(IWC) Micro-Cap - Overview

ETF Category: Small Blend | Exchange: NYSE (USA) | Market Cap: 1.380m USD | Total Return: 47.1% in 12m

Micro-Cap Stocks, Futures, Options, Swaps
Total Rating 78
Safety 52
Buy Signal -0.03
Small Blend
Category Rotation: -3.6
TER: 0.60%
AUM: 1.38B
Avg Turnover: 15.8M
Risk 3d forecast
Volatility33.5%
VaR 5th Pctl5.96%
VaR vs Median-1.08%
Reward TTM
Sharpe Ratio1.58
Rel. Str. IBD75.2
Rel. Str. Peer Group91.2
Character TTM
Beta1.275
Beta Downside1.295
Hurst Exponent0.476
Drawdowns 3y
Max DD29.46%
CAGR/Max DD0.67
CAGR/Mean DD3.28

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: IWC Micro-Cap

The iShares Micro-Cap ETF (IWC) tracks the investment results of an index composed of micro-cap equities in the United States. To achieve this, the fund allocates at least 80% of its assets to the underlying index components, with the remaining 20% available for derivatives, cash equivalents, and non-index securities that support tracking performance.

Micro-cap companies represent the smallest tier of public equities, often characterized by lower trading liquidity and higher volatility compared to large-cap stocks. This segment typically includes early-stage businesses or niche operators that may offer higher growth potential but lack the diversified revenue streams of established corporations.

For a detailed breakdown of the fundamental metrics within this portfolio, consider reviewing the data on ValueRay. Investors often use micro-cap ETFs to gain exposure to the domestic economys tail end, where mergers and acquisitions are more frequent drivers of valuation changes.

Headlines to Watch Out For
  • Interest rate cuts lower borrowing costs for capital-intensive micro-cap companies
  • Domestic economic growth drives revenue for small-scale US-centric businesses
  • Risk-on market sentiment increases investor allocation to high-beta equity segments
  • Tightening credit conditions restrict financing access for non-earning index constituents
What is the price of IWC shares?

As of June 09, 2026, the stock is trading at USD 183.84 with a total of 85,004 shares traded.
Over the past week, the price has changed by -4.01%, over one month by -0.99%, over three months by +11.97% and over the past year by +47.07%.

Is IWC a buy, sell or hold?

Micro-Cap has no consensus analysts rating.