Ishares Micro Cap Etf Profile
| IWC Etf | USD 138.43 1.01 0.73% |
Performance13 of 100
| Odds Of DistressLess than 9
|
IShares Micro is trading at 138.43 as of the 30th of November 2024, a 0.73 percent increase since the beginning of the trading day. The etf's open price was 137.42. IShares Micro has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for iShares Micro Cap ETF are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2024 and ending today, the 30th of November 2024. Click here to learn more.
The fund invests at least 80 percent of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index and may invest up to 20 percent 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. More on iShares Micro Cap ETF
Moving together with IShares Etf
IShares Etf Highlights
| Thematic Idea | Size And Style ETFs (View all Themes) |
| Old Name | Ishares Micro-cap Etf |
| Business Concentration | Size And Style ETFs, Small Blend, iShares (View all Sectors) |
| Issuer | iShares |
| Inception Date | 2005-08-12 |
| Benchmark | Russell Microcap(R) Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 996.57 Million |
| Average Trading Valume | 36,212.8 |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Micro Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | JPMorgan Chase Bank, N.A. |
| Advisor | BlackRock Fund Advisors |
| Custodian | JPMorgan Chase Bank, N.A. |
| Distributor | BlackRock Investments, LLC |
| Portfolio Manager | Diane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason |
| Transfer Agent | JPMorgan Chase Bank, N.A. |
| Fiscal Year End | 31-Mar |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 1,447 |
| Market Maker | Citadel |
| Total Expense | 0.6 |
| Management Fee | 0.6 |
| Country Name | USA |
| Returns Y T D | 19.44 |
| Name | iShares Micro-Cap ETF |
| Currency Code | USD |
| Open Figi | BBG000HMYVY9 |
| In Threey Volatility | 23.55 |
| 1y Volatility | 23.43 |
| 200 Day M A | 120.13 |
| 50 Day M A | 127.36 |
| Code | IWC |
| Updated At | 29th of November 2024 |
| Currency Name | US Dollar |
iShares Micro Cap ETF [IWC] is traded in USA and was established 2005-08-12. The fund is classified under Small Blend category within iShares family. The entity is thematically classified as Size And Style ETFs. iShares Micro Cap currently have 836.45 M in assets under management (AUM). , while the total return for the last year was 38.8%.
Check IShares Micro Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares Micro Cap ETF Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top iShares Micro Cap ETF Etf Constituents
| KPTI | Karyopharm Therapeutics | Stock | Health Care | |
| MRTX | Mirati Ther | Stock | Health Care | |
| RXDX | Prometheus Biosciences | Stock | Health Care | |
| OMI | Owens Minor | Stock | Health Care | |
| CSWI | CSW Industrials | Stock | Industrials | |
| LGIH | LGI Homes | Stock | Consumer Discretionary | |
| AKBA | Akebia Ther | Stock | Health Care | |
| ANAB | AnaptysBio | Stock | Health Care |
IShares Micro Top Holders
| RQEIX | Resq Dynamic Allocation | Mutual Fund | Tactical Allocation | |
| RQEAX | Resq Dynamic Allocation | Mutual Fund | Tactical Allocation | |
| RQECX | Resq Dynamic Allocation | Mutual Fund | Tactical Allocation | |
| BRSIX | Ultra Small Pany Market | Mutual Fund | Small Value | |
| JTHIX | James Alpha Total | Mutual Fund | Multistrategy | |
| JTHSX | James Alpha Total | Mutual Fund | Multistrategy | |
| RMVIX | Rbc Microcap Value | Mutual Fund | Small Value | |
| TMVAX | Rbc Microcap Value | Mutual Fund | Small Value |
iShares Micro Cap Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares Micro. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.1102 | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.05) | |||
| Sortino Ratio | 0.0524 |
IShares Micro Against Markets
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Micro Cap ETF. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in housing. You can also try the Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.
The market value of iShares Micro Cap is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares Micro's value that differs from its market value or its book value, called intrinsic value, which is IShares Micro's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares Micro's market value can be influenced by many factors that don't directly affect IShares Micro's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares Micro's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Micro is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Micro's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.