— Know what they know.
Not Investment Advice

IYG

iShares U.S. Financial Services ETF
1W: +0.9% 1M: -1.1% 3M: -1.1% YTD: -6.3% 1Y: +5.4% 3Y: +82.6% 5Y: +52.1%
$87.01
+1.10 (+1.28%)
 
Weekly Expected Move ±1.4%
$84 $85 $86 $87 $89
ETF AMEX · AUM $2.0B
Key Statistics
AUM$2.0B
Holdings99
Top 10 Wt62.1%
Volume845,955
Avg Volume124,447
Beta0.99
Portfolio Fundamentals
P/E15.9
P/B2.1
Div Yield1.55%
ROE13.7%
% Profitable90%
Inception2000-06-21
Sector Allocation
Financial Services 99.2%
Other 0.8%
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 BERKSHIRE HATHAWAY INC CLASS B BRK-B 13.45% $267.0M 546,657
2 JPMORGAN CHASE & CO JPM 12.18% $241.7M 803,768
3 VISA INC CLASS A V 8.40% $166.7M 501,153
4 MASTERCARD INC CLASS A MA 6.19% $122.8M 242,782
5 BANK OF AMERICA CORP BAC 5.05% $100.3M 1,978,109
6 GOLDMAN SACHS GROUP INC GS 4.26% $84.6M 89,412
7 MORGAN STANLEY MS 3.48% $69.1M 358,651
8 WELLS FARGO WFC 3.45% $68.6M 921,939
9 CITIGROUP INC C 3.21% $63.8M 520,950
10 AMERICAN EXPRESS AXP 2.51% $49.9M 159,656

Recent Holding Changes

Date Holding Change Details
2026-05-12 CRBG Changed 71369 → 76021
2026-05-11 CRBG Changed 37461 → 71369
2026-05-07 CRBG Changed 29326 → 37461
2026-05-05 FNB Changed 106632 → 106399
2026-05-05 BX Changed 223682 → 223193

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