— Know what they know.
Not Investment Advice

IYF

iShares U.S. Financials ETF
1W: +2.6% 1M: +6.9% 3M: +10.2% YTD: +5.5% 1Y: +10.7% 3Y: +79.8% 5Y: +81.5%
$136.71
+1.54 (+1.14%)
 
Weekly Expected Move ±1.9%
$129 $132 $134 $137 $139
ETF AMEX · AUM $4.7B
Key Statistics
AUM$4.7B
Holdings142
Top 10 Wt48.7%
Volume93,250
Avg Volume295,980
Beta0.82
Portfolio Fundamentals
P/E15.9
P/B2.0
Div Yield1.78%
ROE12.8%
% Profitable89%
Inception2000-05-26
Sector Allocation
Financial Services 99.1%
Real Estate 0.5%
Technology 0.3%
Other 0.1%
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 JPMORGAN CHASE & CO JPM 11.33% $518.9M 1,468,990
2 BERKSHIRE HATHAWAY INC CLASS B BRK-B 11.03% $505.2M 1,020,783
3 BANK OF AMERICA CORP BAC 4.75% $217.6M 3,507,307
4 GOLDMAN SACHS GROUP INC GS 3.90% $178.4M 168,136
5 WELLS FARGO WFC 3.83% $175.6M 2,035,071
6 MORGAN STANLEY MS 3.53% $161.6M 753,324
7 CITIGROUP INC C 3.37% $154.2M 1,166,863
8 CHARLES SCHWAB CORP SCHW 2.55% $116.8M 1,145,338
9 BLACKROCK INC BLK 2.47% $113.0M 106,998
10 CHUBB 0VQD.L 1.94% $88.7M 246,599

Recent Holding Changes

Date Holding Change Details
2026-07-28 RKT Changed 687558 → 683554
2026-07-28 KKR Changed 483362 → 480546
2026-07-28 TFC Changed 879271 → 874151
2026-07-28 USB Changed 1097549 → 1091157
2026-07-28 BLSH Changed 18324 → 18216

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms