— Know what they know.
Not Investment Advice

IYF

iShares U.S. Financials ETF
1W: +0.7% 1M: -1.2% 3M: -1.6% YTD: -4.8% 1Y: +6.4% 3Y: +84.1% 5Y: +62.4%
$123.79
+0.39 (+0.32%)
 
Weekly Expected Move ±1.5%
$118 $120 $122 $124 $125
ETF AMEX · AUM $3.5B
Key Statistics
AUM$3.5B
Holdings142
Top 10 Wt48.8%
Volume76,051
Avg Volume377,809
Beta0.92
Portfolio Fundamentals
P/E14.4
P/B1.8
Div Yield1.94%
ROE12.7%
% Profitable89%
Inception2000-05-26
Sector Allocation
Financial Services 98.8%
Real Estate 0.6%
Technology 0.3%
Other 0.2%
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 BERKSHIRE HATHAWAY INC CLASS B BRK-B 11.19% $393.8M 818,976
2 JPMORGAN CHASE & CO JPM 10.51% $369.8M 1,224,561
3 BANK OF AMERICA CORP BAC 4.54% $159.7M 3,117,495
4 GOLDMAN SACHS GROUP INC GS 4.49% $157.9M 160,735
5 WELLS FARGO WFC 3.68% $129.6M 1,709,593
6 MORGAN STANLEY MS 3.67% $129.3M 653,585
7 CITIGROUP INC C 3.54% $124.6M 998,518
8 BLACKROCK INC BLK 2.63% $92.4M 87,896
9 CHARLES SCHWAB CORP SCHW 2.46% $86.7M 962,077
10 S&P GLOBAL INC SPGI 2.07% $72.8M 174,638

Recent Holding Changes

Date Holding Change Details
2026-05-22 CRCL Changed 65491 → 65377
2026-05-22 MMC Changed 280348 → 279859
2026-05-22 CBOE Changed 60466 → 60360
2026-05-22 CRBG Changed 159192 → 158914
2026-05-22 BAC Changed 3122945 → 3117495

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