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iShares Micro-Cap ETF (IWC)
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Upturn Advisory Summary
11/05/2025: 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 11.37% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/05/2025 |
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 the Russell Microcap Index, which measures the performance of the micro-cap sector of the U.S. equity market. It provides exposure to a broad range of small and emerging companies.
Reputation and Reliability
BlackRock is a well-established and reputable asset manager with a strong track record.
Management Expertise
BlackRock has extensive experience managing a wide range of ETFs and investment products.
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 U.S. micro-cap companies.
Market Position
Market Share: IWC holds a significant portion of the micro-cap ETF market.
Total Net Assets (AUM): 2990000000
Competitors
Key Competitors
- Vanguard Russell 2000 ETF (VTWO)
- SPDR S&P 600 Small Cap ETF (SPSM)
- First Trust Small Cap Growth AlphaDEX Fund (FTC)
Competitive Landscape
The micro-cap ETF market includes several competitors with varying strategies and expense ratios. IWC's advantages include its broad market coverage and the reputation of its issuer, BlackRock. Potential disadvantages might include higher expense ratios compared to some competitors or differences in tracking error.
Financial Performance
Historical Performance: Historical performance is dependent on market conditions and should be viewed with a longer timeframe.
Benchmark Comparison: The ETF's performance closely tracks the Russell Microcap Index.
Expense Ratio: 0.25
Liquidity
Average Trading Volume
IWC exhibits moderate liquidity, with an average daily trading volume suitable for most investors.
Bid-Ask Spread
The bid-ask spread for IWC is generally tight, reflecting its decent liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards small and micro-cap stocks influence IWC's performance.
Growth Trajectory
IWC's growth is tied to the overall performance of the micro-cap sector, with potential for higher growth during periods of economic expansion and increased risk during economic downturns.
Moat and Competitive Advantages
Competitive Edge
IWC benefits from BlackRock's established brand and extensive distribution network. Its strategy of tracking the Russell Microcap Index offers broad exposure to the micro-cap market. The ETF's significant AUM gives it economies of scale and liquidity. IWC's long track record provides investors with confidence and familiarity. However, its expense ratio could be a disadvantage compared to some competitors.
Risk Analysis
Volatility
Micro-cap stocks are generally more volatile than large-cap stocks, making IWC a relatively volatile ETF.
Market Risk
IWC is susceptible to market risk, particularly related to economic conditions and investor sentiment towards small and micro-cap companies.
Investor Profile
Ideal Investor Profile
IWC is suitable for investors seeking exposure to the micro-cap segment of the U.S. equity market, who are comfortable with higher volatility and have a long-term investment horizon.
Market Risk
IWC is best suited for long-term investors seeking diversification and potential growth from the micro-cap sector.
Summary
The iShares Micro-Cap ETF (IWC) offers broad exposure to the micro-cap sector of the U.S. equity market by tracking the Russell Microcap Index. Managed by BlackRock, it benefits from the issuer's reputation and extensive resources. While micro-cap stocks are inherently volatile, IWC provides a way for investors to access this segment of the market with reasonable liquidity and a moderate expense ratio. It's best suited for long-term investors seeking potential growth and diversification. However, investors should be aware of the risks associated with investing in smaller companies.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares Official Website
- Morningstar
- ETF Database
- Company Filings
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market data is subject to change.
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.