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iShares US Financial Services ETF IYG

Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IYG

Will IYG outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A sound investment process and strong management team underpin iShares US Financial Services ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

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Portfolio Holdings IYG

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 62.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

15.06 196.3 Mil
Financial Services

JPMorgan Chase & Co

11.16 145.4 Mil
Financial Services

Visa Inc Class A

9.08 118.3 Mil
Financial Services

Mastercard Inc Class A

7.96 103.8 Mil
Financial Services

Bank of America Corp

4.95 64.5 Mil
Financial Services

Wells Fargo & Co

4.20 54.7 Mil
Financial Services

S&P Global Inc

2.75 35.9 Mil
Financial Services

The Goldman Sachs Group Inc

2.56 33.4 Mil
Financial Services

American Express Co

2.53 33.0 Mil
Financial Services

BlackRock Inc

2.27 29.6 Mil
Financial Services