IWC
+20.08 · +13.77%
$165.87 · NYSE ARCA

iShares Micro-Cap ETF (IWC) ETF Analysis | Small Blend

iShares · United States
AUM:$1.3B
#– of – in Small Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 40.1% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.60% — moderate cost. Consider how fees compound over long holding periods.

What is IWC?

The fund generally will invest at least 80% of its assets in the component securities of its underlying index and may invest up to 20% 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.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
IWC delivered 40.1% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.60%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 10.7% of the ETF — exposure spread across many positions.
ETF Information
AUM$1.3B
Expense Ratio0.60%
Dividend Yield1.04%
Holdings1,283
Inception DateAug 2005
DomicileUnited States
DistributionNA
Index–
ProvideriShares
Beta1.38
CategorySmall Blend
CurrencyUSD
Portfolio Impact

How would IWC affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+16.1%
1Y
+37.1%
3Y
+87.4%
5Y
+38.5%
OpenBook InsightIf you had invested £10,000 in IWC 5 years ago, it would have grown to £13,855 — a gain of £3,855.

Annual Returns

Calendar year performance

IWC delivered positive returns in 4 of the last 5 calendar years.
YearIWC
2026 YTD+23.1%
2025+22.3%
2024+14.3%
2023+9.8%
2022-23.4%
CAGR 4yr+4.2%
4/5 positive yearsAvg return: +9.2%Worst year: -23.4% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
18.7%
Low
Momentum
+3.0%
30-day change
Support Level
192.88
Key floor
Key Insights
  • Monitor key support and resistance levels as part of broader risk assessment.