IWF
ISHARES RUSSELL 1000 GROWTH ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
IWF Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | -43.02% | -67.51% | -8.39% | -14.08% | 6.82% | 2.73% | 6.83% | 5.29% |
| Sharpe Ratio | -0.79 | -0.81 | -0.26 | -0.23 | 0.25 | 0.06 | 0.35 | 0.15 |
| Max Drawdown | -55.05% | -75.79% | -55.05% | -75.79% | -55.05% | -75.79% | -55.05% | -75.79% |
| % Time Invested | 95.6% | 100.0% | 88.5% | 100.0% | 93.1% | 100.0% | 89.6% | 100.0% |
| Trades / Year | 4.0 | 0.0 | 5.0 | 0.0 | 4.1 | 0.0 | 3.4 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-04-22 | Pending | Pending Sell | 33% | $474.95 | — | — | Stop |
| 2026-04-15 | Pending | Pending Sell | 34% | $462.47 | — | — | Stop |
| 2026-04-21 | Open | Interest | 33% | $1.00 | $1.00 | 0.12% | Mark-to-Market |
| 2026-03-30 | 2026-04-22 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2026-04-15 | 2026-04-21 | Completed | 33% | $462.47 | $475.56 | 2.83% | Signal |
| 2026-03-23 | 2026-04-15 | Interest | 34% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2026-02-20 | 2026-04-15 | Interest | 33% | $1.00 | $1.01 | 0.61% | Interest Income |
| 2025-04-24 | 2026-03-30 | Completed | 33% | $349.75 | $416.24 | 19.01% | Stop |
| 2025-09-04 | 2026-03-23 | Completed | 34% | $445.56 | $434.74 | -2.43% | Stop |
| 2025-07-09 | 2026-02-20 | Completed | 33% | $425.38 | $448.19 | 5.36% | Signal |
| 2025-07-25 | 2025-09-04 | Interest | 34% | $1.00 | $1.00 | 0.47% | Interest Income |
| 2025-05-01 | 2025-07-25 | Completed | 34% | $372.18 | $437.36 | 17.51% | Signal |
| 2025-04-04 | 2025-07-09 | Interest | 33% | $1.00 | $1.01 | 1.09% | Interest Income |
| 2025-04-08 | 2025-05-01 | Interest | 34% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-01 | 2025-04-24 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-02 | 2025-04-08 | Completed | 34% | $357.35 | $337.70 | -5.50% | Stop |
| 2025-04-02 | 2025-04-04 | Completed | 33% | $357.35 | $334.32 | -6.45% | Signal |
| 2025-03-11 | 2025-04-02 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-03-11 | 2025-04-02 | Interest | 34% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-08-28 | 2025-04-01 | Completed | 33% | $363.44 | $358.08 | -1.48% | Stop |
| 2024-08-28 | 2025-03-11 | Completed | 33% | $363.44 | $360.95 | -0.69% | Stop |
| 2024-08-28 | 2025-03-11 | Completed | 34% | $363.44 | $360.95 | -0.69% | Stop |
| 2024-08-06 | 2024-08-28 | Interest | 33% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2024-08-06 | 2024-08-28 | Interest | 34% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2024-08-06 | 2024-08-28 | Interest | 33% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2023-12-21 | 2024-08-06 | Completed | 33% | $298.87 | $331.88 | 11.04% | Stop |
| 2023-12-05 | 2024-08-06 | Completed | 33% | $284.97 | $331.88 | 16.46% | Stop |
| 2023-05-03 | 2024-08-06 | Completed | 34% | $241.10 | $331.88 | 37.65% | Stop |
| 2023-11-29 | 2023-12-21 | Interest | 33% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2023-11-10 | 2023-12-05 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2023-02-15 | 2023-11-29 | Completed | 33% | $234.10 | $289.36 | 23.60% | Signal |
| 2023-11-07 | 2023-11-10 | Completed | 33% | $272.64 | $274.28 | 0.60% | Signal |
| 2023-09-08 | 2023-11-07 | Interest | 33% | $1.00 | $1.01 | 0.76% | Interest Income |
| 2023-09-06 | 2023-09-08 | Completed | 33% | $277.55 | $274.20 | -1.20% | Signal |
| 2023-07-21 | 2023-09-06 | Interest | 33% | $1.00 | $1.01 | 0.51% | Interest Income |
| 2023-07-19 | 2023-07-21 | Completed | 33% | $282.34 | $277.75 | -1.62% | Signal |
| 2023-01-20 | 2023-07-19 | Interest | 33% | $1.00 | $1.02 | 1.77% | Interest Income |
