IWC stock icon

iShares Micro-Cap ETF
IWC

$126.54
2.19%

Market Cap: $930M

0
Funds holding %
of 6,710 funds
–
Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

0% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]

3% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 64

1% less funds holding

Funds holding: 203 [Q1] → 200 (-3) [Q2]

2.28% less ownership

Funds ownership: 54.58% [Q1] → 52.3% (-2.28%) [Q2]

13% less capital invested

Capital invested by funds: $502M [Q1] → $435M (-$67.4M) [Q2]

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

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Research analyst outlook

We haven’t received any recent analyst ratings for IWC.

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Financial journalist opinion

Negative
Seeking Alpha
1 month ago
Understanding And Investing In U.S. Micro Caps: Why Choose IWC?
The iShares Micro-Cap ETF provides passive exposure to U.S. micro-cap stocks, minimizing the risks associated with individual stock picking. Despite the underperformance, IWC provides diversification and, in my opinion, the potential for alpha in the future in the micro-cap market. The lowering of the Fed's interest rates has become inevitable, and this could create value in the micro-cap segment.
Understanding And Investing In U.S. Micro Caps: Why Choose IWC?
Neutral
Zacks Investment Research
2 months ago
Inflation Cools in June, Triggers Spike in Laggard ETFs
June inflation data has deepened the market's confidence that the Fed would begin cutting interest rates in September, leading to a sector rotation from the hot technology sector to the laggards that could benefit from falling rates like industrials and small caps.
Inflation Cools in June, Triggers Spike in Laggard ETFs
Negative
Seeking Alpha
3 months ago
iShares Micro-Cap ETF: Structural Underperformance To Avoid
IWC invests across a portfolio of the smallest US publicly traded companies. The fund has underperformed historically and is lagging during the current bull market. Micro-cap stocks are important, but IWC's strategy fails to impress.
iShares Micro-Cap ETF: Structural Underperformance To Avoid
Positive
Seeking Alpha
6 months ago
IWC: If It's A Bull Market, Micro Is Next
The current bull market has been driven by large-cap momentum, but if you believe small-caps will lead the next phase, consider investing in the iShares Micro-Cap ETF. IWC provides exposure to micro-cap stocks, which have the potential for significant returns but also come with higher risks due to their smaller size and limited resources. The fund holds a diversified portfolio of about 1,500 micro-cap stocks, with the biggest allocation in the healthcare sector.
IWC: If It's A Bull Market, Micro Is Next
Positive
Seeking Alpha
7 months ago
January FOMC Meeting Review: The 'Fed-Amental' Attribution Error
The Federal Reserve kept rates steady and maintained a hawkish stance toward inflation while acknowledging an outstanding economy and progress in vanquishing inflationary pressure. Expectations for rate cuts in March were dampened by a change in statement language and Powell's comments in the press conference.
January FOMC Meeting Review: The 'Fed-Amental' Attribution Error
Negative
Seeking Alpha
9 months ago
IWC: Passive Investing Lags In Microcaps
Microcap investing can lead to extraordinary returns, but retail investors are at a disadvantage due to lack of information and coverage. The iShares Micro-Cap ETF suffers from this information disadvantage and has modest long-term returns. Investors should seek professional advice from experts like the Royce Micro-Cap Trust, which has outperformed the IWC ETF on all time frames.
IWC: Passive Investing Lags In Microcaps
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