Iq Winslow Focused Etf Profile

IWFG Etf  USD 43.21  0.82  1.86%   

Performance

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Weak
 
Strong

Odds Of Distress

Low

 
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Low
IQ Winslow is trading at 43.21 as of the 19th of March 2025. This is a 1.86 percent decrease since the beginning of the trading day. The etf's lowest day price was 43.18. IQ Winslow has less than a 10 % chance of experiencing some financial distress in the next two years of operation, but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.

Moving together with IWFG Etf

  0.67VUG Vanguard Growth IndexPairCorr
  0.67IWF iShares Russell 1000PairCorr
  0.73IVW iShares SP 500PairCorr
  0.73SPYG SPDR Portfolio SPPairCorr
  0.72IUSG iShares Core SPPairCorr
  0.68VONG Vanguard Russell 1000PairCorr

IWFG Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationLarge Cap ETFs, Size And Style ETFs, Large Growth (View all Sectors)
IssuerNew York Life Investments
Inception Date2022-06-23
Entity TypeRegulated Investment Company
Asset Under Management11.13 Million
Asset TypeEquity
CategorySize and Style
FocusLarge Cap
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorThe Bank of New York Mellon Corporation
AdvisorNew York Life Investment Management LLC
CustodianThe Bank of New York Mellon Corporation
DistributorALPS Distributors, Inc.
Portfolio ManagerJustin H. Kelly, Patrick M. Burton, Peter A. Dlugosch
Transfer AgentThe Bank of New York Mellon Corporation
Fiscal Year End30-Apr
ExchangeNYSE Arca, Inc.
Number of Constituents31.0
Market MakerCitadel
Total Expense1.98
Management Fee0.75
200 Day M A46.3826
Country NameUSA
50 Day M A47.0474
CodeIWFG
Updated At18th of March 2025
Returns Y T D(7.63)
NameIQ Winslow Focused Large Cap Growth ETF
Currency NameUS Dollar
Currency CodeUSD
Open FigiBBG018CPJGV2
TypeETF
1y Volatility13.05
IQ Winslow Focused [IWFG] is traded in USA and was established null. The fund is listed under Large Growth. The entity is thematically classified as Large Cap ETFs. IQ Winslow Focused currently have in assets under management (AUM). , while the total return for the last year was 10.9%.
Check IQ Winslow Probability Of Bankruptcy

Geographic Allocation (%)

IQ Winslow Focused Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IQ Winslow. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

IQ Winslow Against Markets

When determining whether IQ Winslow Focused is a strong investment it is important to analyze IQ Winslow's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact IQ Winslow's future performance. For an informed investment choice regarding IWFG Etf, refer to the following important reports:
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in IQ Winslow Focused. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in census.
You can also try the Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.
The market value of IQ Winslow Focused is measured differently than its book value, which is the value of IWFG that is recorded on the company's balance sheet. Investors also form their own opinion of IQ Winslow's value that differs from its market value or its book value, called intrinsic value, which is IQ Winslow's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IQ Winslow's market value can be influenced by many factors that don't directly affect IQ Winslow's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IQ Winslow's value and its price as these two are different measures arrived at by different means. Investors typically determine if IQ Winslow is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IQ Winslow's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.