| 2023-01-20 | 2023-05-03 | Interest | 34% | $1.00 | $1.01 | 1.00% | Interest Income |
| 2023-01-20 | 2023-02-15 | Interest | 33% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2023-01-18 | 2023-01-20 | Completed | 33% | $221.39 | $216.49 | -2.21% | Signal |
| 2023-01-18 | 2023-01-20 | Completed | 34% | $221.39 | $216.49 | -2.21% | Signal |
| 2023-01-18 | 2023-01-20 | Completed | 33% | $221.39 | $216.49 | -2.21% | Signal |
| 2022-11-07 | 2023-01-18 | Interest | 33% | $1.00 | $1.01 | 0.69% | Interest Income |
| 2022-09-26 | 2023-01-18 | Interest | 33% | $1.00 | $1.01 | 1.16% | Interest Income |
| 2022-04-27 | 2023-01-18 | Interest | 34% | $1.00 | $1.02 | 2.41% | Interest Income |
| 2022-10-06 | 2022-11-07 | Completed | 33% | $216.97 | $208.59 | -3.86% | Signal |
| 2022-02-25 | 2022-10-06 | Interest | 33% | $1.00 | $1.02 | 1.75% | Interest Income |
| 2022-06-01 | 2022-09-26 | Completed | 33% | $233.95 | $211.39 | -9.64% | Stop |
| 2022-05-09 | 2022-06-01 | Interest | 33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-02-16 | 2022-05-09 | Completed | 33% | $266.03 | $229.79 | -13.62% | Stop |
| 2022-02-15 | 2022-04-27 | Completed | 34% | $265.73 | $240.72 | -9.41% | Stop |
| 2022-02-15 | 2022-02-25 | Completed | 33% | $265.73 | $256.30 | -3.55% | Signal |
| 2022-01-25 | 2022-02-16 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2022-01-24 | 2022-02-15 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2022-01-24 | 2022-02-15 | Interest | 34% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-03-24 | 2022-01-25 | Completed | 33% | $132.77 | $258.44 | 94.66% | Stop |
| 2020-06-29 | 2022-01-24 | Completed | 33% | $180.50 | $256.17 | 41.92% | Stop |
| 2020-03-24 | 2022-01-24 | Completed | 34% | $132.77 | $256.17 | 92.95% | Stop |
| 2020-06-05 | 2020-06-29 | Interest | 33% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-06-03 | 2020-06-05 | Completed | 33% | $180.75 | $181.49 | 0.41% | Signal |
| 2020-04-23 | 2020-06-03 | Interest | 33% | $1.00 | $1.00 | 0.07% | Interest Income |
| 2020-03-24 | 2020-04-23 | Completed | 33% | $132.77 | $160.71 | 21.05% | Signal |
| 2020-03-02 | 2020-03-24 | Interest | 33% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2020-03-02 | 2020-03-24 | Interest | 34% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2020-03-02 | 2020-03-24 | Interest | 33% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-06-14 | 2020-03-02 | Completed | 34% | $148.15 | $162.89 | 9.95% | Stop |
| 2019-03-26 | 2020-03-02 | Completed | 33% | $143.45 | $162.89 | 13.55% | Stop |
| 2019-01-15 | 2020-03-02 | Completed | 33% | $128.48 | $162.89 | 26.78% | Stop |
| 2019-04-10 | 2019-06-14 | Interest | 34% | $1.00 | $1.00 | 0.42% | Interest Income |
| 2019-04-08 | 2019-04-10 | Completed | 34% | $147.26 | $147.27 | 0.01% | Signal |
| 2019-02-14 | 2019-04-08 | Interest | 34% | $1.00 | $1.00 | 0.37% | Interest Income |
| 2018-11-29 | 2019-03-26 | Interest | 33% | $1.00 | $1.01 | 0.83% | Interest Income |
| 2019-01-17 | 2019-02-14 | Completed | 34% | $129.80 | $138.01 | 6.33% | Signal |
| 2018-12-24 | 2019-01-17 | Interest | 34% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2018-12-20 | 2019-01-15 | Interest | 33% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2018-11-21 | 2018-12-24 | Completed | 34% | $129.51 | $117.66 | -9.15% | Stop |
| 2015-09-17 | 2018-12-20 | Completed | 33% | $88.74 | $123.23 | 38.87% | Stop |
| 2018-11-21 | 2018-11-29 | Completed | 33% | $129.51 | $134.65 | 3.97% | Signal |
| 2018-10-30 | 2018-11-21 | Interest | 33% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2018-10-30 | 2018-11-21 | Interest | 34% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2018-07-11 | 2018-10-30 | Completed | 33% | $138.90 | $129.80 | -6.56% | Stop |
