IWY Performance — iShares Russell Top 200 Growth ETF
Data updated: 2026-08-27
IWY returned +5.27% year to date and +18.43% over one year to Jun 2026. Annualised returns are +23.01% over 3 years and +14.75% over 5 years. The fund beat its US Large Growth category average: $100 invested three years ago grew to $186, against $175 for the category, and to $118 over one year, against $117. Volatility over the past three years was 16.48% a year. In the 12 months to Jun 2026 the fund took in a net $421.4M, and assets reached $16.96B.
IWY Growth of $100
What $100 invested in iShares Russell Top 200 Growth ETF grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Growth category average over the same months.
| Period | IWY | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $118 | $117 |
| 3 years (Jul 2023 – Jun 2026) | $186 | $175 |
| 5 years (Jul 2021 – Jun 2026) | $199 | $166 |
| Since data start (Jul 2019 – Jun 2026) | $355 | $271 |
IWY Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +5.27% |
| 1 year | +18.43% |
| 3 years (annualised) | +23.01% |
| 5 years (annualised) | +14.75% |
IWY Annual Returns
Calendar-year total returns of iShares Russell Top 200 Growth ETF, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +5.27% |
| 2025 | +18.36% |
| 2024 | +34.74% |
| 2023 | +46.44% |
| 2022 | −29.88% |
| 2021 | +30.97% |
| 2020 | +39.00% |
| 2019 (Jul–Dec) | +13.20% |
IWY Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −1.7% | −3.6% | −5.1% | +12.1% | +7.5% | −2.8% | — | — | — | — | — | — |
| 2025 | +1.4% | −3.4% | −8.4% | +1.7% | +8.3% | +6.3% | +3.5% | +1.1% | +6.1% | +3.9% | −2.0% | −0.5% |
| 2024 | +2.9% | +6.7% | +1.7% | −4.0% | +6.7% | +7.4% | −2.0% | +2.0% | +2.8% | −0.6% | +5.7% | +1.8% |
| 2023 | +8.2% | −1.2% | +8.1% | +1.5% | +5.5% | +6.7% | +3.4% | −0.5% | −5.5% | −0.9% | +10.8% | +4.0% |
| 2022 | −7.7% | −4.9% | +4.4% | −12.2% | −2.0% | −8.0% | +11.9% | −5.0% | −10.0% | +5.4% | +4.3% | −8.1% |
| 2021 | −0.9% | −0.4% | +2.5% | +7.0% | −1.4% | +6.1% | +3.8% | +3.8% | −5.8% | +9.0% | +1.7% | +2.5% |
| 2020 | +2.6% | −6.8% | −8.6% | +14.6% | +5.9% | +4.8% | +7.6% | +11.9% | −5.4% | −4.1% | +9.5% | +4.5% |
| 2019 | — | — | — | — | — | — | +2.0% | −0.4% | +0.3% | +3.0% | +4.3% | +3.5% |
IWY Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 16.48%
- 3-year Sharpe ratio: 1.12 (vs 4.5% risk-free rate)
- Best month: +12.10% (Apr 2026)
- Worst month: −8.37% (Mar 2025)
IWY Fund Flows
Monthly money in and out of iShares Russell Top 200 Growth ETF, from SEC Form N-PORT.
- 12-month net flow: $421.4M
- 12-month gross sales (incl. reinvestments): $3.7B
- Sales ÷ redemptions: 1.13×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $1.1B | $1.2B | −$124.7M |
| May 2026 | $102.8M | $187.8M | −$85.0M |
| Apr 2026 | $103.0M | $157.7M | −$54.6M |
| Mar 2026 | $141.7M | $65.3M | $76.4M |
| Feb 2026 | $52.8M | $107.4M | −$54.6M |
| Jan 2026 | $398.5M | $219.7M | $178.8M |
| Dec 2025 | $367.7M | $797.1M | −$429.3M |
| Nov 2025 | $27.9M | $69.0M | −$41.1M |
| Oct 2025 | $441.2M | $13.6M | $427.6M |
| Sep 2025 | $676.7M | $313.7M | $363.0M |
| Aug 2025 | $116.0M | $51.4M | $64.6M |
| Jul 2025 | $162.3M | $62.1M | $100.2M |
IWY Assets Under Management
Net assets of iShares Russell Top 200 Growth ETF by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $16.96B |
| 2026-03-31 | $14.74B |
| 2025-12-31 | $16.20B |
| 2025-09-30 | $16.05B |
| 2025-06-30 | $13.97B |
| 2025-03-31 | $11.76B |
| 2024-12-31 | $14.06B |
| 2024-09-30 | $11.86B |
| 2024-06-30 | $11.97B |
| 2024-03-31 | $10.22B |
| 2023-12-31 | $8.42B |
| 2023-09-30 | $6.44B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.