IWC - ETF AI Analysis
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iShares Micro-Cap ETF (IWC)
Rating:59Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and over the past month, indicating positive recent momentum in its micro-cap holdings.
Top Holdings With Strong Gains
Several of the largest positions, especially in health care and technology, have delivered strong year-to-date gains that support the fund’s overall performance.
Broad Sector Diversification
The fund spreads its investments across many sectors, with meaningful exposure to health care, financials, technology, and industrials, helping reduce reliance on any single industry.
Negative Factors
High Expense Ratio
The ETF charges a relatively high fee, which can eat into returns over time compared with lower-cost index funds.
Heavy U.S. Concentration
Almost all of the fund’s assets are invested in U.S. companies, offering very limited geographic diversification.
Micro-Cap and Sector Risk
The focus on small, micro-cap stocks and a large tilt toward health care makes the fund more sensitive to volatility and sector-specific setbacks.
IWC vs. SPDR S&P 500 ETF (SPY)
AUM1.33B
RegionNorth America
Expense Ratio0.60%
Beta1.19
IssueriShares
Inception DateAug 12, 2005
Dividend Yield0.95%
Asset ClassEquity
Index TrackedRussell Microcap
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume210,115
30 Day Avg. Volume114,579
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
248.50Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering1283
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IWC Summary
The iShares Micro-Cap ETF (IWC) follows the Russell Microcap Index, which focuses on very small U.S. companies across many sectors, especially health care, financials, and technology. It holds hundreds of stocks, including names like Applied Optoelectronics and Cipher Mining, giving investors broad exposure to tiny, fast-moving businesses that may have room to grow. Someone might invest in IWC to seek higher long-term growth and diversify beyond large, well-known companies. However, micro-cap stocks can be very volatile, so the ETF’s price can swing sharply and may fall more than the overall market.
How much will it cost me?The iShares Micro-Cap ETF (IWC) has an expense ratio of 0.6%, which means you’ll pay $6 per year for every $1,000 invested. This is higher than average because the fund is focused on micro-cap stocks, which require more active management compared to broad-market index funds. It reflects the specialized nature of the ETF and the effort involved in tracking smaller, less liquid companies.
What would affect this ETF?The iShares Micro-Cap ETF (IWC) could benefit from economic growth and innovation in sectors like healthcare and technology, which make up a significant portion of its holdings. However, it may face challenges from rising interest rates or economic slowdowns, which can disproportionately affect smaller companies with limited resources. Additionally, regulatory changes or sector-specific disruptions could impact the performance of its top holdings and overall micro-cap exposure.
IWC Top 10 Holdings
IWC is leaning hard into tiny, high-octane U.S. names, with health care and speculative tech setting the tone. Applied Optoelectronics has been a bright spot, rising sharply and giving the fund some welcome momentum, while Praxis Precision Medicines and Erasca add more biotech punch but with the usual early-stage risk. On the tech and digital infrastructure side, Applied Digital and TeraWulf have been more mixed, sometimes powering ahead, sometimes sputtering. Overall, performance is being driven by a handful of volatile micro-cap stories rather than any single dominant giant.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Applied Optoelectronics | 1.99% | $27.34M | $12.80B | 1015.38% | 52 Neutral | |
| Praxis Precision Medicines | 1.65% | $22.71M | $9.60B | 809.06% | 58 Neutral | |
| Applied Digital Corporation | 1.54% | $21.21M | $10.00B | 614.86% | 54 Neutral | |
| TeraWulf Inc | 1.27% | $17.55M | $9.66B | 609.60% | 50 Neutral | |
| Cipher Mining | 1.09% | $15.07M | $7.37B | 493.46% | 56 Neutral | |
| Cogent Biosciences | 0.98% | $13.44M | $5.97B | 645.52% | 37 Underperform | |
| Terns Pharmaceuticals | 0.94% | $12.93M | $6.10B | 1701.02% | 45 Neutral | |
| Energy Fuels | 0.89% | $12.18M | $5.04B | 362.47% | 51 Neutral | |
| AXT | 0.85% | $11.69M | $4.23B | 4875.18% | 61 Neutral | |
| Celcuity | 0.79% | $10.82M | $5.85B | 1033.27% | 44 Neutral |
IWC Technical Analysis
Positive
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Price Trends
168.00
Positive
166.72
Positive
156.03
Positive
Market Momentum
3.81
Negative
63.57
Neutral
54.09
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IWC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 175.31, equal to the 50-day MA of 168.00, and equal to the 200-day MA of 156.03, indicating a bullish trend. The MACD of 3.81 indicates Negative momentum. The RSI at 63.57 is Neutral, neither overbought nor oversold. The STOCH value of 54.09 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IWC.
IWC Peer Comparison
Comparison Results
Performance Comparison
IWC
iShares Micro-Cap ETF
181.97
70.61
63.41%
ONEQ
Fidelity Nasdaq Composite Index ETF
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PRF
Invesco FTSE RAFI US 1000 ETF
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MGC
Vanguard Mega Cap ETF
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SPYI
NEOS S&P 500 High Income ETF
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RWL
Invesco S&P 500 Revenue ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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