| 2016-07-15 | 2018-10-30 | Completed | 34% | $95.65 | $129.80 | 35.70% | Stop |
| 2018-06-18 | 2018-07-11 | Interest | 33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2017-01-20 | 2018-06-18 | Completed | 33% | $99.97 | $138.42 | 38.46% | Signal |
| 2016-12-27 | 2017-01-20 | Interest | 33% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2016-05-06 | 2016-12-27 | Completed | 33% | $90.12 | $98.45 | 9.24% | Signal |
| 2015-12-03 | 2016-07-15 | Interest | 34% | $1.00 | $1.01 | 1.13% | Interest Income |
| 2016-02-19 | 2016-05-06 | Interest | 33% | $1.00 | $1.00 | 0.39% | Interest Income |
| 2016-02-12 | 2016-02-19 | Completed | 33% | $81.61 | $84.38 | 3.40% | Signal |
| 2016-01-21 | 2016-02-12 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2015-12-18 | 2016-01-21 | Completed | 33% | $90.73 | $83.21 | -8.29% | Stop |
| 2015-08-25 | 2015-12-18 | Interest | 33% | $1.00 | $1.01 | 0.70% | Interest Income |
| 2015-09-17 | 2015-12-03 | Completed | 34% | $88.74 | $92.78 | 4.56% | Signal |
| 2015-08-25 | 2015-09-17 | Interest | 34% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2015-08-25 | 2015-09-17 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2013-02-06 | 2015-08-25 | Completed | 33% | $60.17 | $86.38 | 43.55% | Stop |
| 2012-03-12 | 2015-08-25 | Completed | 34% | $55.65 | $86.38 | 55.22% | Stop |
| 2011-08-31 | 2015-08-25 | Completed | 33% | $48.81 | $86.38 | 76.97% | Stop |
| 2013-01-14 | 2013-02-06 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2012-09-13 | 2013-01-14 | Completed | 33% | $58.16 | $59.13 | 1.67% | Signal |
| 2012-08-21 | 2012-09-13 | Interest | 33% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2012-08-14 | 2012-08-21 | Completed | 33% | $56.87 | $57.52 | 1.15% | Signal |
| 2012-07-11 | 2012-08-14 | Interest | 33% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2011-12-28 | 2012-07-11 | Completed | 33% | $50.26 | $54.40 | 8.22% | Signal |
| 2011-10-13 | 2012-03-12 | Interest | 34% | $1.00 | $1.01 | 0.81% | Interest Income |
| 2011-08-03 | 2011-12-28 | Interest | 33% | $1.00 | $1.01 | 0.84% | Interest Income |
| 2011-08-30 | 2011-10-13 | Completed | 34% | $48.16 | $48.05 | -0.22% | Signal |
| 2011-08-09 | 2011-08-31 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-08-08 | 2011-08-30 | Interest | 34% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-06-01 | 2011-08-09 | Completed | 33% | $40.54 | $45.23 | 11.55% | Stop |
| 2010-12-01 | 2011-08-08 | Completed | 34% | $46.82 | $46.22 | -1.28% | Stop |
| 2010-10-14 | 2011-08-03 | Completed | 33% | $44.97 | $49.96 | 11.08% | Signal |
| 2010-09-24 | 2010-12-01 | Interest | 34% | $1.00 | $1.00 | 0.49% | Interest Income |
| 2010-09-22 | 2010-10-14 | Interest | 33% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2010-06-01 | 2010-09-24 | Completed | 34% | $40.54 | $43.28 | 6.74% | Signal |
| 2010-09-17 | 2010-09-22 | Completed | 33% | $42.72 | $43.08 | 0.85% | Signal |
| 2010-07-08 | 2010-09-17 | Interest | 33% | $1.00 | $1.01 | 0.55% | Interest Income |
| 2010-06-01 | 2010-07-08 | Completed | 33% | $40.54 | $40.03 | -1.27% | Signal |
| 2010-05-07 | 2010-06-01 | Interest | 33% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-05-07 | 2010-06-01 | Interest | 34% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-05-07 | 2010-06-01 | Interest | 33% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-03-12 | 2010-05-07 | Completed | 33% | $43.22 | $41.96 | -2.93% | Stop |
| 2009-08-14 | 2010-05-07 | Completed | 34% | $37.00 | $41.96 | 13.39% | Stop |
| 2009-05-13 | 2010-05-07 | Completed | 33% | $32.40 | $41.96 | 29.51% | Stop |
