iShares U.S. Financials ETF IYF

Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IYF

Will IYF 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 Financials 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 IYF

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

12.56 468M
Financial Services

JPMorgan Chase & Co

10.98 409M
Financial Services

Bank of America Corp

3.75 140M
Financial Services

Wells Fargo & Co

3.70 138M
Financial Services

The Goldman Sachs Group Inc

3.59 134M
Financial Services

Morgan Stanley

3.24 121M
Financial Services

Citigroup Inc

3.19 119M
Financial Services

BlackRock Inc

2.71 101M
Financial Services

Charles Schwab Corp

2.31 86M
Financial Services

Progressive Corp

2.11 79M
Financial Services

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