— Know what they know.
Not Investment Advice

IYG

iShares U.S. Financial Services ETF
1W: -2.6% 1M: -6.8% 3M: -4.6% YTD: -2.9% 1Y: +2.0% 3Y: +80.2% 5Y: +50.8%
$90.17
+0.18 (+0.20%)
 
Weekly Expected Move ±1.7%
$87 $89 $90 $92 $93
ETF AMEX · AUM $2.1B
Key Statistics
AUM$2.1B
Holdings97
Top 10 Wt63.7%
Volume81,447
Avg Volume95,400
Beta0.97
Portfolio Fundamentals
P/E15.0
P/B2.2
Div Yield1.54%
ROE15.1%
% Profitable93%
Inception2000-06-21
Sector Allocation
Financial Services 99.9%
Other 0.1%
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 BERKSHIRE HATHAWAY INC CLASS B BRK-B 13.56% $287.5M 571,500
2 JPMORGAN CHASE & CO JPM 12.95% $274.6M 815,688
3 VISA CLASS A V 9.07% $192.3M 522,922
4 MASTERCARD CLASS A MA 6.65% $141.0M 248,127
5 BANK OF AMERICA BAC 5.22% $110.7M 1,995,581
6 GOLDMAN SACHS GROUP GS 3.86% $81.9M 89,350
7 WELLS FARGO WFC 3.54% $75.0M 927,941
8 MORGAN STANLEY MS 3.35% $70.9M 366,275
9 CITIGROUP C 3.19% $67.6M 514,735
10 AMERICAN EXPRESS AXP 2.34% $49.5M 161,634

Recent Holding Changes

Date Holding Change Details
2026-09-28 JEF Changed 46663 → 46966
2026-09-28 COF Changed 187036 → 188254
2026-09-28 SF Changed 46037 → 46337
2026-09-28 FCFS Changed 12165 → 12243
2026-09-28 FCNCA Changed 2697 → 2715

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