— Know what they know.
Not Investment Advice

IYG

iShares U.S. Financial Services ETF
1W: +0.6% 1M: -0.9% 3M: -1.5% YTD: -6.1% 1Y: +6.2% 3Y: +85.1% 5Y: +50.0%
$87.55
+0.35 (+0.40%)
 
Weekly Expected Move ±1.4%
$84 $85 $86 $87 $89
ETF AMEX · AUM $2.0B
Key Statistics
AUM$2.0B
Holdings100
Top 10 Wt62.4%
Volume80,166
Avg Volume135,311
Beta0.99
Portfolio Fundamentals
P/E16.1
P/B2.1
Div Yield1.54%
ROE13.7%
% Profitable91%
Inception2000-06-21
Sector Allocation
Financial Services 99.8%
Other 0.2%
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 BERKSHIRE HATHAWAY INC CLASS B BRK-B 13.26% $257.7M 535,866
2 JPMORGAN CHASE & CO JPM 12.24% $237.9M 787,901
3 VISA INC CLASS A V 8.36% $162.5M 491,262
4 MASTERCARD INC CLASS A MA 6.10% $118.5M 237,994
5 BANK OF AMERICA CORP BAC 5.11% $99.3M 1,939,067
6 GOLDMAN SACHS GROUP INC GS 4.43% $86.1M 87,648
7 MORGAN STANLEY MS 3.58% $69.5M 351,568
8 WELLS FARGO WFC 3.52% $68.5M 903,741
9 CITIGROUP INC C 3.28% $63.7M 510,672
10 AMERICAN EXPRESS AXP 2.49% $48.5M 156,506

Recent Holding Changes

Date Holding Change Details
2026-05-22 V Changed 501153 → 491262
2026-05-22 BK Changed 205171 → 201121
2026-05-22 HOOD Changed 235607 → 230954
2026-05-22 TROW Changed 65578 → 64282
2026-05-22 CME Changed 107498 → 105374

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