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.
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