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Upturn AI SWOT - About
iShares Micro-Cap ETF (IWC)
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Upturn Advisory Summary
07/29/2025: IWC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -3.83% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.14 | 52 Weeks Range 95.00 - 138.89 | Updated Date 06/29/2025 |
52 Weeks Range 95.00 - 138.89 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Micro-Cap ETF
ETF Overview
Overview
The iShares Micro-Cap ETF (IWC) seeks to track the investment results of an index composed of micro-capitalization U.S. equities. It provides exposure to a broad range of small companies, offering diversification within the micro-cap market segment.
Reputation and Reliability
BlackRock is a leading global investment management firm with a strong reputation and a long track record of managing ETFs.
Management Expertise
BlackRock has a team of experienced portfolio managers and analysts who specialize in managing various types of investment strategies, including micro-cap equity portfolios.
Investment Objective
Goal
To track the investment results of an index composed of micro-capitalization U.S. equities.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, aiming to replicate the performance of the Russell Microcap Index.
Composition The ETF primarily holds stocks of micro-capitalization companies listed on U.S. exchanges.
Market Position
Market Share: IWCu2019s market share in the micro-cap ETF sector is significant, but there are other competitors.
Total Net Assets (AUM): 1300000000
Competitors
Key Competitors
- PIMCO RAFI US Small Company (PXSC)
- Invesco S&P SmallCap Momentum ETF (XSMO)
Competitive Landscape
The micro-cap ETF market is competitive, with several providers offering similar exposure. IWC benefits from BlackRock's brand and size, which gives it a liquidity advantage. Competitors may offer different weighting methodologies or expense ratios, potentially appealing to different investor preferences.
Financial Performance
Historical Performance: Historical performance data is available from iShares and financial data providers.
Benchmark Comparison: The ETF's performance is typically compared to the Russell Microcap Index. Tracking error measures how closely the ETF replicates the index performance.
Expense Ratio: 0.69
Liquidity
Average Trading Volume
IWC exhibits moderate to high liquidity, which allows investors to buy and sell shares without significantly impacting the price.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the ETF's liquid nature and relatively low transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards small-cap stocks all influence the performance of IWC. Sector-specific trends within the micro-cap universe also play a role.
Growth Trajectory
Growth trajectory is subject to market conditions and investor demand for micro-cap exposure. Changes to strategy and holdings occur periodically to maintain alignment with the underlying index.
Moat and Competitive Advantages
Competitive Edge
IWC's competitive edge stems from its established presence in the market, the brand recognition of BlackRock, and its relatively high liquidity. This makes it a preferred choice for investors seeking broad exposure to the micro-cap segment. The ETF's passive management approach aims to replicate the Russell Microcap Index, providing a transparent and cost-effective solution. However, its higher expense ratio compared to some competitors could be a disadvantage. Finally, Blackrock's large size can allow it better negotiating power to keep trading costs lower.
Risk Analysis
Volatility
Micro-cap stocks are generally more volatile than large-cap stocks, leading to higher volatility for IWC.
Market Risk
IWC is exposed to market risk, including the risk of declines in the overall stock market and the risk of underperformance of micro-cap stocks relative to other market segments.
Investor Profile
Ideal Investor Profile
IWC is suitable for investors seeking diversified exposure to micro-cap stocks for long-term capital appreciation. Investors should have a high-risk tolerance and be comfortable with the potential for significant price fluctuations.
Market Risk
IWC is best suited for long-term investors with a diversified portfolio. It can be used to complement existing large-cap or mid-cap holdings and gain exposure to a different part of the market capitalization spectrum.
Summary
The iShares Micro-Cap ETF (IWC) offers broad exposure to the micro-cap segment of the U.S. equity market, tracking the Russell Microcap Index. Managed by BlackRock, it benefits from high liquidity and a well-established brand. However, its higher expense ratio compared to some competitors and the inherent volatility of micro-cap stocks are important considerations. This ETF suits long-term investors with high-risk tolerance looking to diversify their portfolios.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- Morningstar
- Bloomberg
- FactSet
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment involves risk, including the potential loss of principal.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Micro-Cap ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its assets in the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying index.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.