Morningstar

iShares Micro-Cap ETF IWC

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IWC

Will IWC outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IWC’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IWC management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of IWC’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares Micro-Cap ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings IWC

More IWC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CareDx Inc

0.83 10M
Healthcare

Penguin Solutions Inc

0.73 9M
Technology

Nurix Therapeutics Inc Ordinary Shares

0.59 7M
Healthcare

Interface Inc

0.53 7M
Consumer Cyclical

SELLAS Life Sciences Group Inc

0.51 6M
Healthcare

Viridian Therapeutics Inc

0.48 6M
Healthcare

Ouster Inc Ordinary Shares - Class A

0.48 6M
Technology

Strive Inc Class A

0.46 6M
Financial Services

Xeris Biopharma Holdings Inc

0.45 5M
Healthcare

Porch Group Inc Ordinary Shares - Class A

0.45 5M
Financial Services

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