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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 solid gains so far this year and in recent months, indicating positive momentum in its micro-cap holdings.
Broad Sector Diversification
Holdings are spread across many sectors, including health care, financials, technology, and industrials, which helps reduce the impact of weakness in any single industry.
Multiple Strong Top Holdings
Several of the largest positions, such as Applied Digital, Energy Fuels, and Centrus Energy, have delivered strong year-to-date performance that supports the fund’s overall returns.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which can eat into long-term returns compared with lower-cost options.
Heavy U.S. Concentration
With almost all assets in U.S. stocks, the ETF offers very limited geographic diversification and is highly tied to the U.S. market.
Micro-Cap and Sector Risk
The focus on very small companies and sizable exposure to more volatile areas like health care and energy can lead to larger price swings and higher risk.
IWC vs. SPDR S&P 500 ETF (SPY)
AUM1.32B
RegionNorth America
Expense Ratio0.60%
Beta1.19
IssueriShares
Inception DateAug 12, 2005
Dividend Yield1.04%
Asset ClassEquity
Index TrackedRussell Microcap
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume161,863
30 Day Avg. Volume97,771
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
236.07Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering1294
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IWC Summary
The iShares Micro-Cap ETF (IWC) tracks the Russell Microcap Index, which focuses on very small U.S. companies across many sectors like health care, finance, and technology. Its holdings include lesser-known names such as Applied Digital Corporation and Cipher Mining, which are examples of early-stage, fast-changing businesses. Someone might invest in IWC to seek long-term growth and to diversify beyond large, well-known stocks by adding a wide basket of tiny companies. However, micro-cap stocks can be very volatile, so the ETF’s price can swing sharply and may drop 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 a clear tilt toward health care and speculative growth stories. Biotech players like Praxis Precision Medicines and Cogent Biosciences have been big swing factors, with Praxis rising recently while Cogent’s earlier surge now looks more fragile given its financial strains. Applied Digital and Cipher Mining add a crypto-adjacent, high-volatility flavor, with Applied rising and helping the fund while Cipher’s mixed performance keeps returns choppy. Energy Fuels and Centrus Energy bring a steadier, uranium-focused backdrop, offering some balance to this otherwise hyper-sensitive micro-cap mix.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Applied Digital Corporation | 1.73% | $23.07M | $9.86B | 287.27% | 54 Neutral | |
| Praxis Precision Medicines | 1.61% | $21.44M | $8.69B | 249.51% | 58 Neutral | |
| Cipher Mining | 1.10% | $14.65M | $6.49B | 170.96% | 56 Neutral | |
| Cogent Biosciences | 1.05% | $13.96M | $5.55B | 354.92% | 37 Underperform | |
| TeraWulf Inc | 1.02% | $13.56M | $6.81B | 233.88% | 50 Neutral | |
| Energy Fuels | 0.98% | $13.01M | $4.92B | 331.67% | 51 Neutral | |
| Vistance Networks | 0.87% | $11.52M | $4.25B | 277.95% | 60 Neutral | |
| Tutor Perini | 0.76% | $10.13M | $4.36B | 249.26% | 65 Neutral | |
| Celcuity | 0.70% | $9.24M | $4.84B | 711.41% | 44 Neutral | |
| Centrus Energy | 0.69% | $9.23M | $3.92B | 74.74% | 68 Neutral |
IWC Technical Analysis
Neutral
―
Price Trends
165.24
Positive
158.54
Positive
143.98
Positive
Market Momentum
0.46
Positive
47.99
Neutral
45.63
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IWC, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 169.53, equal to the 50-day MA of 165.24, and equal to the 200-day MA of 143.98, indicating a neutral trend. The MACD of 0.46 indicates Positive momentum. The RSI at 47.99 is Neutral, neither overbought nor oversold. The STOCH value of 45.63 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for IWC.
IWC Peer Comparison
Comparison Results
Performance Comparison
IWC
iShares Micro-Cap ETF
166.03
35.76
27.45%
FNDA
Schwab Fundamental US Small Co. Index ETF
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MGC
Vanguard Mega Cap ETF
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ONEQ
Fidelity Nasdaq Composite Index ETF
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PRF
Invesco FTSE RAFI US 1000 ETF
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CGUS
Capital Group Core Equity 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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