% |
| 2020 | $260.92 | +44.9% |
| 2021 | $326.82 | +25.3% |
| 2022 | $231.57 | -29.1% |
| 2023 | $326.89 | +41.2% |
| 2024 | $422.74 | +29.3% |
| 2025 | $432.18 | +2.2% |
| Year | Yield |
|---|---|
| 2016 | 0.85% |
| 2017 | 0.75% |
| 2018 | 0.80% |
| 2019 | 0.68% |
| 2020 | 0.50% |
| 2021 | 0.48% |
| 2022 | 0.62% |
| 2023 | 0.55% |
| 2024 | 0.46% |
| 2025 | 0.48% |
| Year | AUM | % Chg |
|---|---|---|
| 2016 | $40B | -- |
| 2017 | $53B | +32.5% |
| 2018 | $54B | +1.9% |
| 2019 | $75B | +38.9% |
| 2020 | $112B | +49.3% |
| 2021 | $137B | +22.3% |
| 2022 | $102B | -25.5% |
| 2023 | $147B | +44.1% |
| 2024 | $190B | +29.3% |
| 2025 | $194B | +2.1% |
Historical figures are ETFHub estimates modelled from asset-class return patterns and may differ from official fund records. Data as of August 2026.
Related US Broad Market ETFs
Markets. Intelligence. Daily.
Full briefs on 251 ETFs, curated daily ETF news, and a free weekly deep-dive newsletter — all on ETFHub.
Get the Free Weekly Brief Explore the ETF Portal Official Fund Page →