iShares U.S. Financial Services ETF IYG

Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IYG

Will IYG outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares US Financial Services 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.

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Portfolio Holdings IYG

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 63.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

13.70 287M
Financial Services

JPMorgan Chase & Co

13.02 273M
Financial Services

Visa Inc Class A

9.01 189M
Financial Services

Mastercard Inc Class A

6.54 137M
Financial Services

Bank of America Corp

5.14 108M
Financial Services

The Goldman Sachs Group Inc

3.84 80M
Financial Services

Wells Fargo & Co

3.57 75M
Financial Services

Morgan Stanley

3.30 69M
Financial Services

Citigroup Inc

3.13 66M
Financial Services

Charles Schwab Corp

2.35 49M
Financial Services

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