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iShares US Financials ETF IYF

Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IYF

Will IYF 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 Financials ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

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Portfolio Holdings IYF

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 46.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

12.92 387.3 Mil
Financial Services

JPMorgan Chase & Co

9.81 294.2 Mil
Financial Services

Bank of America Corp

4.55 136.3 Mil
Financial Services

Wells Fargo & Co

3.75 112.3 Mil
Financial Services

The Goldman Sachs Group Inc

2.96 88.9 Mil
Financial Services

S&P Global Inc

2.93 87.9 Mil
Financial Services

Progressive Corp

2.54 76.1 Mil
Financial Services

Citigroup Inc

2.40 72.1 Mil
Financial Services

BlackRock Inc

2.37 70.9 Mil
Financial Services

Morgan Stanley

2.35 70.5 Mil
Financial Services