The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.
iShares US Financial Services ETF IYG
Morningstar’s Analysis IYG
Will IYG outperform in 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 61.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Berkshire Hathaway Inc Class B | 15.36 | 216.8 Mil | Financial Services |
JPMorgan Chase & Co | 10.80 | 152.4 Mil | Financial Services |
Visa Inc Class A | 8.50 | 120.0 Mil | Financial Services |
Mastercard Inc Class A | 7.51 | 106.0 Mil | Financial Services |
Bank of America Corp | 4.85 | 68.5 Mil | Financial Services |
Wells Fargo & Co | 3.46 | 48.8 Mil | Financial Services |
S&P Global Inc | 3.01 | 42.4 Mil | Financial Services |
The Goldman Sachs Group Inc | 2.84 | 40.1 Mil | Financial Services |
American Express Co | 2.77 | 39.0 Mil | Financial Services |
Morgan Stanley | 2.38 | 33.7 Mil | Financial Services |