IWC
iShares Micro-Cap ETF
iShares Russell Microcap Index Fund seeks investment results that correspond to the price and yield performance of the Russell Microcap Index.
US
EQUITY
Passive
MANAGEMENT STYLE
$ 1.2 B
ASSETS UNDER MGMT
60 bp
EXPENSES
Fund Basics
| Inception date | Aug 12, 2005 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | Quarterly |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | Yes |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
Complete list +
| PRAXIS PRECISION MEDICINES INC | 1.6 % |
| APPLIED OPTOELECTRONICS INC | 1.4 % |
| APPLIED BLOCKCHAIN INC | 1.2 % |
| COGENT BIOSCIENCES INC | 1.1 % |
| TERNS PHARMACEUTICALS, INC. | 1.1 % |
| TERAWULF INC. | 1.0 % |
| CIPHER MINING INC | 0.9 % |
| ENERGY FUELS INC. | 0.9 % |
| COMMSCOPE HOLDING CO INC | 0.8 % |
| CELCUITY INC. | 0.8 % |
Constituent Breakdown
| Number of holdings | 1308 |
| Herfindahl-Hirschman Index | 156 |
| Wgt avg mkt cap (mns) | $1,021 |
| Large cap (>$10bn) | 11.6% |
| Mid cap ($2-10bn) | 74.8% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 86.9% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 83.4 % |
 |
CANADA | 1.5 % |
Historical Performance
Standardized Performance (as of 02/28/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 6.6% | 36.5% | 19.1% | 13.6% | 3.2% | 10.2% | 5.6% | 6.1% |
| Dividend Yield | 0.0% | 1.7% | 1.4% | 1.4% | 1.2% | 1.3% | 1.2% | 1.2% |
| Total Returns | 6.6% | 38.2% | 20.5% | 15.0% | 4.4% | 11.5% | 6.8% | 7.3% | Ann. Volatility | 23.7% | 26.1% | 24.7% | 24.0% | 24.7% | 24.2% | 24.9% | 24.7% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 1.08 | 64% |
| MSCI EAFE | 1.07 | 46% |
| MSCI Emg Mkts | 0.95 | 43% |
Liquidity Measures
| Avg. volume (000) | 70 |
| ADV traded (mns) | $11 |
| Turnover | 0.9% |
| Avg. Bid/Ask (% of price) | 0.34% |
Technical Indicators
| 30d moving avg. (EMA) | $162.95 |
| Relative strength (RSI) | 45 |
| MACD/Signal | -1.98/-1.73 |
| Bollinger Bands (Upper/Lower) | $169.81/$155.18 |
| Short interest (% of AUM) | 7.2% |
Distributions
Assets Under Management (mns)
Money Flows (mns)
Short Interest (as % of shares outstanding)
Long Money Flows (mns)
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. IWC |
Expenses vs. IWC |
ALTAR Score™ vs. IWC |
|---|---|---|---|---|
| BSVO | EA Bridgeway Omni Small-Cap Value ETF | 22.1% | -13 bp | +9.7% |
| GSSC | Goldman Sachs Activebeta U.S. Small Cap Equity ETF | 21.6% | -40 bp | +6.3% |
| AVSC | Avantis U.S Small Cap Equity ETF | 21.1% | -35 bp | +6.5% |
| EES | WisdomTree U.S. SmallCap Fund | 16.4% | -22 bp | +10.4% |
| IWN | iShares Russell 2000 Value ETF | 16.1% | -36 bp | +6.5% |
| VTWV | Vanguard Russell 2000 Value ETF | 16.0% | -50 bp | +6.7% |
| DWAS | Invesco Dorsey Wright SmallCap Momentum ETF | 15.1% | 0 bp | +0.8% |
| RSSL | Global X Russell 2000 ETF | 13.6% | -52 bp | +4.7% |
| IWM | iShares Russell 2000 ETF | 13.3% | -41 bp | +4.6% |
| AVUV | Avantis U.S. Small Cap Value ETF | 12.5% | -35 bp | +10.3% |
Risk and Returns: IWC vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 4/2/2026
Peer Group Comparison Sample data. Subscribe for access.
Price-to-Earnings
Price-to-Sales
Price-to-Book Value
Price-to-Cash Flow
Price-to-Growth
Dividend Yield
Historical Valuation Trends Sample data. Subscribe for access.
SHOWING:
Price-to-Earnings
Price-to-Earnings
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
-1.2%
ALTAR SCORE™
1st
PERCENTILE
AVOID
ETFRC RATING
There are 1,197 funds in the US Equity category with an average
ALTAR Score™ of 5.7% and a standard deviation
of 2.1%. IWC's ALTAR Score™ is approximately -3.3 standard
deviations above the category average. This places IWC in the 1st percentile
among funds in the category.
Sell-Side Consensus
$216.73
PRICE TARGET
+35.0%
UPSIDE