IWCiShares Micro-Cap ETF

Grow my money20y track recordRanked #677 of 2,960 in this goal

Seeks to track the investment results of an index composed of micro-capitalization U.S. equities.

By iShares · Launched 2005

Annual Cost

0.60%

#3,108 of 5,562 · average

Fund Size

$1.4B

#903 of 5,562 · large

Return (1Y)Goal

+58.5%

Track Record

20 years

#241 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$15,534+55.3%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Micro

Strategy

Index tracking

Index tracked

Russell Microcap Index

What it actually holds

By weight

Concentration

Top 10 holdings = 29.3% of fund✓ well diversified

BlackRock Funds III

20.4%

Praxis Precision Medicines, Inc.

1.4%

Applied Digital Corp.

1.2%

Cogent Biosciences, Inc.

1.1%

Cipher Mining, Inc.

1.0%

Cidara Therapeutics, Inc.

0.9%

Centrus Energy Corp.

0.9%

CommScope Holding Co., Inc.

0.8%

Terawulf, Inc.

0.7%

Terns Pharmaceuticals, Inc.

0.7%

Asset allocation

Stocks

99.8%

Cash

0.2%

By sector

Healthcare

26.8%

Technology

21.7%

Financial Services

17.6%

Industrials

13.3%

Consumer Cyclical

5.2%

Basic Materials

4.1%

Energy

4.0%

Real Estate

3.3%

Other

4.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

24.3%High

Year-on-year price swings

Max drawdown

-47.2%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.75Decent risk-adjusted returns

Sortino (3Y)

1.11Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the investment results of an index composed of micro-capitalization U.S. equities.
Strategy: Tracks the Russell Microcap Index, which measures the performance of micro-cap U.S. equities. The Fund invests primarily in securities of companies with market capitalizations from approximately $1 million to $3.2 billion, using a representative sampling strategy.
Inception date: August 12, 2005
Fund family: iShares