IWC - ETF AI Analysis
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iShares Micro-Cap ETF (IWC)
IWC, the iShares Micro-Cap ETF, has a mixed but generally moderate overall rating, driven by a blend of stronger and weaker small-company holdings. Higher-quality positions like CareDx (CDNA) and Interface (TILE), which show solid financial performance, revenue growth, and positive earnings calls, help support the fund’s quality, while weaker names such as SELLAS Life Sciences (SLS), Ouster (OUST), and Xeris Pharmaceuticals (XERS) face profitability, cash flow, and valuation challenges that weigh on the rating. The main risk factor is the ETF’s focus on micro-cap stocks, which tend to be more volatile and financially fragile, making the fund more sensitive to company-specific setbacks and market conditions.
IWC vs. SPDR S&P 500 ETF (SPY)
- AUM
- 1.23B
- Region
- North America
- Expense Ratio
- 0.60%
- Beta
- 1.23
- Issuer
- iShares
- Inception Date
- Aug 12, 2005
- Dividend Yield
- 0.80%
- Asset Class
- Equity
- Index Tracked
- Russell Microcap
IWC Summary
The iShares Micro-Cap ETF (IWC) invests in very small U.S. companies and follows the Russell Microcap Index. It spreads money across many sectors, including health care, financials, and technology, with holdings like Bandwidth and Interface. Someone might consider IWC if they want growth potential from younger, smaller businesses and extra diversification beyond the usual large, well-known stocks. However, because these micro-cap companies are tiny and more fragile, the ETF’s price can be very volatile and may move up and down more sharply than the overall stock 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 a pure U.S. micro-cap play, and its story is being written mostly by nimble health care and tech names. CareDx and Hyperliquid Strategies are rising and helping to pull the fund higher, while Strive and Innodata add steady support with improving growth narratives. On the flip side, Ouster and Viridian Therapeutics have been more mixed to lagging, occasionally acting like sandbags on performance as profitability questions linger. With no single giant in charge, the ETF spreads its bets across many tiny innovators, but health care and tech clearly sit in the driver’s seat.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 CDNA | CareDx | 0.89% | $11.04M | $3.58B | 365.70% | 77Outperform |
 PENG | Penguin Solutions | 0.72% | $8.94M | $3.52B | 167.06% | 61Neutral |
 NRIX | Nurix Therapeutics | 0.61% | $7.59M | $2.84B | 149.71% | 54Neutral |
 SLS | SELLAS Life Sciences Group | 0.60% | $7.43M | $2.42B | 535.60% | 43Neutral |
 VRDN | Viridian Therapeutics | 0.57% | $7.04M | $2.54B | -4.20% | 60Neutral |
 TILE | Interface | 0.51% | $6.24M | $2.06B | 24.36% | 72Outperform |
 ASST | Strive Inc | 0.57% | $7.03M | $3.41B | 85.24% | ―― |
 OUST | Ouster | 0.49% | $6.11M | $2.19B | -3.96% | 45Neutral |
 XERS | Xeris Pharmaceuticals | 0.46% | $5.63M | $2.03B | 18.78% | 46Neutral |
 PRCH | Porch Group | 0.46% | $5.70M | $2.06B | 19.94% | 57Neutral |
IWC Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IWC, the sentiment is Negative. The current price of 177.91 is below the 20-day moving average (MA) of 182.10, below the 50-day MA of 189.26, and below the 200-day MA of 180.49, indicating a bearish trend. The MACD of -3.78 indicates Positive momentum. The RSI at 39.17 is Neutral, neither overbought nor oversold. The STOCH value of 32.19 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IWC.
IWC Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| IWC | $177.91 | $181.00(1.74% Upside) | $1.23B | 0.60% | 58Neutral |
 BBUS | $139.51 | $170.62(22.30% Upside) | $9.58B | 0.02% | 73Outperform |
 JQUA | $76.32 | $89.20(16.87% Upside) | $9.36B | 0.12% | 73Outperform |
 VONE | $349.28 | $430.18(23.16% Upside) | $9.12B | 0.06% | 73Outperform |
 TCAF | $43.64 | $53.27(22.08% Upside) | $8.43B | 0.31% | 69Neutral |
 FELC | $43.76 | $52.66(20.33% Upside) | $8.76B | 0.18% | 74Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| IWC | iShares Micro-Cap ETF | 177.91 | 24.17 | 15.73% | |
| BBUS | JP Morgan Betabuilders U.S. Equity ETF | 139.51 | 19.10 | 15.87% | |
| JQUA | JPMorgan U.S. Quality Factor ETF | 76.32 | 14.01 | 22.48% | |
| VONE | Vanguard Russell 1000 ETF | 349.28 | 47.57 | 15.77% | |
| TCAF | T. Rowe Price Capital Appreciation Equity ETF | 43.64 | 5.43 | 14.22% | |
| FELC | Fidelity Enhanced Large Cap Core ETF | 43.76 | 6.69 | 18.05% |
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.