iShares U.S. Financial Services ETF IYG

Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IYG

Will IYG outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares US Financial Services ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings IYG

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 63.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co

12.67 274M
Financial Services

Berkshire Hathaway Inc Class B

12.46 269M
Financial Services

Visa Inc Class A

8.35 180M
Financial Services

Mastercard Inc Class A

6.13 132M
Financial Services

Bank of America Corp

5.53 119M
Financial Services

The Goldman Sachs Group Inc

4.45 96M
Financial Services

Wells Fargo & Co

3.72 80M
Financial Services

Morgan Stanley

3.61 78M
Financial Services

Citigroup Inc

3.10 67M
Financial Services

American Express Co

2.65 57M
Financial Services

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