I

    IWL (IWL)

    Diversified Equity • Large Blend

    $190.13
    -0.48 (-0.25%)

    Market Cap: $2.00B

    Last updated: Sep 01, 2026 at 10:00 AM ET

    Dividends

    Dividend Metrics

    Yield0.83%
    Annual/Share$1.57
    Frequency4
    Pay MonthsMar, Jun, Sep, Dec

    Growth

    3Y CAGR+3.71%
    5Y CAGR+5.60%
    View IWL's full dividend history

    IWL (IWL)

    Large Blend • USA

    Net Assets (AUM)$2.00B
    Expense Ratio0.1500%
    Dividend Yield0.90%
    Portfolio Turnover5.00%
    Inception DateSep 22, 2009

    Sector Allocations

    Information Technology40.4%
    Communication Services11.0%
    Financials10.0%
    Consumer Discretionary9.6%
    Healthcare8.7%
    Industrials7.6%
    Consumer Staples4.4%
    Energy2.6%
    Materials1.3%
    Utilities1.2%
    Real Estate0.0%

    Technical Indicators

    RSI: Neutral
    RSI (14)55.12
    VWAP
    $190.070

    Simple Moving Averages

    SMA 10
    $189.77
    SMA 20
    $190.53
    SMA 50
    $186.64
    SMA 200
    $175.79

    Exponential Moving Averages

    EMA 10
    $190.04
    EMA 20
    $189.43
    EMA 50
    $187.08
    EMA 200
    $176.60

    Holdings (201)

    Holdings as of Jul 26, 2026
    Rank
    Symbol
    Name
    Weight
    1NVDANVIDIA CORP8.69%
    2AAPLAPPLE INC8.52%
    3MSFTMICROSOFT CORP5.31%
    4AMZNAMAZON.COM INC4.32%
    5GOOGLALPHABET INC CLASS A3.64%
    6AVGOBROADCOM INC3.23%
    7GOOGALPHABET INC CLASS C2.96%
    8METAMETA PLATFORMS INC CLASS A2.54%
    9TSLATESLA INC1.99%
    10MUMICRON TECHNOLOGY INC1.97%
    11LLYELI LILLY AND CO1.69%
    12BRK-BBERKSHIRE HATHAWAY INC CLASS B1.64%
    12JPMJPMORGAN CHASE & CO1.66%
    14AMDADVANCED MICRO DEVICES INC1.59%
    15JNJJOHNSON & JOHNSON1.09%
    15XOMEXXONMOBIL HOLDINGS CORP1.13%
    17VVISA INC CLASS A1.06%
    18WMTWALMART INC0.87%
    19INTCINTEL CORP0.83%
    20ABBVABBVIE INC0.81%
    21CSCOCISCO SYSTEMS INC0.80%
    22AMATAPPLIED MATERIALS INC0.80%
    22MAMASTERCARD INC CLASS A0.78%
    24COSTCOSTCO WHOLESALE CORP0.74%
    25CATCATERPILLAR INC0.73%
    Showing 1-25 of 201
    Show:
    Page 1 of 9

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