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IWC - ETF AI Analysis
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iShares Micro-Cap ETF (IWC)
Rating:57Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains so far this year, reflecting positive momentum in its holdings.
Sector Diversification
The fund is spread across multiple sectors, including Health Care, Financials, and Technology, reducing reliance on any single industry.
Healthy Asset Base
With over $1 billion in assets under management, the ETF has a stable investor base and sufficient liquidity.
Negative Factors
High Geographic Concentration
Nearly all of the fund’s exposure is in U.S. companies, limiting diversification across global markets.
Relatively High Expense Ratio
The ETF charges a higher fee compared to many broad-market funds, which could eat into long-term returns.
Small-Cap Volatility
The focus on micro-cap stocks increases risk due to their higher sensitivity to market fluctuations and economic conditions.
IWC vs. SPDR S&P 500 ETF (SPY)
AUM1.07B
RegionNorth America
Expense Ratio0.60%
Beta1.20
IssueriShares
Inception DateAug 12, 2005
Dividend Yield0.86%
Asset ClassEquity
Index TrackedRussell Microcap
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume36,578
30 Day Avg. Volume43,517
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
220.02Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering1310
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IWC Summary
The iShares Micro-Cap ETF (Ticker: IWC) is an investment fund that focuses on very small U.S. companies, often referred to as micro-cap stocks. It follows the Russell Microcap Index, which includes a wide range of industries such as healthcare, technology, and financials. Some of its top holdings include Applied Digital Corporation and Centrus Energy. This ETF might appeal to investors looking for growth opportunities in emerging businesses and wanting to diversify their portfolio with smaller companies that could have significant upside potential. However, new investors should be aware that micro-cap stocks can be highly volatile, meaning their prices can go up and down quickly, making this a riskier investment option.
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
The iShares Micro-Cap ETF (IWC) leans heavily into health care and financial sectors, which together make up nearly half of its portfolio. Rising names like Cidara Therapeutics are giving the fund a boost, thanks to strong momentum and promising developments in its pipeline. However, lagging stocks such as Applied Digital Corporation and Energy Fuels are holding back performance with bearish trends and operational inefficiencies. With its exclusive focus on U.S.-based micro-cap companies, the ETF is a high-risk, high-reward play on emerging businesses that are still finding their footing.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Applied Digital Corporation | 1.49% | $15.91M | $8.70B | 192.60% | 56 Neutral | |
| Cogent Biosciences | 1.20% | $12.81M | $5.90B | 336.11% | 37 Underperform | |
| Praxis Precision Medicines | 1.14% | $12.18M | $6.20B | 255.03% | 61 Neutral | |
| Cipher Mining | 1.14% | $12.15M | $7.62B | 171.17% | 56 Neutral | |
| Centrus Energy | 0.93% | $9.96M | $4.85B | 240.06% | 69 Neutral | |
| TeraWulf Inc | 0.92% | $9.78M | $6.08B | 78.57% | 57 Neutral | |
| CommScope Holding | 0.91% | $9.73M | $4.25B | 261.02% | 60 Neutral | |
| Cidara Therapeutics | 0.76% | $8.10M | $6.93B | 828.61% | 61 Neutral | |
| Energy Fuels | 0.75% | $7.97M | $3.70B | 133.33% | 51 Neutral | |
| Celcuity | 0.69% | $7.41M | $4.89B | 703.27% | 44 Neutral |
IWC Technical Analysis
Positive
―
Price Trends
153.18
Positive
146.22
Positive
131.78
Positive
Market Momentum
1.91
Negative
62.08
Neutral
95.17
Negative
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 152.10, equal to the 50-day MA of 153.18, and equal to the 200-day MA of 131.78, indicating a bullish trend. The MACD of 1.91 indicates Negative momentum. The RSI at 62.08 is Neutral, neither overbought nor oversold. The STOCH value of 95.17 is Negative, 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
160.26
24.17
17.76%
PBUS
Invesco PureBeta MSCI USA ETF
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―
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ONEQ
Fidelity Nasdaq Composite Index ETF
―
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SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
―
―
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MGC
Vanguard Mega Cap ETF
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―
―
FNDA
Schwab Fundamental US Small Co. Index 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.
Disclaimer
This 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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