— Know what they know.
Not Investment Advice

IYF

iShares U.S. Financials ETF
1W: -2.5% 1M: -7.2% 3M: -5.7% YTD: -2.8% 1Y: +1.3% 3Y: +74.2% 5Y: +60.6%
$126.07
+0.04 (+0.03%)
 
Weekly Expected Move ±1.6%
$122 $124 $126 $128 $130
ETF AMEX · AUM $4.1B
Key Statistics
AUM$4.1B
Holdings142
Top 10 Wt49.0%
Volume238,242
Avg Volume370,923
Beta0.82
Portfolio Fundamentals
P/E13.3
P/B1.8
Div Yield1.96%
ROE13.9%
% Profitable93%
Inception2000-05-26
Sector Allocation
Financial Services 98.5%
Technology 0.7%
Real Estate 0.6%
Other 0.2%
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 BERKSHIRE HATHAWAY INC CLASS B BRK-B 11.78% $443.0M 880,560
2 JPMORGAN CHASE & CO JPM 11.31% $425.4M 1,263,740
3 BANK OF AMERICA BAC 4.21% $158.3M 2,854,616
4 GOLDMAN SACHS GROUP GS 3.77% $141.6M 154,581
5 WELLS FARGO WFC 3.70% $139.2M 1,722,565
6 CITIGROUP C 3.54% $133.1M 1,013,771
7 MORGAN STANLEY MS 3.49% $131.3M 678,142
8 BLACKROCK BLK 2.63% $99.0M 92,377
9 CHARLES SCHWAB SCHW 2.59% $97.2M 988,951
10 PROGRESSIVE PGR 1.97% $74.0M 353,455

Recent Holding Changes

Date Holding Change Details
2026-09-30 BEN Changed 172108 → 163244
2026-09-30 NTRS Changed 115817 → 109865
2026-09-30 ORI Changed 143737 → 136345
2026-09-30 NU Changed 2211814 → 2098022
2026-09-30 FHB Changed 77075 → 73107

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