iShares US Financials ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
iShares U.S. Financials ETF IYF
Morningstar’s Analysis IYF
Will IYF outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 49.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Berkshire Hathaway Inc Class B | 11.85 | 445M | Financial Services |
JPMorgan Chase & Co | 11.30 | 424M | Financial Services |
Bank of America Corp | 4.20 | 158M | Financial Services |
The Goldman Sachs Group Inc | 3.76 | 141M | Financial Services |
Wells Fargo & Co | 3.73 | 140M | Financial Services |
Citigroup Inc | 3.55 | 133M | Financial Services |
Morgan Stanley | 3.45 | 129M | Financial Services |
BlackRock Inc | 2.64 | 99M | Financial Services |
Charles Schwab Corp | 2.61 | 98M | Financial Services |
Progressive Corp | 1.98 | 74M | Financial Services |