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.
iShares U.S. Financial Services ETF IYG
Morningstar’s Analysis IYG
Will IYG outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 |