I

    IWY (IWY)

    Diversified Equity • Large Growth

    $287.25
    +0.05 (+0.02%)

    Market Cap: $16.70B

    Last updated: Sep 01, 2026 at 5:00 PM ET

    Dividends

    Dividend Metrics

    Yield0.35%
    Annual/Share$1.00
    Frequency4
    Pay MonthsMar, Jun, Sep, Dec

    Growth

    3Y CAGR-1.75%
    5Y CAGR+1.21%
    View IWY's full dividend history

    IWY (IWY)

    Large Growth • USA

    Net Assets (AUM)$16.70B
    Expense Ratio0.2000%
    Dividend Yield0.32%
    Portfolio Turnover28.00%
    Inception DateSep 22, 2009

    Sector Allocations

    Information Technology55.4%
    Communication Services17.7%
    Consumer Discretionary7.7%
    Industrials7.2%
    Financials4.9%
    Healthcare4.9%
    Consumer Staples1.3%
    Materials0.1%
    Energy0.0%
    Real Estate0.0%
    Utilities0.0%

    Technical Indicators

    RSI: Neutral
    RSI (14)52.06
    VWAP
    $286.830

    Simple Moving Averages

    SMA 10
    $285.93
    SMA 20
    $288.24
    SMA 50
    $284.31
    SMA 200
    $276.22

    Exponential Moving Averages

    EMA 10
    $286.73
    EMA 20
    $286.28
    EMA 50
    $285.07
    EMA 200
    $275.73

    Holdings (101)

    Holdings as of Aug 12, 2026
    Rank
    Symbol
    Name
    Weight
    1NVDANVIDIA CORP14.97%
    2AAPLAPPLE INC8.02%
    3GOOGLALPHABET INC CLASS A6.69%
    4AVGOBROADCOM INC6.12%
    5MSFTMICROSOFT CORP5.99%
    6GOOGALPHABET INC CLASS C5.47%
    7METAMETA PLATFORMS INC CLASS A3.83%
    8MUMICRON TECHNOLOGY INC3.66%
    9TSLATESLA INC3.57%
    10LLYELI LILLY AND CO3.38%
    11AMDADVANCED MICRO DEVICES INC2.81%
    12VVISA INC CLASS A2.19%
    13MAMASTERCARD INC CLASS A1.68%
    14AMATAPPLIED MATERIALS INC1.46%
    15GEGE AEROSPACE1.35%
    16CATCATERPILLAR INC1.34%
    17LRCXLAM RESEARCH CORP1.33%
    18NFLXNETFLIX INC1.09%
    19PLTRn/a0.99%
    21GEVGE VERNOVA INC0.97%
    22PANWPALO ALTO NETWORKS INC0.97%
    22TXNTEXAS INSTRUMENTS INC0.91%
    23HDTHE HOME DEPOT INC0.89%
    24KLACKLA CORP0.87%
    25ORCLORACLE CORP0.81%
    Showing 1-25 of 101
    Show:
    Page 1 of 5

    Related GNG Research

    No research available

    Be the first to write about IWY

    News

    Get full access to GNG Research

    Create a free account to access portfolio tracking, advanced tools, and more.