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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 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.

Strength in iShares Micro-Cap ETF's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
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 7.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Modine Manufacturing Co

1.21 10.4 Mil
Consumer Cyclical

Sterling Infrastructure Inc

0.80 6.9 Mil
Industrials

Crinetics Pharmaceuticals Inc

0.75 6.5 Mil
Healthcare

Cleanspark Inc

0.73 6.3 Mil
Financial Services

Uranium Energy Corp

0.71 6.1 Mil
Energy

IDEAYA Biosciences Inc

0.70 6.1 Mil
Healthcare

Alpine Immune Sciences Inc

0.63 5.4 Mil
Healthcare

Rhythm Pharmaceuticals Inc

0.55 4.7 Mil
Healthcare

Vera Therapeutics Inc Class A

0.49 4.2 Mil
Healthcare

The GEO Group Inc

0.47 4.1 Mil
Industrials