| 2009-11-13 | 2010-03-12 | Interest | 33% | $1.00 | $1.01 | 1.14% | Interest Income |
| 2009-11-11 | 2009-11-13 | Completed | 33% | $40.68 | $40.40 | -0.68% | Signal |
| 2009-09-18 | 2009-11-11 | Interest | 33% | $1.00 | $1.01 | 0.51% | Interest Income |
| 2009-09-14 | 2009-09-18 | Completed | 33% | $37.91 | $39.01 | 2.90% | Signal |
| 2009-07-23 | 2009-09-14 | Interest | 33% | $1.00 | $1.01 | 0.50% | Interest Income |
| 2009-07-23 | 2009-08-14 | Interest | 34% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2009-07-21 | 2009-07-23 | Completed | 34% | $35.63 | $35.54 | -0.26% | Signal |
| 2009-07-21 | 2009-07-23 | Completed | 33% | $35.63 | $35.54 | -0.26% | Signal |
| 2008-08-27 | 2009-07-21 | Interest | 33% | $1.00 | $1.03 | 2.85% | Interest Income |
| 2008-03-04 | 2009-07-21 | Interest | 34% | $1.00 | $1.05 | 4.76% | Interest Income |
| 2008-08-14 | 2009-05-13 | Interest | 33% | $1.00 | $1.02 | 2.31% | Interest Income |
| 2008-02-14 | 2008-08-27 | Completed | 33% | $46.09 | $44.77 | -2.86% | Signal |
| 2008-06-10 | 2008-08-14 | Completed | 33% | $47.41 | $44.72 | -5.68% | Signal |
| 2008-01-22 | 2008-06-10 | Interest | 33% | $1.00 | $1.01 | 1.41% | Interest Income |
| 2008-02-12 | 2008-03-04 | Completed | 34% | $45.30 | $44.53 | -1.69% | Signal |
| 2008-01-23 | 2008-02-14 | Interest | 33% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2008-01-18 | 2008-02-12 | Interest | 34% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2005-08-12 | 2008-01-23 | Completed | 33% | $39.83 | $42.75 | 7.35% | Stop |
| 2007-11-06 | 2008-01-22 | Completed | 33% | $50.99 | $42.53 | -16.60% | Stop |
| 2006-12-28 | 2008-01-18 | Completed | 34% | $44.69 | $45.19 | 1.12% | Stop |
| 2007-10-15 | 2007-11-06 | Interest | 33% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2006-10-18 | 2007-10-15 | Completed | 33% | $43.31 | $51.45 | 18.80% | Signal |
| 2006-07-26 | 2006-12-28 | Interest | 34% | $1.00 | $1.02 | 1.99% | Interest Income |
| 2006-05-22 | 2006-10-18 | Interest | 33% | $1.00 | $1.02 | 2.01% | Interest Income |
| 2005-02-18 | 2006-07-26 | Completed | 34% | $38.00 | $39.39 | 3.64% | Signal |
| 2005-12-05 | 2006-05-22 | Completed | 33% | $41.52 | $40.38 | -2.74% | Signal |
| 2005-11-10 | 2005-12-05 | Interest | 33% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2005-07-18 | 2005-11-10 | Completed | 33% | $39.60 | $39.96 | 0.93% | Signal |
| 2005-06-20 | 2005-08-12 | Interest | 33% | $1.00 | $1.01 | 0.62% | Interest Income |
| 2005-04-14 | 2005-07-18 | Interest | 33% | $1.00 | $1.01 | 1.04% | Interest Income |
| 2004-01-27 | 2005-06-20 | Completed | 33% | $38.30 | $38.78 | 1.26% | Signal |
| 2004-12-01 | 2005-04-14 | Completed | 33% | $37.62 | $37.05 | -1.50% | Signal |
| 2004-12-21 | 2005-02-18 | Interest | 34% | $1.00 | $1.01 | 0.67% | Interest Income |
| 2004-12-17 | 2004-12-21 | Completed | 34% | $38.56 | $38.36 | -0.51% | Signal |
| 2004-08-26 | 2004-12-17 | Interest | 34% | $1.00 | $1.01 | 1.28% | Interest Income |
| 2004-05-25 | 2004-12-01 | Interest | 33% | $1.00 | $1.02 | 2.23% | Interest Income |
| 2003-06-20 | 2004-08-26 | Completed | 34% | $32.72 | $35.38 | 8.12% | Signal |
| 2003-05-19 | 2004-05-25 | Completed | 33% | $30.82 | $36.20 | 17.47% | Signal |
| 2002-05-24 | 2004-01-27 | Interest | 33% | $1.00 | $1.07 | 6.95% | Interest Income |
| 2002-05-24 | 2003-06-20 | Interest | 34% | $1.00 | $1.04 | 4.34% | Interest Income |
| 2003-02-14 | 2003-05-19 | Interest | 33% | $1.00 | $1.01 | 0.96% | Interest Income |
| 2003-01-02 | 2003-02-14 | Completed | 33% | $28.52 | $26.33 | -7.66% | Stop |
| 2002-05-24 | 2003-01-02 | Interest | 33% | $1.00 | $1.03 | 2.55% | Interest Income |
Return Distribution Analysis
