ETFs

iShares U.S. Financial Services ETF

IYG:PCQ:USD

iShares U.S. Financial Services ETF

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  • Price (USD)66.25
  • Today's Change0.28 / 0.42%
  • Shares traded29.26k
  • 1 Year change+34.70%
Data delayed at least 15 minutes, as of Mar 28 2024 18:25 BST.
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Profile and investment

Fund typeOpen Ended Investment Company
Investment style (stocks)Market Cap: Large
Investment Style: Blend
Morningstar categoryFinancial
Launch date12 Jun 2000
Price currencyUSD
DomicileUnited States
SymbolIYG
Manager & start date
Greg Savage
01 Jan 2008
Jennifer Hsui
01 Sep 2012
Paul Whitehead
01 Jan 2022
Pricing frequencyDaily
Total net assets
1.32bn USD
As of Feb 29 2024
Share class size
1.32bn USD
As of Feb 29 2024
Net expense ratio0.40%
Front end load--
Deferred load--
Maximum Redemption Fee--
Min. initial investment--
Min. additional investment--
Initial IRA--
Additional IRA--
Available for saleMexico, United States
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Top 5 holdings

Top 5 holdings as a per cent of portfolio
46.62%48.09%0.00%48.09%
Category average% Net assets% Short% Long
Company1 year changePortfolio weightLong allocation
Berkshire Hathaway Inc
BRK.B:NYQ
+38.40%15.15%
JPMorgan Chase & Co
JPM:NYQ
+55.33%10.94%
Visa Inc
V:NYQ
+26.57%9.16%
Mastercard Inc
MA:NYQ
+35.59%8.00%
Bank of America Corp
BAC:NYQ
+34.55%4.84%
Per cent of portfolio in top 5 holdings: 48.09%
Top 10 Holdings

Diversification

Asset type

Asset type

US stock99.58%
Cash0.29%
Non-US stock0.12%
US bond0.00%
Non-US bond0.00%
Other0.00%

Top 5 sectors

Equity
Fixed income
Financial Services99.67%
Technology0.03%

Top 5 regions

United States99.58%
Latin America0.12%
Sector and region weightings are calculated using only long position holdings of the portfolio.
Data Provided by LSEG
The performance data shown in tables and graphs on this page is calculated in USD of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise.
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